CRM Analytics

2023 Week 47 | Optimise Dashboard Performance

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 …

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2023 Week 44 | Reusable Components, Designer and Themes

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 …

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2023 Week 42 | Take Control of Your Experience with Actions Menus

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 …

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2023 Week 40 | Interactive Rolodex for Large Data Viewing

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 …

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2023 Week 38 | Enhanced Single-Click Interactions

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 …

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Style Guide App

2023 Week 34 | User Experience, Design & Templates

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 …

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