Customized Drill down view for Adaptive Search based Charts

Enhanced Drill-Down for Adaptive Visualizations gives sales administrators the ability to customize which columns are shown after drilling into charts created from Adaptive Search. Instead of default drill-downs that surface fields that may not be relevant, admins can now configure specific fields that matter most to their teams. This capability works across all visualization types including bar, line, funnel, donut, pie, combo, and scatter charts. Users can preview drill-down behavior during configuration, enable Smart Actions for instant record-level updates, and deliver cleaner insights directly into the sales dashboard. No additional setup is required since the feature is enabled by default.

Business Benefits

• Faster Decision-Making: Sales users see only the fields they need, reducing time spent filtering or exporting data.
• Improved Sales Productivity: Reps can take action directly from drill views, speeding up responses and coaching moments.
• Cleaner Data Experience: Configurable drill-downs eliminate noise, helping teams stay focused on insights that drive outcomes.

Steps to enable and configure

You don't need to do anything to enable this feature.