Build & Document the Perfect Analytics Environment

Lake Bemidji 1:50-2:30 PM @shannonresch

About Me

Shannon Resch Senior Salesforce Administrator Blue Cross Blue Shield of Michigan

Event Hashtags

#MWD23 @Midwest Dreamin’ @ShannonResch

Sponsor Slide

Event sponsorship

Conference Whova App

Midwest Dreamin’ 2023 Aug 16 – 18, 2023

My journey

Agenda

Build & Document the Perfect CRM Analytics Environment What brings you to CRM Analytics? What do you have? What do you need to do? Pulling it all together!

What brings you to CRM Analytics?

• Powerful capabilities beyond standard reports and dashboards • Interactive, engaging, dynamic • Find the why!

Use Cases for our Admin Team

Standard Reports timing out or running slowly

Use Cases for our Admin Team

Unrelated objects couldn’t be joined in standard reports

Use Cases for our Admin Team

Looking up record identifiers

Use Cases for our Admin Team

Marketing Cloud cleanup

Use Cases for our Admin Team

Onboard new Salesforce users •See all records •Simple user interface •Limited functionality •Customize the headers

Use Cases for our Admin Team Summary

Where do I start?

Learning Center

Where do I start?

Trailhead

Where do I start?

YouTube

Where do I start?

Accelerators Premier support customers – to view catalog and request one, go to: https://help.salesforce. com/s/accelerators

Where do I start?

Webinars

Where do I start?

Academy Training

Where do I start?

Community Groups

Checklist #1

Identify Your Use Cases • Clean up external data • Look up Record IDs • Onboard new team • Report on unrelated objects

What do you have?

Maybe a lot… …or maybe nothing?

What do you have?

Maybe a lot…

Datasets

What are datasets?

Datasets

Dataset - chart examples

Dataflows

Recipes

Standard Report Type limitations

Recipes can do it!

Apps & Dashboards

What exists today?

Analytics Home > Data Assets

Data Manager > Dataflows & Recipes

Schedules > After Events or specific times

Analytics Home > Connections

How is access controlled?

User license + permission sets Analytics > App sharing settings

Keep it organized (in your own way)

https://bit.ly/ShannonResch

QR code and bit.ly link https://bit.ly/ShannonResch

Checklist #2

What do you have? •What exists today? •Who has which permission sets? •What are the existing schedules? •What apps and templates do you have?

What do you need to do?

Maybe a lot… …or maybe nothing?

What do you need to do?

Find gaps and ways to improve

Clean up items that are not used or needed anymore

Find gaps and ways to improve

Metric: High priority Activities not started yet

Find gaps and ways to improve

Analytics Home > Data Assets

Find gaps and ways to improve

Use one dataflow multiple times

Find gaps and ways to improve

Use one dataflow multiple times

Find gaps and ways to improve

Use one dataflow multiple times

Get out of (Technical) Debt

🤷🏻‍♀️

🤦🏻‍♀️

Update User Access

Analytics Admin: Create Edit Update Download Access all features Analytics User: Use CRM Analytics

Update User Access

Analytics Admin Advanced User Standard User

Event Monitoring

Checklist #3

What do you need to do? •Clean up duplicate dataflows/recipes •Archive what is not used •Create more granular permission sets •Update users and access

Pulling it all together

What’s “perfect” to you and your company?

#1 Tip to keep things documented and organized

Store your data design, metrics, notes, etc. Hidden from end users, but admins can view and update

Dashboard Notes example

Keep this “perfect” going!

Future audit schedule -Quarterly? Annually? What makes sense to you and your team?
Enablement Site (myTrailhead) or Trailmix assignments (in resources site provided today)
Notes tab is required! Anything built must have this
Review existing items first - Prevent duplicate dataflows/recipes

Use Cases for our Admin Team - Solution

•Onboard new Salesforce users •See all records •Simple user interface •Limited functionality •Customize the headers