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Leveraging Salesforce Analytics for Custom Apps Track: Developers Debbie Ashton, FinancialForce.com Srini Vishnubhatta, salesforce.com

Leveraging Salesforce Analytics for Custom Apps

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Reports and dashboards are key for Force.com apps as business users everywhere are increasingly demanding integrated analytics as part of every business application. And, rapid application development which includes reporting and dashboards is one of the key strengths of Force.com platform. In this session, you'll gain practical knowledge into how FinancialForce is using salesforce analytics in their app to transform it into an enterprise-grade solution.

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Page 1: Leveraging Salesforce Analytics for Custom Apps

Leveraging Salesforce Analytics for Custom Apps

Track: Developers

Debbie Ashton, FinancialForce.comSrini Vishnubhatta, salesforce.com

Page 2: Leveraging Salesforce Analytics for Custom Apps

Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Page 3: Leveraging Salesforce Analytics for Custom Apps

Srini Vishnubhatta

Product Manager, Analytics

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Our Goals for Today

Understand the benefits of analytics

Learn about Salesforce native analytic capabilities

Find out how to add analytics within custom apps

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Today’s Session

Why Analytics?

Analytics in FinancialForce

Building Analytics In Your App

Best Practices Using Analytics

About Salesforce Analytics

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Debbie Ashton

VP Products & Customer Success

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100% Native Real-Time Accounting

Trusted, Global Experience

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Why Analytics?

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Real-time. Always.

Accessible By Everyone

Flexible. In Sync. Reportable.

Insight That is Real-time, Timely, and Trustworthy

What Drives Our Enterprise App?

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Business Insights

ProcessAutomation

Integrated Analytics

Why The Emphasis on Analytics?

Beyond Accounting and Billing...to Insight

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Complete view of the business

Extensive use of dashboards

Pre-packaged financial KPIs

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Want to review Customer Balances?

There’s a dashboard for that!

Process-specific dashboards

Analytics-centric design

Enhanced user experience

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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!

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How did we build Analytics into our App?

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Demo

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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

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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

Page 18: Leveraging Salesforce Analytics for Custom Apps

Demo

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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

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Beyond Analytics:

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The Force Will be With You, AlwaysFinancialForce XL – Download to Excel and formal financial statements

Custom Analytics and Reporting using Force.com

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Best practices using Salesforce Analytics

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Demo

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Drill Options

Drill into the source report

Drill into the filtered source report (contextual drilling)

Drill into the record detail page

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Drill Options: Contextual Drilling

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Drill Options: Dashboard to Record Detail

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Drill Options: Dashboard to Record Detail

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Performance Dashboard

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Integrated Visibility across Sales & FinanceApplies to Force.com Apps that extend Salesforce CRM

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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

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Want to Highlight Performance Problems?

Conditional Highlighting Gauge Chart – Track Goals

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If a Picture is Worth a Thousand Words…

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The Salesforce Analytics Difference

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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?

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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

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Q&AFinancialForce.com

salesforce.comDebbie AshtonSrini Vishnubhatta

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How Could Dreamforce Be Better? Tell Us!

Log in to the Dreamforce app to submit

surveys for the sessions you attendedUse the

Dreamforce Mobile app to submit

surveysEvery session survey you submit is

a chance to win an iPod nano!

OR

Page 39: Leveraging Salesforce Analytics for Custom Apps

D I S C O V E R

Visit the Developer Training and Support Booth in Force.com Zone

Discover

Developer

Learning Paths

Developer training, certification and support resources

S U C C E S SFind us in the Partner Demo Area of

Force.com Zone 2nd Floor Moscone West

that help you achieve

Learn about Developer

Certifications

Page 40: Leveraging Salesforce Analytics for Custom Apps

Remember. . .

Check Chatter for additional session information

Get your developer Workbooks and Cheat Sheets in

the Force.com Zone

Visit for more information related

to this topicDon’t forget the survey!

SURPRISE GIVEAWAY!

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Page 41: Leveraging Salesforce Analytics for Custom Apps

Leveraging Salesforce Analytics for Custom Apps