Data visualization in Salesforce

Data visualization in Salesforce

Did you know that it is very easy to visualize data in Salesforce? As a company, you probably have a lot of data at your disposal. Data is very useful for figuring out what needs improvement and what is already doing very well. Data visualization makes this even easier.

Why data visualization?

Data in a graph or table is easier to interpret than a long Excel report or a Salesforce report. Data visualization is an easy way to see trends, patterns and opportunities. In addition, data visualization can make your presentation or pitch just that little bit more compelling.

How do you visualize data in Salesforce?

It is very easy to create a dashboard in Salesforce and visualize the data that comes from a Salesforce report. You just need to create a report with the data you need, create a dashboard and add the report as a component to your dashboard.

You can add different components, from different types of charts to tables and measurement tools. If you don't know exactly how to do this, the trail "Reports & Dashboards for Lightning Experience" on Trailhead explains it to you step by step.

Sample reports/dashboards AppExchange

If you don't want to create your own dashboard you can also download templates from the AppExchange. These packages are free and can be customized to your needs. Then keep in mind that some parts of these packages are easy to implement, but they may have limitations or may not be entirely suitable for your business.

Different dashboards for different teams

Not every team needs access to all dashboards or the same dashboard. Nor do you always need the same components from your dashboard for your presentation or pitch. Fortunately, in Salesforce you can create different dashboards for different teams and goals.

Before creating a dashboard, think about what the purpose is, which teams or individuals will have access, which and the amount of data you want to use, and the types of charts you will use.

Colin Hammer

Colin Hamer is a Software Engineer at CaseNine. He is responsible for various Salesforce projects at clients.