Admin Best Practices: Reports and Dashboards
Sourced through Scoop.it from: admin.salesforce.com
Great video and content! Building quality reports and dashboards is so essential to having a thriving Salesforce business
App of the Week – Salesforce Inspector
For anyone out there who regularly need to dig into Salesforce data, this app is for you. Well, to be precise, it’s a plugin, not an app, and this Chrome Plugin allows you to add a metadata layout on top of your standard Salesforce UI. Simply hover or click, and you can pull up the data behind the data, for any object or field on a Salesforce page.
“Salesforce Inspector is a productivity tool for Salesforce administrators and developers to inspect data and metadata directly from the Salesforce UI.”
App of the Week – Daydream Lightning Bundle
For any admin or developer looking to build a better Salesforce org, there are a plethora of tools available for download and purchase. However, knowing where to get started can be daunting, especially for those of us who don’t have a lot of extra time to spend on research. So why not go with a bundle of prebuilt components, that will give you so many of those essential add-ons and functions, without the hassle of finding each one individually? The Daydream Lightning Bundle is 10 powerful lightning components, that will instantly improve your org. Included are:
- Advanced Manual Sharing
- World/Country Heat Map
- Advanced Field History
- Activity History
- Time Tracker
- Video Player
- Dynamic Button
- Dynamic Banner
- Team Member
- Note Search
The Daydream Lightning Bundle is a set of Lightning components that will supercharge your Lightning Experience. Simply drag and drop our components onto your Home or Record pages.
Tip of the Week – How to Encourage New Software Adoptions
So you just installed new software in your company to boost productivity and growth? Great! But how do you get everyone on your team to really commit to adopting and using the new features? Poor adoption can lead to a fractured and dissatisfied team, as well as potential business setbacks and losses. Whether you have made a significant change, like moving your entire operation onto Salesforce, or a smaller one, like adding a group messaging app such as Slack, encouraging software adoption can be challenging.
For each user, the adoption arc will be unique, but the following practices are a great place to start:
- Transparent Communication: Talk to your team openly. Make sure everyone understand what change is being made and why. Take some time to spell out the benefits.
- Early Adopters: If possible, make the new software available for experimentation prior to the official launch. Give your team a risk free opportunity to explore
- Success Stories and Super Users: Do you have any early adopter wizards? Super users who immediately pick it up and run? Share their stories to encourage the team. Explore what is working well and let them share tips from personal experience.
- Appreciation and Recognition: Little rewards can go a long way. Simple shout outs to a new successful adoption, or a quick thank you message can keep the adoption rolling.
- Support Structure: If anyone is struggling, make sure you have the resources readily available to help. Make it easy to get help, and push the message that it’s ok to ask for help. Nobody wants to be ostracized for struggling with a new system.
-Ryan and the CMB Team
Tip of the Week – Chrome Extensions for Salesforce
Salesforce is the #1 CRM in the world. Google Chrome is the #1 browser in the world, swallowing up around 50% of the browser market share. So it only seems natural that the two would start integrating.
Google Chrome has extensions for just about everything in Salesforce: login, productivity, debugging and code search tools, and more! You can enhance your dashboards, analyze code, and set custom hotkeys. What’s more, this is only a partial list of the extensions out there! If you can dream it, there’s a chance someone has developed it.
Click Here for a List of Some Top Extensions!
-Ryan and the CMB Team