Leveraging Salesforce Analytics for Custom Apps

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