Build and Document the Perfect Analytics Environment

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

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Build & Document the Perfect Analytics Environment

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

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About Me

Shannon Resch Senior Salesforce Administrator Blue Cross Blue Shield of Michigan

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Event Hashtags

#MWD23 @Midwest Dreamin’ @ShannonResch

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Sponsor Slide

Event sponsorship

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Conference Whova App

Midwest Dreamin’ 2023 Aug 16 – 18, 2023

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My journey

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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!

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What brings you to CRM Analytics?

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

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Use Cases for our Admin Team

Standard Reports timing out or running slowly

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Use Cases for our Admin Team

Unrelated objects couldn’t be joined in standard reports

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Use Cases for our Admin Team

Looking up record identifiers

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Use Cases for our Admin Team

Marketing Cloud cleanup

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Use Cases for our Admin Team

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

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Use Cases for our Admin Team Summary

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Where do I start?

Learning Center

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Where do I start?

Trailhead

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Where do I start?

YouTube

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Where do I start?

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

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Where do I start?

Webinars

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Where do I start?

Academy Training

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Where do I start?

Community Groups

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Checklist #1

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

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What do you have?

Maybe a lot… …or maybe nothing?

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What do you have?

Maybe a lot…

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Datasets

What are datasets?

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Datasets

Dataset - chart examples

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Dataflows

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Recipes

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Standard Report Type limitations

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Recipes can do it!

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Apps & Dashboards

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What exists today?

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Analytics Home > Data Assets

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Data Manager > Dataflows & Recipes

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Schedules > After Events or specific times

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Analytics Home > Connections

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How is access controlled?

User license + permission sets Analytics > App sharing settings

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Keep it organized (in your own way)

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https://bit.ly/ShannonResch

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

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Checklist #2

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

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What do you need to do?

Maybe a lot… …or maybe nothing?

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What do you need to do?

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Find gaps and ways to improve

Clean up items that are not used or needed anymore

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Find gaps and ways to improve

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Find gaps and ways to improve

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Find gaps and ways to improve

Metric: High priority Activities not started yet

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Find gaps and ways to improve

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Find gaps and ways to improve

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Analytics Home > Data Assets

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Find gaps and ways to improve

Use one dataflow multiple times

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Find gaps and ways to improve

Use one dataflow multiple times

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Find gaps and ways to improve

Use one dataflow multiple times

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Get out of (Technical) Debt

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🤷🏻‍♀️

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🤦🏻‍♀️

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Update User Access

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

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Update User Access

Analytics Admin Advanced User Standard User

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Event Monitoring

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Checklist #3

  1. 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

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Pulling it all together

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

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#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

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Dashboard Notes example

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Keep this “perfect” going!

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

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Use Cases for our Admin Team - Solution

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

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Use Cases for our Admin Team - Solution

✔ See all records

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Use Cases for our Admin Team - Solution

✔ Simple user interface ✔ Limited functionality ✔ Customize the headers

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Use Cases for our Admin Team - Solution

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Use Cases for our Admin Team - Solution

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Thank You!