Blog

30/11/2016

Surfing the Analytics Wave

The Salesforce Analytics Cloud, or Salesforce Wave Analytics, has been here for a while now and the buzz around it is going strong amongst our customers. Salesforce Analytics Cloud is seen as an interactive tool that provides more insights compared to the traditional Salesforce reports and dashboards. Salesforce Analytics sure does that, but it is more than just an add-on to traditional reporting.

Imagine the difference in grocery shopping between the past and now: in the old times, people used to go to a salesperson standing behind the counter and tell them what they wish to buy. If they got a wrong product or didn’t quite like the color of the apples after all they had to hand the stuff back and ask for a replacement. This is exactly what is being done with the traditional reporting and BI tools – somebody from business decides what they need, explains it to an administrator and waits for the appropriate report or dashboard being created. Then he checks if it meets their needs, provides further specifications and waits again, and this can go on for days, weeks or even months. Later comes another person from a different department and wants to see the same data from a slightly different viewpoint. By the time everybody gets the data in the correct format for them, it might already be too late for what they actually wanted to achieve with it.

Self-service is natural for grocery shopping. I’m pretty sure I’m not the only one who wants to squeeze their avocados before choosing the perfect one, and who gets inspired by walking through the aisles comparing different products and packages. Why should searching for perfect insights and visualizations from your data be any different to this? With Salesforce Analytics Cloud, everybody from your company can bring in their preferred set of data and start exploring it intuitively. Sure, it makes sense for an admin to create some datasets, lenses, and dashboards there to start with, but working with Salesforce Analytics Cloud is so easy and efficient that really anybody can do it on the fly.

Now that I’ve got your interest, let’s jump into details. What can you actually do with Salesforce Analytics Cloud and how? The easy way to start exploring the possibilities of Salesforce Analytics Cloud is utilizing the pre-built Apps by Salesforce – the Sales Wave App and the Service Wave App offer a set of datasets and dashboards optimized for sales and service use. You are able to configure the apps to some extent but for more custom business needs you’ll probably want to add your own datasets and visualizations on top of the variety of pre-built items.

Salesforce Analytics Cloud - Sales Wave Dashboard Wave Dashboard

Being Salesforce native, Salesforce Analytics Cloud easily connects to the objects, fields and their relationships in your own Org. You are able to build a dataset that is composed of any standard or custom object and chosen related objects with your preferred selection of fields. In addition to Salesforce data, you can bring in .CSV files or external data through various partner interfaces. The data gets updated regularly with a scheduled data flow, or you can choose to update it manually.

 

Salesforce Analytics Cloud - Basic Terminology

Once the data is in you can start your exploration. You can dive into the data through a lens that lets you view the data from different viewpoints, experiment with different visualizations and drill down to interesting parts by filtering the data. You can operate with individual lenses and store the most intriguing findings, or you can combine a set of different lenses to a dashboard. A dashboard consists of several widgets that can contain for example graphs, numbers, text, tables or pictures. The widgets on a dashboard can be interlinked, meaning that you can apply common filters to change the whole view at once. This all makes Salesforce Analytics Cloud a highly intuitive, interactive and effective analytics tool. You can get meaningful insights in a flash, regardless what your goal or role in the company is. But, unlike to the more traditional BI tools, with Salesforce Analytics Cloud, it doesn’t have to stop there. Since it is directly connected to your Salesforce instance you can also take direct action based on the insights. The quick actions in your instance are easily accessible from within Salesforce Analytics Cloud. Imagine creating a task to notify a high amount opportunity owner to take action or updating account information based on your exploration, without needing to separately navigate to the record in question. You can even add your customized quick actions to perform various tasks according to your specific needs. It is also possible to share any lens or dashboard to Chatter, either as a link or as a screenshot of the relevant visualization. No more excessive navigation between the different tabs in your org or various emails containing manual screenshots and excel files – with a couple of clicks within Salesforce Analytics Cloud you’ve shared the meaningful insights to everybody who needs to know.

 

Salesforce Analytics Cloud - Actionable Insights
Taking Action Within Salesforce Analytics Cloud

And it works vice versa as well. With embedded dashboards, you can bring Salesforce Analytics data and visualizations to your record page layouts. Viewing the key figures and graphs on the record itself saves your time and clicks, and you can easily dig in deeper to the data through the embedded dashboard.I promised you earlier that Salesforce Analytics Cloud is accessible whenever wherever. This is enabled by the Salesforce Analytics Analytics mobile app for iOS and Android. After downloading the app and logging in, your Salesforce Analytics data is available to you in a mobile-optimized way. No need for customization or setting up, you’re ready to start exploring and taking action.

When starting with Salesforce Analytics it is good to keep in mind that the tool is constantly evolving like all Salesforce Clouds. The tool is already impressive but there are some improvement points for the future.

First of all, when things get complicated you need to use code. Luckily it’s simple JSON that even a not so technically oriented admin such as myself can operate with to some extent, but you can’t really assume a business user to edit a .json file. Accessing the code is also not made easy as it’s hidden behind a keyboard shortcut that you just need to know. Let’s hope the rumors are true, and even more complicated editing of dashboards, such as combining data from different sources, will be possible through the user interface in the future.

The classic version of the Salesforce Analytics Cloud dashboard designer is also lacking some useful features such as being able to align the widgets automatically and sending them to back or bringing them to the front. Since this type of functionality is familiar from basic office tools it can be really annoying not to have it. The new beta version of the designer brings some relief to that, enabling placing widgets only to predefined areas nicely aligned. However, this results in some limitations considering e.g. the widget sizes and positions, so no perfect solution available yet.

Even with the current restrictions I personally am convinced about the possibilities of Salesforce Analytics and feel that it can bring high value to many businesses when properly planned, implemented and brought into use. Be it better real-time insights for your business people or less secretary work for your administrators, surfing the Salesforce Analytics Cloud wave is something everybody in your company can benefit from.

Written by Paula Laitio
Business Consultant

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