Date post: | 17-Oct-2014 |
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Business |
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Leveraging Salesforce Analytics for Custom Apps
Track: Developers
Debbie Ashton, FinancialForce.comSrini Vishnubhatta, salesforce.com
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Srini Vishnubhatta
Product Manager, Analytics
Our Goals for Today
Understand the benefits of analytics
Learn about Salesforce native analytic capabilities
Find out how to add analytics within custom apps
Today’s Session
Why Analytics?
Analytics in FinancialForce
Building Analytics In Your App
Best Practices Using Analytics
About Salesforce Analytics
Debbie Ashton
VP Products & Customer Success
100% Native Real-Time Accounting
Trusted, Global Experience
Why Analytics?
Real-time. Always.
Accessible By Everyone
Flexible. In Sync. Reportable.
Insight That is Real-time, Timely, and Trustworthy
What Drives Our Enterprise App?
Business Insights
ProcessAutomation
Integrated Analytics
Why The Emphasis on Analytics?
Beyond Accounting and Billing...to Insight
Complete view of the business
Extensive use of dashboards
Pre-packaged financial KPIs
Want to review Customer Balances?
There’s a dashboard for that!
Process-specific dashboards
Analytics-centric design
Enhanced user experience
Your Opportunity for Thought LeadershipCustomers are looking for best practices to run their business
Deliver best practices and drive innovation
Collect & channel back insight into community
A huge competitive differentiator!
How did we build Analytics into our App?
Demo
1. Create a custom report type (objects)
2. Create a report (data source)
3. Create a dashboard
4. Add a component to the dashboard (view)
5. Add the report to the component (data binding)
6. Package the dashboard and report
Six Steps to Insight
1 2 3 4 5 6
Remember, Design Your Dashboards Right!
Design Considerations
Address relevant use cases
Build audience-focused dashboards
Include relevant sample data (Trialforce)
Test with a broad customer sample of your customers
Base it on your standard app (without customizations)
Remember, customers can customize the dashboard
Demo
Pre-Packaged Analytics in the App
Out of the box reports and dashboards
Custom report types
Home page
Other Options
– App exchange packages (specific to customer segments)
– Purpose-built visualization using VF & SOQL, if necessary
Beyond Analytics:
The Force Will be With You, AlwaysFinancialForce XL – Download to Excel and formal financial statements
Custom Analytics and Reporting using Force.com
Best practices using Salesforce Analytics
Demo
Drill Options
Drill into the source report
Drill into the filtered source report (contextual drilling)
Drill into the record detail page
Drill Options: Contextual Drilling
Drill Options: Dashboard to Record Detail
Drill Options: Dashboard to Record Detail
Performance Dashboard
Integrated Visibility across Sales & FinanceApplies to Force.com Apps that extend Salesforce CRM
Drag-n-Drop Report Builder – Or, an Analyst’s Dream?
– Fast and intuitive
– Previews in real-time
– Rearrange formatting or
grouping
– Quick search for fields
Turn on Report Builder by default
Want to Highlight Performance Problems?
Conditional Highlighting Gauge Chart – Track Goals
If a Picture is Worth a Thousand Words…
The Salesforce Analytics Difference
Real-time. Always.
Accessible By Everyone
Flexible. In Sync. Reportable.
Insight That is Real-time, Timely, and Trustworthy
Powered By Salesforce Analytics
What Drives Our Enterprise App?
Key Takeaways
Analytics inside your app is critical to your customers Design with Analytics in mind
Integrated analytics is a competitive differentiatorSimple, powerful, no add-on cost or complexity
It’s easy to add analytics using Salesforce analytics Innovate with Clicks, not Code
Transform your app into an enterprise grade solution
How To Get Started
Get a Developer Edition– http://developer.force.com/
Recommended Training– Help & Training
– Pre-recorded sessions as well as classes
Salesforce.com Community– http://www.salesforce.com/learning-center/community.jsp
– Blogs, Ideas and Answers (Category: Analytics)
Q&AFinancialForce.com
salesforce.comDebbie AshtonSrini Vishnubhatta
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Leveraging Salesforce Analytics for Custom Apps