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 You probably have heard of the Pareto Principle before. And if not under that name, you might have heard of the 80:20 rule which states that for many use cases, 20% of the input create 80% of the output. For example, for many projects 20% of the work is required to get you 80% …
Introduction This week we will be expanding on a previous post by Preena in week 34. If you did not already complete the wk 34 lesson, you will want to create the Design Style Guide Templated App in your dev org. This prebuilt app offers valuable insights to best design principles and UX features. Of …
2023 Week 44 | Reusable Components, Designer and Themes Read More
Introduction For this week’s #WorkoutWednesday we’ll recreated one of the PowerBI challenges from earlier in the year. In week 30, Shannon created a visualisation of sea ice extend in the Antarctic. Initially I thought this would be a rather easy challenge in CRMA but I ended up with a few tricky nuts to crack. Requirements …
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 the week 40 CRMA challenge! The instructions are written assuming you already have a dev org with Accounts and Contacts loaded. If you need to spin up a new org with data, see the link below. This week we are creating a interactive table to search/sort Customers and Accounts by …
2023 Week 40 | Interactive Rolodex for Large Data Viewing Read More
Introduction As promised, this challenge is a continuation of my last challenge in week 3. The source data stays the same just this time we convert the chart into a kind of Gantt. While the dot plot highlighted the points in time when the stage of the opportunity changed, this chart focusses a bit 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 …
Introduction One of the inciting factors for the CRMA WorkoutWednesday was this collaborative Tableau challenge last year. I attempted it in CRMA and actually got quite far. This week we’ll try something similar, with the hopes to be able to build on it for my next challenge in a couple of weeks. (We’ll see how …
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
