Build and Document the Perfect Analytics Environment

A presentation at Midwest Dreamin in August 2023 in Minneapolis, MN, USA by Shannon Resch

Build & Document the Perfect Analytics Environment — Build & Document the Perfect Analytics Environment
Lake Bemidji 1:50-2:30 PM @shannonresch

About Me — About Me
Shannon Resch Senior Salesforce Administrator Blue Cross Blue Shield of Michigan

Event Hashtags — Event Hashtags
#MWD23 @Midwest Dreamin’ @ShannonResch

Sponsor Slide — Sponsor Slide
Event sponsorship

Conference Whova App — Conference Whova App
Midwest Dreamin’ 2023 Aug 16 – 18, 2023

My journey

Agenda — 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? — 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 — Use Cases for our Admin Team
Standard Reports timing out or running slowly

Use Cases for our Admin Team — Use Cases for our Admin Team
Unrelated objects couldn’t be joined in standard reports

Use Cases for our Admin Team — Use Cases for our Admin Team
Looking up record identifiers

Use Cases for our Admin Team — Use Cases for our Admin Team
Marketing Cloud cleanup

Use Cases for our Admin Team — 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? — Where do I start?
Learning Center

Where do I start? — Where do I start?
Trailhead

Where do I start? — Where do I start?
YouTube

Where do I start? — 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? — Where do I start?
Webinars

Where do I start? — Where do I start?
Academy Training

Where do I start? — Where do I start?
Community Groups

Checklist #1 — 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? — What do you have?
Maybe a lot… …or maybe nothing?

What do you have? — What do you have?
Maybe a lot…

Datasets — Datasets
What are datasets?

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? — How is access controlled?
User license + permission sets Analytics > App sharing settings

Keep it organized (in your own way)

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

Checklist #2 — 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? — What do you need to do?
Maybe a lot… …or maybe nothing?

What do you need to do?

Find gaps and ways to improve — Find gaps and ways to improve
Clean up items that are not used or needed anymore

Find gaps and ways to improve

Find gaps and ways to improve

Find gaps and ways to improve — Find gaps and ways to improve
Metric: High priority Activities not started yet

Find gaps and ways to improve

Find gaps and ways to improve

Analytics Home > Data Assets

Find gaps and ways to improve — Find gaps and ways to improve
Use one dataflow multiple times

Find gaps and ways to improve — Find gaps and ways to improve
Use one dataflow multiple times

Find gaps and ways to improve — Find gaps and ways to improve
Use one dataflow multiple times

Get out of (Technical) Debt

🤷🏻‍♀️

🤦🏻‍♀️

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

Update User Access — Update User Access
Analytics Admin Advanced User Standard User

Event Monitoring

Checklist #3 — 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 — Pulling it all together
What’s “perfect” to you and your company?

#1 Tip to keep things documented and organized — #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! — 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 — Use Cases for our Admin Team - Solution
•Onboard new Salesforce users •See all records •Simple user interface •Limited functionality •Customize the headers

Use Cases for our Admin Team - Solution — Use Cases for our Admin Team - Solution
✔ See all records

Use Cases for our Admin Team - Solution — Use Cases for our Admin Team - Solution
✔ Simple user interface ✔ Limited functionality ✔ Customize the headers

Use Cases for our Admin Team - Solution

Use Cases for our Admin Team - Solution

Thank You!

Shannon Resch
@shannonresch

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Everyone knows the superpowers a good Admin is capable of in Salesforce! Why not bring it over to CRM Analytics? That’s where you can really ramp up your metrics and overcome limitations – but where do you start? What do you need to focus on first? How can you pull it all together? Let’s walk through a checklist, start a template, and implement one amazingly easy tip to keep everything perfectly documented. Having a plan of attack will pay off in the long run and make your team shine!

Resources

The following resources were mentioned during the presentation or are useful additional information.

Shannon’s site with Resources in MWD tab

Midwest Dreamin tab has links to learning resources, documentation template, Trailmixes.