Salesforce1 Analytics API Hands-On Training


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In this short 45-minute session, you will learn how to quickly prototype and build analytic apps. You will learn how to integrate reports with Visualforce pages by leveraging the Analytics REST API and the popular open-source charting engine D3.js.

This will be a hands-on training session where you can follow along with the instructor. We will start from scratch and work our way through building a customized analytics app. There are very few prerequisites; please be prepared with the following list to get the greatest benefit:

1. A matrix report with a rich data-set.
2. Basic knowledge of Visualforce, Javascript. You don’t have to be an expert but you will need basic knowledge to follow along in the code walk-through.
3. Your own use-cases for custom analytics.

Key Takeaways:
::Hands-on app building experience - Build a custom Analytics App with Analytics API.
::Gain skills to create great charts that will be beneficial to your entire company.

Intended Audience:
Salesforce Admins and Developers-No coding experience required!

Published in: Technology, Business
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  • Are you going to dreamforce this year? ADD DEVELOPER DISCOUNT CODE TO DF SLIDE
    pw: test1234
    mkoosel@winter14.sdo pw: salesforce1

    Show folder tree dragging
    Open a report and show role hierarchy hiding
    Show historical trending setup
    Go into oppty history report and show tabular report with changes.
    Change it into matrix report and save it
    Add it to account as embedded component

  • Salesforce1 Analytics API Hands-On Training

    1. 1. Hands-on Training: Analytics API June 26, 2014
    2. 2. #forcewebinar Speakers Arunkumaran Varadharajan Sr. Product Manager @arun_sfdc Lauren Peterson Analytics Marketing @SFLaurenJ
    3. 3. #forcewebinar Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non- products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements.
    4. 4. #forcewebinar Go Social! @salesforcedevs / #forcewebinar Salesforce Developers +Salesforce Developers Salesforce Developers Salesforce Developers The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
    5. 5. #forcewebinar July 11- 13 July 18- 20 July 25- 27 July 18- 20 #summerofhacks
    6. 6. #forcewebinar Don’t Miss Out on Dreamforce 2014! $899 Discount Code: D14DVLPR
    7. 7. #forcewebinar Please Join the Success Community  Login at  Join the “Salesforce Reporting and Dashboards” group  Please ask questions to this group to keep the conversation going
    8. 8. #forcewebinar Have Questions?  Don’t wait until the end to ask your question! – Technical support will answer questions starting now.  Respect Q&A etiquette – Please don’t repeat questions. The support team is working their way down the queue.  Stick around for live Q&A at the end – Speakers will tackle more questions at the end, time-allowing.  Head to Success Community – More questions? Visit
    9. 9. #forcewebinar Agenda  Intro  Demo 1  Demo 2  Q & A
    10. 10. Salesforce Analytics’ Vision and Values Salesforce Analytics Monthly Active Usage 71% OpenEasy Mobile
    11. 11. #forcewebinar Background: Analytics API
    12. 12. #forcewebinar Salesforce Analytics API: Launched Winter ’14 Easily Build Analytics Apps, Faster Than Ever Extend Salesforce Analytics to Custom Applications For example, create a tool for managers to monitor pipeline Easily customize to business needs, no code required (only clicks!) Same UX that you are comfortable with For Developers: Extend Anywhere For Business Users: No Code Required
    13. 13. #forcewebinar Expedia Has Loved Using the Analytics API Extend Dashboards to Big Screens with Salesforce API Objective: Encourage Service Teams Strategy: Real-time Access to Key Performance Metrics Tactic: Leverage Analytics API to project onto big- screen
    14. 14. #forcewebinar Let’s Explore Some Key Areas 1. What are the use cases apart from visualizations? 2. What if I I’m not a developer, and cannot code? 3. What are the limits? 4. What about Apex support?
    15. 15. #forcewebinar What are the use cases apart from visualization? 1. Notifications in Chatter 2. Analytics Apps 3. Integration Example: App created by TAS Group that acts as a Sales Leaderboard Share your API Integration use cases at In the Salesforce Reports & Dashboards group
    16. 16. #forcewebinar I’m not a developer, and can’t code… 1. Download MyCharts on AppExchange (No Code Needed) 1. Check out these ready-to-use examples on GitHub Arun’s Collection of Analytics API Code
    17. 17. #forcewebinar What are the limits for the Analytics API? Not many! 1) Data size is capped to 2,000 rows 2) Run up to 1900 reports an hour* *No one has ever hit this limit
    18. 18. #forcewebinar Tell me about APEX Support… Native APEX Support is coming in Spring ’14. • Easy to integrate Analytics w/ existing Apps • Create workflows based on Report updates, key metrics, etc.
    19. 19. #forcewebinar Demonstration
    20. 20. Please Join the Success Community  Login at  Join the “Salesforce Reporting and Dashboards” group  Please ask questions to this group to keep the conversation going
    21. 21. #forcewebinar Q & A Arunkumaran Varadharajan Sr. Product Manager @arun_sfdc