Introduction 2024 is here! And with that, a completely new set of challenges for you, data lover. Let’s sharpen our CRMA skills with this challenge: A double bar chart displaying open and closed amounts by account. The closed amount should display won and lost amounts in a single stacked bar. The open amount should be …
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 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 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 Hello and welcome to WoW week 12! This weeks challenge will be short & sweet from a requirements perspective but will hopefully provide valuable insights to help you optimize your data sync cycle. Tip… check out the Tips section! Requirements Navigate to the dataset created in a previous exercise, or create a new one …
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 Welcome to WoW week 8! Last week we looked at hidden/unused pages in within your dashboards. The exercise last week was to get familiar with how to create and navigate between hidden pages. This week we will attempt different variations of uses cases of this functionality. Requirements Edit the dashboard from week 07 or …
