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
Introduction Salesforce recently introduced the ability to customise tooltips a lot more than before. Just adding values however quickly becomes a bit boring. We already looked into viz in tooltips in Week 03 and now we will extend the concept a bit further. In this particular use case I have a chart that shows all …
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 Hello and welcome to WoW week 28! This weeks topic takes it back to a fundamental lesson in CRM Analytics. I often get questions about data accuracy from users when they are comparing rows of data to the row count of a grouped chart or table. Have you ever experienced a case of “missing …
Introduction If you spent any time working with charts, you are probably aware of the controversy around pie charts. While there are some aspects to be discussed, others are generally agreed upon. One of these ones is the fact that it’s next to iimpossible to compare the slices of two pies with each other. Nevertheless, …
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 There are a lot of visualisation common practises that are less than ideal. One of those is the funnel chart. I think the analogy works well, however a lot of implementations are misleading at best. Unfortunately the default funnel chart in CRMA belongs in that category. As the value is only encoded in the …
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 …
