Leveraging Salesforce Analytics for Custom Apps<br />Track: Developers<br />Debbie Ashton, FinancialForce.com<br />Srini V...
Safe Harbor<br />Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may c...
Srini Vishnubhatta<br />Product Manager, Analytics<br />
Our Goals for Today<br /><ul><li>Understand the benefits of analytics
Learn about Salesforce native analytic capabilities
Find out how to add analytics within custom apps</li></li></ul><li>Today’s Session<br />
Debbie Ashton<br />VP Products & Customer Success<br />
100% Native <br />Real-Time Accounting<br />Trusted, Global Experience<br />
Why Analytics?<br />
What Drives Our Enterprise App?<br />Insight That is Real-time, Timely, and Trustworthy<br />Real-time.  Always. <br />Acc...
Why The Emphasis on Analytics?<br />Business Insights<br />Process<br />Automation<br />Integrated Analytics<br />Beyond A...
Complete view of the business<br />Extensive use of dashboards<br />Pre-packaged financial KPIs<br />
Want to review Customer Balances?<br />There’s a dashboard for that! <br />Process-specific dashboards<br />Analytics-cent...
Your Opportunity for Thought LeadershipCustomers are looking for best practices to run their business<br />Deliver best pr...
How did we build Analytics into our App?<br />
Demo<br />
Anatomy of a Dashboard<br />Accounts Receivable dashboard<br />Customer Balances<br />Invoice Trend<br />Revenue by Region...
Step 1: Create a customer report type<br />
Step 2: Create a report<br />
Step 3: Create a dashboard<br />
Step 4: Add a component to the dashboard<br />
Step 5: Add the report to the component<br />
Step 6: Package the report and the dashboard<br />
Six Steps to Insight<br />Create a custom report type (objects)<br />Create a report (data source)<br />Create a dashboard...
Remember, Design Your Dashboards Right!<br />Design Considerations<br />Address relevant use cases <br />Build audience-fo...
Demo<br />
Pre-Packaged Analytics in the App<br />Out of the box reports and dashboards<br />Custom report types<br />Home page<br />...
Beyond Analytics:<br />
The Force Will be With You, Always<br />FinancialForce XL – Download to Excel and formal financial statements<br />Custom ...
Best practices using Salesforce Analytics<br />
Demo<br />
Drill, Baby, Drill!<br /><ul><li>Drill into root causes
Dashboards lend themselves to true analysis
Drill from an aggregate view to details
Actionable insight</li></li></ul><li>Drill, Baby, Drill!<br />
Drill, Baby, Drill!<br />
Drill, Baby, Drill!<br />
Drill Options<br />Drill into the source report<br />Drill into the filtered source report (contextual drilling)<br />Dril...
Drill Options: Contextual Drilling<br />
Drill Options: Dashboard to Record Detail<br />
Drill Options: Dashboard to Record Detail<br />
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Leveraging Salesforce Analytics for Custom Apps

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Reports and dashboards are key for Force.com apps as business users everywhere are increasingly demanding integrated analytics as part of every business application. And, rapid application development which includes reporting and dashboards is one of the key strengths of Force.com platform. In this session, you'll gain practical knowledge into how FinancialForce is using salesforce analytics in their app to transform it into an enterprise-grade solution.

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Leveraging Salesforce Analytics for Custom Apps

  1. 1. Leveraging Salesforce Analytics for Custom Apps<br />Track: Developers<br />Debbie Ashton, FinancialForce.com<br />Srini Vishnubhatta, salesforce.com<br />
  2. 2. Safe Harbor<br />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 salesforce.com, 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 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.<br />The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, 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-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site. <br />Any unreleased services or features referenced in this or other 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.<br />
  3. 3. Srini Vishnubhatta<br />Product Manager, Analytics<br />
  4. 4. Our Goals for Today<br /><ul><li>Understand the benefits of analytics
  5. 5. Learn about Salesforce native analytic capabilities
  6. 6. Find out how to add analytics within custom apps</li></li></ul><li>Today’s Session<br />
  7. 7. Debbie Ashton<br />VP Products & Customer Success<br />
  8. 8. 100% Native <br />Real-Time Accounting<br />Trusted, Global Experience<br />
  9. 9. Why Analytics?<br />
  10. 10. What Drives Our Enterprise App?<br />Insight That is Real-time, Timely, and Trustworthy<br />Real-time. Always. <br />Accessible By Everyone<br />Flexible. In Sync. Reportable.<br />
  11. 11. Why The Emphasis on Analytics?<br />Business Insights<br />Process<br />Automation<br />Integrated Analytics<br />Beyond Accounting and Billing...to Insight<br />
  12. 12. Complete view of the business<br />Extensive use of dashboards<br />Pre-packaged financial KPIs<br />
  13. 13. Want to review Customer Balances?<br />There’s a dashboard for that! <br />Process-specific dashboards<br />Analytics-centric design<br />Enhanced user experience<br />
  14. 14. Your Opportunity for Thought LeadershipCustomers are looking for best practices to run their business<br />Deliver best practices and drive innovation<br />Collect & channel back insight into community<br />A huge competitive differentiator!<br />
  15. 15. How did we build Analytics into our App?<br />
  16. 16. Demo<br />
  17. 17. Anatomy of a Dashboard<br />Accounts Receivable dashboard<br />Customer Balances<br />Invoice Trend<br />Revenue by Region<br />Deferred Income<br />And more...<br />
  18. 18. Step 1: Create a customer report type<br />
  19. 19. Step 2: Create a report<br />
  20. 20. Step 3: Create a dashboard<br />
  21. 21. Step 4: Add a component to the dashboard<br />
  22. 22. Step 5: Add the report to the component<br />
  23. 23. Step 6: Package the report and the dashboard<br />
  24. 24. Six Steps to Insight<br />Create a custom report type (objects)<br />Create a report (data source)<br />Create a dashboard<br />Add a component to the dashboard (view)<br />Add the report to the component (data binding)<br />Package the dashboard and report<br />
  25. 25. Remember, Design Your Dashboards Right!<br />Design Considerations<br />Address relevant use cases <br />Build audience-focused dashboards<br />Include relevant sample data (Trialforce)<br />Test with a broad customer sample of your customers<br />Base it on your standard app (without customizations)<br />Remember, customers can customize the dashboard<br />
  26. 26. Demo<br />
  27. 27. Pre-Packaged Analytics in the App<br />Out of the box reports and dashboards<br />Custom report types<br />Home page<br />Other Options<br />App exchange packages (specific to customer segments)<br />Purpose-built visualization using VF & SOQL, if necessary<br />
  28. 28. Beyond Analytics:<br />
  29. 29. The Force Will be With You, Always<br />FinancialForce XL – Download to Excel and formal financial statements<br />Custom Analytics and Reporting using Force.com<br />
  30. 30. Best practices using Salesforce Analytics<br />
  31. 31. Demo<br />
  32. 32. Drill, Baby, Drill!<br /><ul><li>Drill into root causes
  33. 33. Dashboards lend themselves to true analysis
  34. 34. Drill from an aggregate view to details
  35. 35. Actionable insight</li></li></ul><li>Drill, Baby, Drill!<br />
  36. 36. Drill, Baby, Drill!<br />
  37. 37. Drill, Baby, Drill!<br />
  38. 38. Drill Options<br />Drill into the source report<br />Drill into the filtered source report (contextual drilling)<br />Drill into the record detail page<br />
  39. 39. Drill Options: Contextual Drilling<br />
  40. 40. Drill Options: Dashboard to Record Detail<br />
  41. 41. Drill Options: Dashboard to Record Detail<br />
  42. 42. Performance Dashboard<br />
  43. 43. Integrated Visibility across Sales & FinanceApplies to Force.com Apps that extend Salesforce CRM<br />
  44. 44. Drag-n-Drop Report Builder – Or, an Analyst’s Dream?<br />Fast and intuitive<br />Previews in real-time<br />Rearrange formatting or grouping<br />Quick search for fields<br />Turn on Report Builder by default<br />
  45. 45. Want to Highlight Performance Problems? <br />Conditional Highlighting<br />Gauge Chart – Track Goals<br />
  46. 46. If a Picture is Worth a Thousand Words…<br />
  47. 47. The Salesforce Analytics Difference<br />
  48. 48. What Drives Our Enterprise App?<br />Insight That is Real-time, Timely, and Trustworthy<br />Real-time. Always. <br />Accessible By Everyone<br />Flexible. In Sync. Reportable.<br />Powered By SalesforceAnalytics<br />
  49. 49. Key Takeaways<br /><ul><li>Analytics inside your app is critical to your customers
  50. 50. Design with Analytics in mind
  51. 51. Integrated analytics is a competitive differentiator
  52. 52. Simple, powerful, no add-on cost or complexity
  53. 53. It’s easy to add analytics using Salesforce analytics
  54. 54. Innovate with Clicks, not Code</li></ul>Transform your app into an enterprise grade solution<br />
  55. 55. How To Get Started<br />Get a Developer Edition<br />http://developer.force.com/<br />Recommended Training<br />Help & Training<br />Pre-recorded sessions as well as classes<br />Salesforce.com Community<br />http://www.salesforce.com/learning-center/community.jsp<br />Blogs, Ideas and Answers (Category: Analytics)<br />
  56. 56. Q&A<br />FinancialForce.com<br />salesforce.com<br />Debbie Ashton<br />Srini Vishnubhatta<br />
  57. 57. How Could Dreamforce Be Better? Tell Us!<br />Log in to the Dreamforce app to submit<br />surveys for the sessions you attended<br />Use the Dreamforce Mobile app to submit surveys<br />OR<br />Every session survey you submit is a chance to win an iPod nano!<br />
  58. 58. Visit the Developer Training and Support Booth in Force.com Zone<br />D I S C O V E R<br />Developer training, certification and support resources <br />that help you achieve<br />S U C C E S S<br />Find us in the Partner Demo Area of <br />Force.com Zone 2nd Floor Moscone West<br />Learn about Developer Certifications<br />Discover Developer Learning Paths<br />
  59. 59. Remember. . .<br />?<br />?<br />?<br /><ul><li>Check Chatter for additional session information
  60. 60. Get your developer Workbooks and Cheat Sheets in the Force.com Zone
  61. 61. Visit for more information related to this topic</li></ul>Surprise <br />Giveaway!<br />Don’t forget the survey!<br />
  62. 62. Leveraging Salesforce Analytics for Custom Apps<br />

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