Data visualization in Salesforce
Did you know it is really easy to visualize your data in Salesforce? As a company you probably have a lot of data in Salesforce. Data can be pretty useful to figure out which areas need improvement or are doing really well. Visualized data makes that even easier.
Why visualize data?
Data presented in charts and tables is easier to understand and interpret than a long Excel report or a Salesforce report. Visualized data is an easy way to see trends, patterns and opportunities. Visualized data in pitches or presentations can just make it that more convincing.
How to visualize data in Salesforce
It is really easy to create a dashboard in Salesforce and visualize the data that comes from a report in Salesforce. All you need to do is create a report with the data you need, create a dashboard and add the report as a component to your dashboard. You can add several components, from a variety of charts to gauges and tables. If you are not exactly sure how to do this, you can follow the ‘Reports & Dashboards for Lightning Experience’ trail on Trailhead.
Sample reports/dashboards AppExchange
If you don’t want to create your own dashboard, you can also download sample reports and dashboards from AppExchange. These packages are free and can be completely modified to your needs. Keep in mind though that some components of these packages easy to implement, but they can have limitations or might not be suitable for your company.
Different dashboards for different teams
Not every team needs to access the same dashboard and you don’t always need to show all components from the dashboard in your presentation or pitch. You can make several dashboards in Salesforce for all kinds of teams and purposes. Before creating a dashboard think of things like the purpose of the dashboard, the teams who are going to have access to it, which data and how much data you are going to show and the types of charts you are going to use.
As a Salesforce developer designing an application or component for the AppExchange can seem like quite a daunting task. But if you break it into small steps and don’t get too lost in small details it can become something quite manageable. Let’s go through all the steps and take the TimeCapsule app as an example.
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Recognize this? Visiting a (potential) client and you cannot get your laptop to work or access the right data and records immediately, despite your preparations.
Luckily, most CRM platforms have a mobile app these days. Using a mobile CRM puts an end to these kinds of issues. Next to having immediate access to your records, there are more advantages to a mobile CRM (like the Salesforce Mobile App):
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