So, you are using Salesforce and have some great reports and dashboards set up to give you great insights into your business. Your management team love the insights and now understand the power of the Salesforce Platform. This means they ask more questions, want more complex reports, dashboards and insights. In this article we explore the key signals that may indicate it is time to look at Salesforce Analytics to unlock the business intelligence behind your data to discover insights, predict outcomes, find recommendations and act quickly.
1. Salesforce Reports are running slowly and your Dashboards are taking ages to refresh Some of the reasons that this may be happening include
Complex reports with multiple filters and joins
You have a Dashboard full of components referencing multiple report types
You are crunching 10’s of Thousands of rows of data
Review best practices for creating reports and dashboards to improve performance
Consider Einstein Analytics
Einstein Analytics works by querying your data on Schedule and Updating a Dataset. This means the data is readily available without having to go and run multiple reports each time a Dashboard is refreshed. You therefore avoid slow loading Dashboards and instantly drill down into the data.
2. You want to have more chart visualisation components Displaying Data
Typically, you use various bar charts, pie charts, funnels, tables, gauges and metrics in Salesforce Dashboards. Wouldn’t it be nice to visualise your data in other ways?
Charts in Salesforce Analytics
There are many more charting options in Einstein Analytics. Our favourites include…
Pyramid charts to visualise relative sizes of different dimensions (eg Count of Rows and Sum of Amount)
Mapping features where you can highlight key area (or even use bubble maps to expand the size of related geographic regions!)
The Trellis feature allows you to display a separate chart for each of your groupings (eg results by Product)
Use Timelines to forecast results into the future with upper and lower confidence limits
See results on a Calendar heatmap
3. I can’t get my Salesforce Report data in the format I need
Issues creating your base report
When you hit limits with standard Report Types you may be able to use joined reports to tie together data from different workstreams (eg Cases and Opportunities grouped by Account). There are however limitations with respect to the number of joins, subscribing to these reports and also using filters on a dashboard.
Sometimes your clients may require exports of data in a specific flat file which does not align to the object hierarchy you have created meaning you have to export data to a spreadsheet for further manipulation to get the format you require
Data manipulation in Einstein Analytics
Import datasets not just from Salesforce records but any other source you can connect to (or even simply upload a CSV)
Schedule Data Syncs so your data sources are refreshed at an appropriate interval
Merge your Synced data in to a Dataflow to create a new Dataset
Within the Dataflow you can filter, slice and dice the data into the format you need
4. You are experiencing limitations with Salesforce Dashboard Filters Dashboard Filter Limitations
Each Dashboard can have up to 3 dashboard filters with which to change all relevant charts on your dashboard.
You have to type in your filter list and keep this updated as parameters are changed.
Filters don’t work on joined reports.
Your Dashboards seem a little one dimensional. You want to be able to click into groupings on the dashboard then dynamically see other components adjust accordingly
Meet Faceting and Bindings in Salesforce Analytics
Components from the Same Dataset are faceted by default., therefore clicking into a grouping on one Component automatically updates the results on all components!
Bindings are a more advanced version of Faceting and can work across different datasets. You can manage conditional formating or change filters based on other selections.
The end result is that with careful consideration you can design a dashboard for your users to interrogate to give you very compelling information to help your team make great business decisions.
5. You are suffering from Paralysis by Analysis You have a lot of data on well structured dashboards but it is difficult to understand clearly understand what influences the outcomes and find it difficult to know what decisions to make. Set Einstein Analytics to work to predict outcomes and make recommendations!
Once you have created your Dataset in Salesforce you can build a Discovery Story.
A Discovery story starts by defining your Outcome such as “Maximise Revenue”, “Reduce Customer Attrition” or “Likelihood of Project finishing on Time”
Einstein takes your dataset of performs a deep statistical analysis and correlations behind the data
Einstein then tells you the factors behind a positive outcome and the factors influencing a negative outcome
Deploy this data model to Salesforce and then Einstein can tell you the likely outcome of your Salesforce records (eg Opportunities) and most importantly what steps you can take with your customer, project or process to improve that outcome
Powerful insights, all with clicks, no code and no need to hire a data scientist!
6.) Considerations for Implementing Einstein Analytics
Whilst you do not need a team of data scientists it is still important to have some resource dedicated to developing the platform. This could be up-skilling existing Salesforce Administrators or utilising Consultants to get you started quickly
The Salesforce Learning Platform, Trailhead, is the best place to go to get started with Analytics. The Learning Modules with project work also let you download Developer Editions of Salesforce Equipped with Einstein Analytics so you can get a feel for the solution. Start with this Trail.
Use the Salesforce Success Community. There is plenty of help out there. The Einstein Analytics Success Community.