Introduction To ensure that a dashboard you have built is running optimally prior to being released to your users, run a performance check on the dashboard and all queries. The dashboard inspector 2.0 identifies different types of bottlenecks, such as slow queries and networks, and provides recommendations to improve the performance. It is also a …
Introduction This week we are exploring a feature – Action Menu – which allows your users as they gain insights into your business from your dashboard, to perform actions on underlying Salesforce records. Allowing them to invoke a Salesforce action on the record directly from CRM Analytics. Requirements Create a new dataset or use an …
2023 Week 42 | Take Control of Your Experience with Actions Menus Read More »
Introduction Hello and welcome to week 38 of our CRM Analytics WoW challenges! This week we are exploring Single-Click Interactions through Dashboard Widgets! This feature allows you to create a curated journey for your users turning a static dashboard into a dynamic navigation experience that progressively reveals more details. The teams at Salesforce CRM Analytics …
2023 Week 38 | Enhanced Single-Click Interactions Read More »
Introduction This week we are exploring user experience and design for CRM Analytics dashboards. Design foundations are the key visual elements to create a consistent interface. This includes guidance on color, type scale and fundamental navigation patterns. Using the Design Style Guide template app gives you a starting point for consistent and best practice design …
2023 Week 34 | User Experience, Design & Templates Read More »
Introduction Have you ever worked with multiple stakeholders – who all want a dashboard about the same topic – but want different sets of data displayed? To reduce duplication of dashboards but to also ensure we can provide the best user experience we can provide an option for them to pick and choose which fields …
Introduction This week we are exploring the Component widget. Essentially it is a container with pages that allows you to quickly create and reuse dynamic areas of a dashboard! Components solve 2 main use cases: Reusability & maintainability (the components you create in this challenge will be used again in a future challenge!) Easily (through …
Introduction This week we are going to focus on data security and how we can ensure that only certain users see certain opportunity data! Sharing inheritance and security predicates are supported in CRM Analytics – this week we are going to look at security predicates – row-level security which enables you to model many different …
Introduction This week we are going to explore embedding dashboards within a Salesforce record page and apply a filter to make the insights contextual to the account you are viewing. Requirements Create a simple recipe: Bring in the Account Object – ensure the Account ID Field is included Bring in the Case Object – ensure …
2023 Week 14 | Embedding CRM Analytics Dashboards in Salesforce Read More »
Introduction This week we are exploring transforming tabular data with repeater widgets to display our top accounts and sales people based on total revenue. Use repeater widgets to show select fields from a query in a scrollable list in your dashboard. Create a customized layout of text, numbers, charts, and images in a repeater widget, …
Introduction This week we are going to continue working on our dashboard from last week. We will add some new functionality with interactions and custom queries. Requirements Create a custom query using the dimensions from the dataset you produced in challenge 1. Use the following fields: Product Family, Type and Billing Country. Add a Toggle Widget …
