Forcetalks

Tag: Visualize Data

  • Dashboards in Salesforce – A Brief Guide

    Dashboards in Salesforce – A Brief Guide

    Dashboards in Salesforce are graphical representations of reports. Visualize data from reports as components. These components provide a summary of your organization’s key analytics and performance at a glance. 

    Salesforce dashboards have five types of components. 

    1. Chart:
      •  Used to display comparisons. 
      •  Line Chart 
      •  Vertical Bar Chart 
      •  Horizontal Bar Chart 
      •  Pie Chart 
      •  Funnel 
    1. Table – Used to display a list. For example, top 5 or worst 5 possibilities. 
    1. Gauge – The gauge is used to indicate progress towards a goal. 
    1. Metric – A metric is used to display a single number, such as a grand total, in a report with a given label. 
    1. Visualforce – It is used to display Visualforce pages or components as dashboards. It is also used to receive data from other sources. 

    dont miss out iconDon’t forget to check out: Subscribe to Dashboards and Reports (Salesforce Lightning Experience)

    The dashboard shows data according to the last time the report was run. Every dashboard can have a maximum of 20 components. Access to the dashboard is determined by two things: 

    1. Folder:- The visibility of a dashboard depends on the folder in which the dashboard is stored. Only users with permission to access the folder can run the dashboard. 
    2. Running Users:- The information on the dashboard is based upon the current user’s security and sharing settings. For the most recent user or you can say the current user, you can set: 
    3. Run as Specified User:- Shows information in the control panel according to the specified user’s security and sharing settings. Anyone with permission to access the dashboard can see the same information. 
    4. Run as logged in user:- Shows data in a toolbar according to the current user’s security and sharing settings, makes the dashboard dynamic. 

    Dashboard data is based on report data, but when a user views a drill-down report for a dashboard component, the user’s access rights determine the data displayed in the drill-down report. As a result, the information in the report may not match the information in the related dashboard. 

    Dashboard can auto-update itself. It can be scheduled anytime on a daily, weekly or monthly basis, according to the need. 

    dont miss out iconCheck out another amazing blog by Romil here: Learn All About the Report Types in Salesforce

    Dynamic Dashboard 

    Any user can see the data to which they have permission to access. These dashboards allow you to control data accessibility without making separate dashboards. One dynamic dashboard can visualize a standard set of metrics at all levels of the organization. These dashboards cannot be saved to personal folders or private folders and also these Dynamic dashboards cannot be scheduled for auto-update. 

  • When you Need to Switch to Salesforce Einstein Analytics

    When you Need to Switch to Salesforce Einstein Analytics

    Salesforce Einstein Analytics is the cloud-based totally analytical tool that allows Salesforce customers to understand, combine, and visualize data coming from different places, which include Salesforce, ERPs, facts, and log files. The purpose of Einstein Analytics is to solve the assignment of mixing all these facts to investigate big volumes of statistics and generate effective insights. Underneath the covers, the device works applying the mixture of such strategies as artificial intelligence, machine gaining knowledge of, and predictive modeling. Einstein Analytics pricing depends on the variety of components required for your agency’s functions. For simplicity in the scope of this text, we’ll restrict our discussion to the primary three: Reports & Dashboards, Discovery, Prediction Builder. This functionality is vital for applying advanced analytics in Salesforce. You need to be aware that Einstein Analytics isn’t always unfastened even in case you’re using other Salesforce merchandise including Sales, Service, or Financial Cloud. 

    When To Switch To Salesforce Einstein

    One of the most important components of Einstein Analytics’ reliability is records. Until you perform information correction, transformation and enrichment it’s now not possible that Einstein will add fees in your commercial enterprise methods.

    dont miss out iconDon’t forget to check out: Can Salesforce Einstein AI Help in Sales Qualification?

    This kind of hassle frequently starts with the information that’s extracted from supply systems. Then, the hassle is passed into Einstein. Data is like water flowing to your home from a source. Imagine in case your municipality pulled water from a lake and piped it without delay to your property. No, they don’t do this – it might be complete of belongings you don’t need on your water. Instead, they invest in treatment facilities to clean and deliver secure water. When there are troubles with water, commonly the problem isn’t the transport closest to you, like the tap. The trouble is similarly upstream, in which the water comes from. If you have accuracy and reliability issues, study the source statistics and automate real-time facts seized from all verbal exchange channels.

    Using these tool you may get the most out of Salesforce Einstein Analytics and address most of the main facts excellent problems available almost in each business enterprise:

    Inaccurate information taking pictures – one of the problems, which Salesforce customers normally face, is that now not all contacts are routinely created within the Salesforce. The answer here is to keep the device that mechanically captures all the records out of your email, calls, conferences, and car-creates new Salesforce custom objects (Leads, Accounts, Opportunities) based totally on these facts that previously were not a gift within the Salesforce.

    Incorrect Statistics Synchronization

    In lots of instances the car-sync between email clients and Salesforce does not work nicely and sales reps manually enter the facts about the consumer conferences to the corresponding Salesforce information. As a result, this data is not meditated in the CRM. The answer is to introduce automatic two-way sync between Salesforce and Outlook / Gmail and assure the automobile-saving of all enterprise-related occasions to Salesforce.

    dont miss out iconCheck out another amazing blog by Anjali here: What Are Setup and Non-Setup Objects in Salesforce

    Conflicts in Facts and Duplicates

    It occurs that facts are coming to your company from diverse resources and channels and depending on the specificity of your commercial enterprise process you may require unique custom regulations to choose what records are stored and what aren’t. If these policies are not set properly, duplicates and conflicts in statistics often take place. To clear up this trouble you need to sync emails, calendar events, and whatever else for your custom gadgets in Salesforce. Once it’s carried out you’ll get full control over your data.