SlideShare ist ein Scribd-Unternehmen logo
1 von 33
Downloaden Sie, um offline zu lesen
Essential Habits for
Salesforce Admins:
Actionable Analytics
Rachel Mincarelli
rmincarelli@salesforce.com
@rachel_minc
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other
operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue
growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the
Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The
achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if
any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of
geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our
strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the
seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and
infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the
resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and
third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features,
including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services,
technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability
to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or
losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans;
our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom
Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights;
our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the
infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and
those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances;
the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term
loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate
change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes
with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s
website at www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Connect With Us!
@SalesforceAdmns
#AwesomeAdmin
We’re also on
and
admin.salesforce.com
Join the Admin Trailhead
Live Group for Q&A
sforce.co/AdminLiveSessionGroup
The Importance of Habits
“Habits are not a finish line to be
crossed. They are a lifestyle to
be lived.” ― James Clear
User
Management
Data
Management
Security Actionable
Analytics
Master Core Admin Responsibilities
PERSONAL SUCCESS
User
Management
Data
Management
Security
PERSONAL SUCCESS
Actionable
Analytics
Master Core Admin Responsibilities
Data
Management
Security Actionable
Analytics
Master Core Admin ResponsibilitiesThe Importance of Actionable Analytics
Actionable analytics are the way
that you as an Admin can use your
Salesforce data to help your
company drive decisions on where
and how to focus your business.
Actionable
Analytics
Analytics Can Provide Critical Insights
Look across a broad range of data
and use cases with Tableau
Get insights into Salesforce workflow
and user experience with Tableau
CRM (formerly Einstein Analytics)
Report on data in your Salesforce
org with Reports and Dashboards
Leverage different solutions for different use cases
Actionable Analytics Habits
Share Insights with Stakeholders
Connect and Learn MoreReview Key Reports and
Dashboards
Report on Report Usage
Actionable Analytics Habits
Share Insights with Stakeholders
Review Key Reports and
Dashboards
Report on Report Usage
Connect and Learn More
Report on Report Usage
Run Optimizer to identify unused
Reports and Dashboards
Create a custom report type to
review usage – ex: most-used
reports
Designate internal “Awesome
Analytics Advocates”
Check in with stakeholders and
users
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
29 30 31 1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 1 2
Make It a Habit!
2021
Understand which
reports are being
used (or not)
Report on
Report Usage
Weekly
Monthly
Quarterly
Actionable Analytics Habits
Share Insights with Stakeholders
Review Key Reports and
Dashboards
Report on Report Usage
Connect and Learn More
Review Key Reports and Dashboards
Designate business-critical Reports and Dashboards at multiple levels
Stakeholder
Examine factors driving the
business forward
User
Enable them to do their jobs with
more accuracy and efficiency
Admin
Look at how reports are used &
what needs updating to ensure
effective reporting foundation
User: Sales Rep
My leads that need follow up this week
Stakeholder: Sales VP
Start With These Key Reports
Example reports for each level of your business
Total business closed this month by rep
Admin
Data created in the last week by Sales
users
Reports and Dashboards run in the
last week
User: Service Rep
My cases open over 7 days
Stakeholder: Service VP
Case open time by support rep
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
29 30 31 1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 1 2
2021
Weekly
Monthly
Quarterly
Make It a Habit!
Understand
which reports
are being used
(or not)
Report on
Report Usage
Review key
reports &
dashboards
Review at
stakeholder,
user, and
Admin levels
Demo
Custom Report Types
Reports
Dashboards
Tableau
Actionable Analytics Habits
Share Insights with Stakeholders
Review Key Reports and
Dashboards
Report on Report Usage
Connect and Learn More
Share Insights with Stakeholders
Clarify key questions
Define business and team goals
Review trends and provide data to
inform decisions
Improve existing dashboards
based on feedback
Use analytics to share insights
Upcoming business changes that could affect existing Reports and Dashboards
Assess high-level goal progress
Review high-level usage: most & least used Reports and Dashboards
Share an analytics success story
Prioritize analytics updates across the company with stakeholders
Communicate with Stakeholders
Sample meeting agenda
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
29 30 31 1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 1 2
2021
Weekly
Monthly
Quarterly
Make It a Habit!
Share
Insights with
Stakeholders
Use analytics to
share insights
Understand
which reports
are being used
(or not)
Report on
Report Usage
Review key
reports &
dashboards
Review at
stakeholder,
user, and Admin
levels
Sharon Klardie
Sr. Manager, Salesforce Labs
Salesforce
Expert Corner
Actionable Analytics Habits
Share Insights with Stakeholders
Review Key Reports and
Dashboards
Report on Report Usage Connect and Learn More
Connect and Learn More
Check in with analytics Trailblazer
Community groups, learn about new
products and best practices
Complete a new reporting or analytics
badge on Trailhead
Share what you’re learning with
stakeholders and connect topics with
business needs
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
29 30 31 1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 1 2
2021
Weekly
Monthly
Quarterly
Make It a Habit!
Share
Insights with
Stakeholders
Use analytics to
share insights
Understand
which reports
are being used
(or not)
Report on
Report Usage
Review key
reports &
dashboards
Review at
stakeholder,
user, and Admin
levels
Connect and
Learn More
Earn an analytics
Trailhead badge
Actionable Analytics Habits
Share Insights with Stakeholders
Connect and Learn MoreReview Key Reports and
Dashboards
Report on Report Usage
Sunday Monday Tuesday Wednesday Thursday Friday Saturday
29 30 31 1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 1 2
2021
Weekly
Monthly
Quarterly
Your Actionable Analytics Habits
Share
Insights with
Stakeholders
Use analytics to
share insights
Understand
which reports
are being used
(or not)
Report on
Report Usage
Review key
reports &
dashboards
Review at
stakeholder,
user, and Admin
levels
Connect and
Learn More
Earn an analytics
Trailhead badge
Dive in and continue learningStart here
User
Management
Data
Management
Security
Actionable
Analytics
Join Us For The Whole Series!
You are here!
Watch on-demand
Watch on-demand
Watch on-demand
Connect With Us and Keep Learning!
@SalesforceAdmns
#AwesomeAdmin
Salesforce Admins
bit.ly/essentialhabitstrailmix
Q&A
sforce.co/
AdminLiveSessionGroup
Resources
bit.ly/essentialhabitstrailmix
Survey
bit.ly/EHActionableAnalytics
Wrapping Up
blog posts | podcasts | videos
admin.salesforce.com
Essential Habits for Salesforce Admins: Actionable Analytics

Weitere ähnliche Inhalte

Was ist angesagt?

Salesforce Trailhead for Developers
Salesforce Trailhead for DevelopersSalesforce Trailhead for Developers
Salesforce Trailhead for DevelopersCloud Analogy
 
Lightning web components episode 2- work with salesforce data
Lightning web components   episode 2- work with salesforce dataLightning web components   episode 2- work with salesforce data
Lightning web components episode 2- work with salesforce dataSalesforce Developers
 
Sales Cloud Lightning Migration Best Practices (May 12, 2017)
Sales Cloud Lightning Migration Best Practices (May 12, 2017)Sales Cloud Lightning Migration Best Practices (May 12, 2017)
Sales Cloud Lightning Migration Best Practices (May 12, 2017)Salesforce Partners
 
Decluttering your Salesfroce org
Decluttering your Salesfroce orgDecluttering your Salesfroce org
Decluttering your Salesfroce orgRoy Gilad
 
Build AI-Powered Predictions with Einstein Prediction Builder
Build AI-Powered Predictions with Einstein Prediction BuilderBuild AI-Powered Predictions with Einstein Prediction Builder
Build AI-Powered Predictions with Einstein Prediction BuilderSalesforce Admins
 
Webinar: Take Control of Your Org with Salesforce Optimizer
Webinar: Take Control of Your Org with Salesforce OptimizerWebinar: Take Control of Your Org with Salesforce Optimizer
Webinar: Take Control of Your Org with Salesforce OptimizerSalesforce Admins
 
First Steps to Salesforce Release Management & DevOps [Salesforce User Group,...
First Steps to Salesforce Release Management & DevOps [Salesforce User Group,...First Steps to Salesforce Release Management & DevOps [Salesforce User Group,...
First Steps to Salesforce Release Management & DevOps [Salesforce User Group,...Anna Loughnan Colquhoun
 
Lightning web components - Episode 1 - An Introduction
Lightning web components - Episode 1 - An IntroductionLightning web components - Episode 1 - An Introduction
Lightning web components - Episode 1 - An IntroductionSalesforce Developers
 
Modern Development with Salesforce DX
Modern Development with Salesforce DXModern Development with Salesforce DX
Modern Development with Salesforce DXSalesforce Developers
 
Champion Productivity with Service Cloud
Champion Productivity with Service CloudChampion Productivity with Service Cloud
Champion Productivity with Service CloudSalesforce Admins
 
Build Apps Visually with Lightning App Builder
Build Apps Visually with Lightning App BuilderBuild Apps Visually with Lightning App Builder
Build Apps Visually with Lightning App BuilderSalesforce Developers
 
Introducing the Salesforce platform
Introducing the Salesforce platformIntroducing the Salesforce platform
Introducing the Salesforce platformJohn Stevenson
 
Salesforce Overview For Beginners/Students
Salesforce Overview For Beginners/StudentsSalesforce Overview For Beginners/Students
Salesforce Overview For Beginners/StudentsSujesh Ramachandran
 
Getting started with Salesforce security
Getting started with Salesforce securityGetting started with Salesforce security
Getting started with Salesforce securitySalesforce Admins
 
Salesforce App Cloud First Call Deck
Salesforce App Cloud First Call DeckSalesforce App Cloud First Call Deck
Salesforce App Cloud First Call DeckSalesforce Partners
 
Salesforce for Marketing Overview Deck
Salesforce for Marketing Overview DeckSalesforce for Marketing Overview Deck
Salesforce for Marketing Overview DeckSylvia Wong ☁
 
Introduction to the Salesforce Security Model
Introduction to the Salesforce Security ModelIntroduction to the Salesforce Security Model
Introduction to the Salesforce Security ModelSalesforce Developers
 

Was ist angesagt? (20)

Salesforce Trailhead for Developers
Salesforce Trailhead for DevelopersSalesforce Trailhead for Developers
Salesforce Trailhead for Developers
 
Salesforce overview
Salesforce overviewSalesforce overview
Salesforce overview
 
Lightning web components episode 2- work with salesforce data
Lightning web components   episode 2- work with salesforce dataLightning web components   episode 2- work with salesforce data
Lightning web components episode 2- work with salesforce data
 
Sales Cloud Lightning Migration Best Practices (May 12, 2017)
Sales Cloud Lightning Migration Best Practices (May 12, 2017)Sales Cloud Lightning Migration Best Practices (May 12, 2017)
Sales Cloud Lightning Migration Best Practices (May 12, 2017)
 
Decluttering your Salesfroce org
Decluttering your Salesfroce orgDecluttering your Salesfroce org
Decluttering your Salesfroce org
 
Architect day 20181128 - Afternoon Session
Architect day 20181128 - Afternoon SessionArchitect day 20181128 - Afternoon Session
Architect day 20181128 - Afternoon Session
 
Build AI-Powered Predictions with Einstein Prediction Builder
Build AI-Powered Predictions with Einstein Prediction BuilderBuild AI-Powered Predictions with Einstein Prediction Builder
Build AI-Powered Predictions with Einstein Prediction Builder
 
Webinar: Take Control of Your Org with Salesforce Optimizer
Webinar: Take Control of Your Org with Salesforce OptimizerWebinar: Take Control of Your Org with Salesforce Optimizer
Webinar: Take Control of Your Org with Salesforce Optimizer
 
First Steps to Salesforce Release Management & DevOps [Salesforce User Group,...
First Steps to Salesforce Release Management & DevOps [Salesforce User Group,...First Steps to Salesforce Release Management & DevOps [Salesforce User Group,...
First Steps to Salesforce Release Management & DevOps [Salesforce User Group,...
 
Lightning web components - Episode 1 - An Introduction
Lightning web components - Episode 1 - An IntroductionLightning web components - Episode 1 - An Introduction
Lightning web components - Episode 1 - An Introduction
 
Modern Development with Salesforce DX
Modern Development with Salesforce DXModern Development with Salesforce DX
Modern Development with Salesforce DX
 
Champion Productivity with Service Cloud
Champion Productivity with Service CloudChampion Productivity with Service Cloud
Champion Productivity with Service Cloud
 
Migrating To Lightning
Migrating To LightningMigrating To Lightning
Migrating To Lightning
 
Build Apps Visually with Lightning App Builder
Build Apps Visually with Lightning App BuilderBuild Apps Visually with Lightning App Builder
Build Apps Visually with Lightning App Builder
 
Introducing the Salesforce platform
Introducing the Salesforce platformIntroducing the Salesforce platform
Introducing the Salesforce platform
 
Salesforce Overview For Beginners/Students
Salesforce Overview For Beginners/StudentsSalesforce Overview For Beginners/Students
Salesforce Overview For Beginners/Students
 
Getting started with Salesforce security
Getting started with Salesforce securityGetting started with Salesforce security
Getting started with Salesforce security
 
Salesforce App Cloud First Call Deck
Salesforce App Cloud First Call DeckSalesforce App Cloud First Call Deck
Salesforce App Cloud First Call Deck
 
Salesforce for Marketing Overview Deck
Salesforce for Marketing Overview DeckSalesforce for Marketing Overview Deck
Salesforce for Marketing Overview Deck
 
Introduction to the Salesforce Security Model
Introduction to the Salesforce Security ModelIntroduction to the Salesforce Security Model
Introduction to the Salesforce Security Model
 

Ähnlich wie Essential Habits for Salesforce Admins: Actionable Analytics

Essential Habits for Salesforce Admins: User Management
Essential Habits for Salesforce Admins: User ManagementEssential Habits for Salesforce Admins: User Management
Essential Habits for Salesforce Admins: User ManagementSalesforce Admins
 
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdftdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdfMubeenQawi1
 
Trailhead Live: Essential Habits & Core Admin Responsibilities
Trailhead Live: Essential Habits & Core Admin ResponsibilitiesTrailhead Live: Essential Habits & Core Admin Responsibilities
Trailhead Live: Essential Habits & Core Admin ResponsibilitiesSalesforce Admins
 
Essential Habits for New Admins
Essential Habits for New AdminsEssential Habits for New Admins
Essential Habits for New AdminsSalesforce Admins
 
WT19: 5 Game-Changing Flow Solutions to Level Up Your Org
WT19: 5 Game-Changing Flow Solutions to Level Up Your OrgWT19: 5 Game-Changing Flow Solutions to Level Up Your Org
WT19: 5 Game-Changing Flow Solutions to Level Up Your OrgSalesforce Admins
 
Essential Habits for New Admins
Essential Habits for New AdminsEssential Habits for New Admins
Essential Habits for New AdminsSalesforce Admins
 
WT19: Fantastic Formulas to Make You a Salesforce Superhero
WT19: Fantastic Formulas to Make You a Salesforce SuperheroWT19: Fantastic Formulas to Make You a Salesforce Superhero
WT19: Fantastic Formulas to Make You a Salesforce SuperheroSalesforce Admins
 
Meet the Product Managers
Meet the Product ManagersMeet the Product Managers
Meet the Product Managersdreamforce2006
 
Fantastic Formulas-Salesforce NY World tour
Fantastic Formulas-Salesforce NY World tourFantastic Formulas-Salesforce NY World tour
Fantastic Formulas-Salesforce NY World tourRich Spitz
 
Admin Best Practices: Introducing Einstein Recommendation Builder
Admin Best Practices: Introducing Einstein Recommendation BuilderAdmin Best Practices: Introducing Einstein Recommendation Builder
Admin Best Practices: Introducing Einstein Recommendation BuilderSalesforce Admins
 
Jax, FL Admin Group Presents: Summer '22 Release Highlights
Jax, FL Admin Group Presents: Summer '22 Release HighlightsJax, FL Admin Group Presents: Summer '22 Release Highlights
Jax, FL Admin Group Presents: Summer '22 Release HighlightsMarc Lester
 
Admin Best Practices: Explore the Power of Data with Tableau
Admin Best Practices: Explore the Power of Data with TableauAdmin Best Practices: Explore the Power of Data with Tableau
Admin Best Practices: Explore the Power of Data with TableauSalesforce Admins
 
Winter-24-Release-in-a-Box-v2.pdf
Winter-24-Release-in-a-Box-v2.pdfWinter-24-Release-in-a-Box-v2.pdf
Winter-24-Release-in-a-Box-v2.pdfRakshaHegde7
 
Getting Started Admin Fast Start.pdf
Getting Started Admin Fast Start.pdfGetting Started Admin Fast Start.pdf
Getting Started Admin Fast Start.pdfLuis Castillo
 
Salesforce Sydney Trailblazer User Group Global Gathering Dreamforce ‘19 High...
Salesforce Sydney Trailblazer User Group Global Gathering Dreamforce ‘19 High...Salesforce Sydney Trailblazer User Group Global Gathering Dreamforce ‘19 High...
Salesforce Sydney Trailblazer User Group Global Gathering Dreamforce ‘19 High...Alek Gokiert
 
How Imprivata Combines External Data Sources for Business Insights
How Imprivata Combines External Data Sources for Business InsightsHow Imprivata Combines External Data Sources for Business Insights
How Imprivata Combines External Data Sources for Business InsightsPat Patterson
 
July 2020 Chicago Nonprofit Group - Summer '20 Highlights
July 2020 Chicago Nonprofit Group - Summer '20 HighlightsJuly 2020 Chicago Nonprofit Group - Summer '20 Highlights
July 2020 Chicago Nonprofit Group - Summer '20 Highlightscsupilowski
 

Ähnlich wie Essential Habits for Salesforce Admins: Actionable Analytics (20)

Essential Habits for Salesforce Admins: User Management
Essential Habits for Salesforce Admins: User ManagementEssential Habits for Salesforce Admins: User Management
Essential Habits for Salesforce Admins: User Management
 
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdftdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
tdx20cosenhancingyourcrmwitheinsteinai1592951856546.pdf
 
Winter 22 release
Winter 22 releaseWinter 22 release
Winter 22 release
 
Release Winter 22 FR
Release Winter 22 FRRelease Winter 22 FR
Release Winter 22 FR
 
Trailhead Live: Essential Habits & Core Admin Responsibilities
Trailhead Live: Essential Habits & Core Admin ResponsibilitiesTrailhead Live: Essential Habits & Core Admin Responsibilities
Trailhead Live: Essential Habits & Core Admin Responsibilities
 
Essential Habits for New Admins
Essential Habits for New AdminsEssential Habits for New Admins
Essential Habits for New Admins
 
WT19: 5 Game-Changing Flow Solutions to Level Up Your Org
WT19: 5 Game-Changing Flow Solutions to Level Up Your OrgWT19: 5 Game-Changing Flow Solutions to Level Up Your Org
WT19: 5 Game-Changing Flow Solutions to Level Up Your Org
 
Essential Habits for New Admins
Essential Habits for New AdminsEssential Habits for New Admins
Essential Habits for New Admins
 
WT19: Fantastic Formulas to Make You a Salesforce Superhero
WT19: Fantastic Formulas to Make You a Salesforce SuperheroWT19: Fantastic Formulas to Make You a Salesforce Superhero
WT19: Fantastic Formulas to Make You a Salesforce Superhero
 
Meet the Product Managers
Meet the Product ManagersMeet the Product Managers
Meet the Product Managers
 
Fantastic Formulas-Salesforce NY World tour
Fantastic Formulas-Salesforce NY World tourFantastic Formulas-Salesforce NY World tour
Fantastic Formulas-Salesforce NY World tour
 
Admin Best Practices: Introducing Einstein Recommendation Builder
Admin Best Practices: Introducing Einstein Recommendation BuilderAdmin Best Practices: Introducing Einstein Recommendation Builder
Admin Best Practices: Introducing Einstein Recommendation Builder
 
Jax, FL Admin Group Presents: Summer '22 Release Highlights
Jax, FL Admin Group Presents: Summer '22 Release HighlightsJax, FL Admin Group Presents: Summer '22 Release Highlights
Jax, FL Admin Group Presents: Summer '22 Release Highlights
 
Admin Best Practices: Explore the Power of Data with Tableau
Admin Best Practices: Explore the Power of Data with TableauAdmin Best Practices: Explore the Power of Data with Tableau
Admin Best Practices: Explore the Power of Data with Tableau
 
Winter-24-Release-in-a-Box-v2.pdf
Winter-24-Release-in-a-Box-v2.pdfWinter-24-Release-in-a-Box-v2.pdf
Winter-24-Release-in-a-Box-v2.pdf
 
Getting Started Admin Fast Start.pdf
Getting Started Admin Fast Start.pdfGetting Started Admin Fast Start.pdf
Getting Started Admin Fast Start.pdf
 
Summer '20 Release Overview
Summer '20 Release OverviewSummer '20 Release Overview
Summer '20 Release Overview
 
Salesforce Sydney Trailblazer User Group Global Gathering Dreamforce ‘19 High...
Salesforce Sydney Trailblazer User Group Global Gathering Dreamforce ‘19 High...Salesforce Sydney Trailblazer User Group Global Gathering Dreamforce ‘19 High...
Salesforce Sydney Trailblazer User Group Global Gathering Dreamforce ‘19 High...
 
How Imprivata Combines External Data Sources for Business Insights
How Imprivata Combines External Data Sources for Business InsightsHow Imprivata Combines External Data Sources for Business Insights
How Imprivata Combines External Data Sources for Business Insights
 
July 2020 Chicago Nonprofit Group - Summer '20 Highlights
July 2020 Chicago Nonprofit Group - Summer '20 HighlightsJuly 2020 Chicago Nonprofit Group - Summer '20 Highlights
July 2020 Chicago Nonprofit Group - Summer '20 Highlights
 

Mehr von Salesforce Admins

Admin Best Practices: Dashboards for Every Admin
Admin Best Practices: Dashboards for Every AdminAdmin Best Practices: Dashboards for Every Admin
Admin Best Practices: Dashboards for Every AdminSalesforce Admins
 
Admin Best Practices: Building Useful Formulas
Admin Best Practices: Building Useful FormulasAdmin Best Practices: Building Useful Formulas
Admin Best Practices: Building Useful FormulasSalesforce Admins
 
Admin Best Practices: 3 Steps to Seamless Deployments
Admin Best Practices: 3 Steps to Seamless DeploymentsAdmin Best Practices: 3 Steps to Seamless Deployments
Admin Best Practices: 3 Steps to Seamless DeploymentsSalesforce Admins
 
Awesome Admins Automate: Integrate Flow with AI and Chatbots
Awesome Admins Automate: Integrate Flow with AI and ChatbotsAwesome Admins Automate: Integrate Flow with AI and Chatbots
Awesome Admins Automate: Integrate Flow with AI and ChatbotsSalesforce Admins
 
#AwesomeAdmins Automate: Create Triggered Flows and Batch Jobs
#AwesomeAdmins Automate:  Create Triggered Flows and Batch Jobs#AwesomeAdmins Automate:  Create Triggered Flows and Batch Jobs
#AwesomeAdmins Automate: Create Triggered Flows and Batch JobsSalesforce Admins
 
Admin Best Practices: Remove Security Risk From Your Org with a User Audit
Admin Best Practices: Remove Security Risk From Your Org with a User AuditAdmin Best Practices: Remove Security Risk From Your Org with a User Audit
Admin Best Practices: Remove Security Risk From Your Org with a User AuditSalesforce Admins
 
Admin trailhead Live: Leverage Einstein Search to Increase Productivity
Admin trailhead Live: Leverage Einstein Search to Increase ProductivityAdmin trailhead Live: Leverage Einstein Search to Increase Productivity
Admin trailhead Live: Leverage Einstein Search to Increase ProductivitySalesforce Admins
 
Trailhead Live: Build an Awesome Team of Admins
Trailhead Live: Build an Awesome Team of AdminsTrailhead Live: Build an Awesome Team of Admins
Trailhead Live: Build an Awesome Team of AdminsSalesforce Admins
 
Semper Salesforce: Become a Salesforce Military Champion
Semper Salesforce: Become a Salesforce Military ChampionSemper Salesforce: Become a Salesforce Military Champion
Semper Salesforce: Become a Salesforce Military ChampionSalesforce Admins
 
Best Practices and Tools for Backing Up Salesforce Data
Best Practices and Tools for Backing Up Salesforce DataBest Practices and Tools for Backing Up Salesforce Data
Best Practices and Tools for Backing Up Salesforce DataSalesforce Admins
 
WT19: An Amazing Lightning Transition in Review
WT19: An Amazing Lightning Transition in ReviewWT19: An Amazing Lightning Transition in Review
WT19: An Amazing Lightning Transition in ReviewSalesforce Admins
 
WT19: Metadata Magic: Maintain Code, Without the Code!
WT19: Metadata Magic: Maintain Code, Without the Code!WT19: Metadata Magic: Maintain Code, Without the Code!
WT19: Metadata Magic: Maintain Code, Without the Code!Salesforce Admins
 
WT19: Platform Events Are for Admins Too!
WT19: Platform Events Are for Admins Too! WT19: Platform Events Are for Admins Too!
WT19: Platform Events Are for Admins Too! Salesforce Admins
 
WT19: Lightning Layout Tricks
WT19: Lightning Layout TricksWT19: Lightning Layout Tricks
WT19: Lightning Layout TricksSalesforce Admins
 
WT19: Salesforce Tips, Tricks and Tools
WT19: Salesforce Tips, Tricks and ToolsWT19: Salesforce Tips, Tricks and Tools
WT19: Salesforce Tips, Tricks and ToolsSalesforce Admins
 
10 Easy Steps to Mastering Org Security
10 Easy Steps to Mastering Org Security10 Easy Steps to Mastering Org Security
10 Easy Steps to Mastering Org SecuritySalesforce Admins
 
Essential Habits for New Admins - Dec 2019
Essential Habits for New Admins - Dec 2019Essential Habits for New Admins - Dec 2019
Essential Habits for New Admins - Dec 2019Salesforce Admins
 
Learn to Leverage the Power of SOQL
Learn to Leverage the Power of SOQLLearn to Leverage the Power of SOQL
Learn to Leverage the Power of SOQLSalesforce Admins
 

Mehr von Salesforce Admins (18)

Admin Best Practices: Dashboards for Every Admin
Admin Best Practices: Dashboards for Every AdminAdmin Best Practices: Dashboards for Every Admin
Admin Best Practices: Dashboards for Every Admin
 
Admin Best Practices: Building Useful Formulas
Admin Best Practices: Building Useful FormulasAdmin Best Practices: Building Useful Formulas
Admin Best Practices: Building Useful Formulas
 
Admin Best Practices: 3 Steps to Seamless Deployments
Admin Best Practices: 3 Steps to Seamless DeploymentsAdmin Best Practices: 3 Steps to Seamless Deployments
Admin Best Practices: 3 Steps to Seamless Deployments
 
Awesome Admins Automate: Integrate Flow with AI and Chatbots
Awesome Admins Automate: Integrate Flow with AI and ChatbotsAwesome Admins Automate: Integrate Flow with AI and Chatbots
Awesome Admins Automate: Integrate Flow with AI and Chatbots
 
#AwesomeAdmins Automate: Create Triggered Flows and Batch Jobs
#AwesomeAdmins Automate:  Create Triggered Flows and Batch Jobs#AwesomeAdmins Automate:  Create Triggered Flows and Batch Jobs
#AwesomeAdmins Automate: Create Triggered Flows and Batch Jobs
 
Admin Best Practices: Remove Security Risk From Your Org with a User Audit
Admin Best Practices: Remove Security Risk From Your Org with a User AuditAdmin Best Practices: Remove Security Risk From Your Org with a User Audit
Admin Best Practices: Remove Security Risk From Your Org with a User Audit
 
Admin trailhead Live: Leverage Einstein Search to Increase Productivity
Admin trailhead Live: Leverage Einstein Search to Increase ProductivityAdmin trailhead Live: Leverage Einstein Search to Increase Productivity
Admin trailhead Live: Leverage Einstein Search to Increase Productivity
 
Trailhead Live: Build an Awesome Team of Admins
Trailhead Live: Build an Awesome Team of AdminsTrailhead Live: Build an Awesome Team of Admins
Trailhead Live: Build an Awesome Team of Admins
 
Semper Salesforce: Become a Salesforce Military Champion
Semper Salesforce: Become a Salesforce Military ChampionSemper Salesforce: Become a Salesforce Military Champion
Semper Salesforce: Become a Salesforce Military Champion
 
Best Practices and Tools for Backing Up Salesforce Data
Best Practices and Tools for Backing Up Salesforce DataBest Practices and Tools for Backing Up Salesforce Data
Best Practices and Tools for Backing Up Salesforce Data
 
WT19: An Amazing Lightning Transition in Review
WT19: An Amazing Lightning Transition in ReviewWT19: An Amazing Lightning Transition in Review
WT19: An Amazing Lightning Transition in Review
 
WT19: Metadata Magic: Maintain Code, Without the Code!
WT19: Metadata Magic: Maintain Code, Without the Code!WT19: Metadata Magic: Maintain Code, Without the Code!
WT19: Metadata Magic: Maintain Code, Without the Code!
 
WT19: Platform Events Are for Admins Too!
WT19: Platform Events Are for Admins Too! WT19: Platform Events Are for Admins Too!
WT19: Platform Events Are for Admins Too!
 
WT19: Lightning Layout Tricks
WT19: Lightning Layout TricksWT19: Lightning Layout Tricks
WT19: Lightning Layout Tricks
 
WT19: Salesforce Tips, Tricks and Tools
WT19: Salesforce Tips, Tricks and ToolsWT19: Salesforce Tips, Tricks and Tools
WT19: Salesforce Tips, Tricks and Tools
 
10 Easy Steps to Mastering Org Security
10 Easy Steps to Mastering Org Security10 Easy Steps to Mastering Org Security
10 Easy Steps to Mastering Org Security
 
Essential Habits for New Admins - Dec 2019
Essential Habits for New Admins - Dec 2019Essential Habits for New Admins - Dec 2019
Essential Habits for New Admins - Dec 2019
 
Learn to Leverage the Power of SOQL
Learn to Leverage the Power of SOQLLearn to Leverage the Power of SOQL
Learn to Leverage the Power of SOQL
 

Kürzlich hochgeladen

Top 10 Hubspot Development Companies in 2024
Top 10 Hubspot Development Companies in 2024Top 10 Hubspot Development Companies in 2024
Top 10 Hubspot Development Companies in 2024TopCSSGallery
 
Transport in Open Pits______SM_MI10415MI
Transport in Open Pits______SM_MI10415MITransport in Open Pits______SM_MI10415MI
Transport in Open Pits______SM_MI10415MIRomil Mishra
 
Women in Automation 2024: Career session - explore career paths in automation
Women in Automation 2024: Career session - explore career paths in automationWomen in Automation 2024: Career session - explore career paths in automation
Women in Automation 2024: Career session - explore career paths in automationDianaGray10
 
HCI Lesson 1 - Introduction to Human-Computer Interaction.pdf
HCI Lesson 1 - Introduction to Human-Computer Interaction.pdfHCI Lesson 1 - Introduction to Human-Computer Interaction.pdf
HCI Lesson 1 - Introduction to Human-Computer Interaction.pdfROWELL MARQUINA
 
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Jeffrey Haguewood
 
Infrared simulation and processing on Nvidia platforms
Infrared simulation and processing on Nvidia platformsInfrared simulation and processing on Nvidia platforms
Infrared simulation and processing on Nvidia platformsYoss Cohen
 
The Critical Role of Spatial Data in Today's Data Ecosystem
The Critical Role of Spatial Data in Today's Data EcosystemThe Critical Role of Spatial Data in Today's Data Ecosystem
The Critical Role of Spatial Data in Today's Data EcosystemSafe Software
 
Arti Languages Pre Seed Pitchdeck 2024.pdf
Arti Languages Pre Seed Pitchdeck 2024.pdfArti Languages Pre Seed Pitchdeck 2024.pdf
Arti Languages Pre Seed Pitchdeck 2024.pdfwill854175
 
Introduction-to-Wazuh-and-its-integration.pptx
Introduction-to-Wazuh-and-its-integration.pptxIntroduction-to-Wazuh-and-its-integration.pptx
Introduction-to-Wazuh-and-its-integration.pptxmprakaash5
 
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...Wes McKinney
 
A PowerPoint Presentation on Vikram Lander pptx
A PowerPoint Presentation on Vikram Lander pptxA PowerPoint Presentation on Vikram Lander pptx
A PowerPoint Presentation on Vikram Lander pptxatharvdev2010
 
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS:  6 Ways to Automate Your Data IntegrationBridging Between CAD & GIS:  6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integrationmarketing932765
 
Which standard is best for your content?
Which standard is best for your content?Which standard is best for your content?
Which standard is best for your content?Rustici Software
 
Long journey of Ruby standard library at RubyConf AU 2024
Long journey of Ruby standard library at RubyConf AU 2024Long journey of Ruby standard library at RubyConf AU 2024
Long journey of Ruby standard library at RubyConf AU 2024Hiroshi SHIBATA
 
Efficiencies in RPA with UiPath and CyberArk Technologies - Session 2
Efficiencies in RPA with UiPath and CyberArk Technologies - Session 2Efficiencies in RPA with UiPath and CyberArk Technologies - Session 2
Efficiencies in RPA with UiPath and CyberArk Technologies - Session 2DianaGray10
 
Digital Tools & AI in Career Development
Digital Tools & AI in Career DevelopmentDigital Tools & AI in Career Development
Digital Tools & AI in Career DevelopmentMahmoud Rabie
 
Dublin_mulesoft_meetup_API_specifications.pptx
Dublin_mulesoft_meetup_API_specifications.pptxDublin_mulesoft_meetup_API_specifications.pptx
Dublin_mulesoft_meetup_API_specifications.pptxKunal Gupta
 
Transcript: Green paths: Learning from publishers’ sustainability journeys - ...
Transcript: Green paths: Learning from publishers’ sustainability journeys - ...Transcript: Green paths: Learning from publishers’ sustainability journeys - ...
Transcript: Green paths: Learning from publishers’ sustainability journeys - ...BookNet Canada
 
Bitdefender-CSG-Report-creat7534-interactive
Bitdefender-CSG-Report-creat7534-interactiveBitdefender-CSG-Report-creat7534-interactive
Bitdefender-CSG-Report-creat7534-interactivestartupro
 
Potential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and InsightsPotential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and InsightsRavi Sanghani
 

Kürzlich hochgeladen (20)

Top 10 Hubspot Development Companies in 2024
Top 10 Hubspot Development Companies in 2024Top 10 Hubspot Development Companies in 2024
Top 10 Hubspot Development Companies in 2024
 
Transport in Open Pits______SM_MI10415MI
Transport in Open Pits______SM_MI10415MITransport in Open Pits______SM_MI10415MI
Transport in Open Pits______SM_MI10415MI
 
Women in Automation 2024: Career session - explore career paths in automation
Women in Automation 2024: Career session - explore career paths in automationWomen in Automation 2024: Career session - explore career paths in automation
Women in Automation 2024: Career session - explore career paths in automation
 
HCI Lesson 1 - Introduction to Human-Computer Interaction.pdf
HCI Lesson 1 - Introduction to Human-Computer Interaction.pdfHCI Lesson 1 - Introduction to Human-Computer Interaction.pdf
HCI Lesson 1 - Introduction to Human-Computer Interaction.pdf
 
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
Email Marketing Automation for Bonterra Impact Management (fka Social Solutio...
 
Infrared simulation and processing on Nvidia platforms
Infrared simulation and processing on Nvidia platformsInfrared simulation and processing on Nvidia platforms
Infrared simulation and processing on Nvidia platforms
 
The Critical Role of Spatial Data in Today's Data Ecosystem
The Critical Role of Spatial Data in Today's Data EcosystemThe Critical Role of Spatial Data in Today's Data Ecosystem
The Critical Role of Spatial Data in Today's Data Ecosystem
 
Arti Languages Pre Seed Pitchdeck 2024.pdf
Arti Languages Pre Seed Pitchdeck 2024.pdfArti Languages Pre Seed Pitchdeck 2024.pdf
Arti Languages Pre Seed Pitchdeck 2024.pdf
 
Introduction-to-Wazuh-and-its-integration.pptx
Introduction-to-Wazuh-and-its-integration.pptxIntroduction-to-Wazuh-and-its-integration.pptx
Introduction-to-Wazuh-and-its-integration.pptx
 
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
The Future Roadmap for the Composable Data Stack - Wes McKinney - Data Counci...
 
A PowerPoint Presentation on Vikram Lander pptx
A PowerPoint Presentation on Vikram Lander pptxA PowerPoint Presentation on Vikram Lander pptx
A PowerPoint Presentation on Vikram Lander pptx
 
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS:  6 Ways to Automate Your Data IntegrationBridging Between CAD & GIS:  6 Ways to Automate Your Data Integration
Bridging Between CAD & GIS: 6 Ways to Automate Your Data Integration
 
Which standard is best for your content?
Which standard is best for your content?Which standard is best for your content?
Which standard is best for your content?
 
Long journey of Ruby standard library at RubyConf AU 2024
Long journey of Ruby standard library at RubyConf AU 2024Long journey of Ruby standard library at RubyConf AU 2024
Long journey of Ruby standard library at RubyConf AU 2024
 
Efficiencies in RPA with UiPath and CyberArk Technologies - Session 2
Efficiencies in RPA with UiPath and CyberArk Technologies - Session 2Efficiencies in RPA with UiPath and CyberArk Technologies - Session 2
Efficiencies in RPA with UiPath and CyberArk Technologies - Session 2
 
Digital Tools & AI in Career Development
Digital Tools & AI in Career DevelopmentDigital Tools & AI in Career Development
Digital Tools & AI in Career Development
 
Dublin_mulesoft_meetup_API_specifications.pptx
Dublin_mulesoft_meetup_API_specifications.pptxDublin_mulesoft_meetup_API_specifications.pptx
Dublin_mulesoft_meetup_API_specifications.pptx
 
Transcript: Green paths: Learning from publishers’ sustainability journeys - ...
Transcript: Green paths: Learning from publishers’ sustainability journeys - ...Transcript: Green paths: Learning from publishers’ sustainability journeys - ...
Transcript: Green paths: Learning from publishers’ sustainability journeys - ...
 
Bitdefender-CSG-Report-creat7534-interactive
Bitdefender-CSG-Report-creat7534-interactiveBitdefender-CSG-Report-creat7534-interactive
Bitdefender-CSG-Report-creat7534-interactive
 
Potential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and InsightsPotential of AI (Generative AI) in Business: Learnings and Insights
Potential of AI (Generative AI) in Business: Learnings and Insights
 

Essential Habits for Salesforce Admins: Actionable Analytics

  • 1. Essential Habits for Salesforce Admins: Actionable Analytics Rachel Mincarelli rmincarelli@salesforce.com @rachel_minc
  • 2. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  • 4. Join the Admin Trailhead Live Group for Q&A sforce.co/AdminLiveSessionGroup
  • 5. The Importance of Habits “Habits are not a finish line to be crossed. They are a lifestyle to be lived.” ― James Clear
  • 8. Data Management Security Actionable Analytics Master Core Admin ResponsibilitiesThe Importance of Actionable Analytics Actionable analytics are the way that you as an Admin can use your Salesforce data to help your company drive decisions on where and how to focus your business. Actionable Analytics
  • 9. Analytics Can Provide Critical Insights Look across a broad range of data and use cases with Tableau Get insights into Salesforce workflow and user experience with Tableau CRM (formerly Einstein Analytics) Report on data in your Salesforce org with Reports and Dashboards Leverage different solutions for different use cases
  • 10. Actionable Analytics Habits Share Insights with Stakeholders Connect and Learn MoreReview Key Reports and Dashboards Report on Report Usage
  • 11. Actionable Analytics Habits Share Insights with Stakeholders Review Key Reports and Dashboards Report on Report Usage Connect and Learn More
  • 12. Report on Report Usage Run Optimizer to identify unused Reports and Dashboards Create a custom report type to review usage – ex: most-used reports Designate internal “Awesome Analytics Advocates” Check in with stakeholders and users
  • 13. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 Make It a Habit! 2021 Understand which reports are being used (or not) Report on Report Usage Weekly Monthly Quarterly
  • 14. Actionable Analytics Habits Share Insights with Stakeholders Review Key Reports and Dashboards Report on Report Usage Connect and Learn More
  • 15. Review Key Reports and Dashboards Designate business-critical Reports and Dashboards at multiple levels Stakeholder Examine factors driving the business forward User Enable them to do their jobs with more accuracy and efficiency Admin Look at how reports are used & what needs updating to ensure effective reporting foundation
  • 16. User: Sales Rep My leads that need follow up this week Stakeholder: Sales VP Start With These Key Reports Example reports for each level of your business Total business closed this month by rep Admin Data created in the last week by Sales users Reports and Dashboards run in the last week User: Service Rep My cases open over 7 days Stakeholder: Service VP Case open time by support rep
  • 17. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Make It a Habit! Understand which reports are being used (or not) Report on Report Usage Review key reports & dashboards Review at stakeholder, user, and Admin levels
  • 19. Actionable Analytics Habits Share Insights with Stakeholders Review Key Reports and Dashboards Report on Report Usage Connect and Learn More
  • 20. Share Insights with Stakeholders Clarify key questions Define business and team goals Review trends and provide data to inform decisions Improve existing dashboards based on feedback Use analytics to share insights
  • 21. Upcoming business changes that could affect existing Reports and Dashboards Assess high-level goal progress Review high-level usage: most & least used Reports and Dashboards Share an analytics success story Prioritize analytics updates across the company with stakeholders Communicate with Stakeholders Sample meeting agenda
  • 22. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Make It a Habit! Share Insights with Stakeholders Use analytics to share insights Understand which reports are being used (or not) Report on Report Usage Review key reports & dashboards Review at stakeholder, user, and Admin levels
  • 23. Sharon Klardie Sr. Manager, Salesforce Labs Salesforce Expert Corner
  • 24. Actionable Analytics Habits Share Insights with Stakeholders Review Key Reports and Dashboards Report on Report Usage Connect and Learn More
  • 25. Connect and Learn More Check in with analytics Trailblazer Community groups, learn about new products and best practices Complete a new reporting or analytics badge on Trailhead Share what you’re learning with stakeholders and connect topics with business needs
  • 26. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Make It a Habit! Share Insights with Stakeholders Use analytics to share insights Understand which reports are being used (or not) Report on Report Usage Review key reports & dashboards Review at stakeholder, user, and Admin levels Connect and Learn More Earn an analytics Trailhead badge
  • 27. Actionable Analytics Habits Share Insights with Stakeholders Connect and Learn MoreReview Key Reports and Dashboards Report on Report Usage
  • 28. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Your Actionable Analytics Habits Share Insights with Stakeholders Use analytics to share insights Understand which reports are being used (or not) Report on Report Usage Review key reports & dashboards Review at stakeholder, user, and Admin levels Connect and Learn More Earn an analytics Trailhead badge
  • 29. Dive in and continue learningStart here User Management Data Management Security Actionable Analytics Join Us For The Whole Series! You are here! Watch on-demand Watch on-demand Watch on-demand
  • 30. Connect With Us and Keep Learning! @SalesforceAdmns #AwesomeAdmin Salesforce Admins bit.ly/essentialhabitstrailmix
  • 32. blog posts | podcasts | videos admin.salesforce.com