This document discusses how to use custom actions in WAVE Analytics to enable insight to action workflows. It provides an overview of custom actions and how they allow users to perform tasks directly from visualizations. It then outlines the steps to enable custom actions in WAVE datasets and dashboards, and provides examples of insight to action paths for sales data. Finally, it proposes next steps for a proof of concept including identifying data sources, designing dashboards and actions, and getting feedback from business users.

1. Insight to Action
Using WAVE Analytics and Custom Actions
Kerry Townsend
Solution Architect, Associate Manager - Accenture
@kerrytownsend

2. Take Aways
Don’t Panic! The slides will be available afterwards
Why?
What are the benefits to you?Why is this important now?
What?
What are Custom Actions?What is the WAVE Analytics Cloud?
How?
How to approach a Proof of Concept?How to enable Customer Actions in WAVE?

3. Reduction in Storage Limitation
The Internet of Things
Value Realisation
WWW
“Making Data insights available
to all”
Tools developed for business
Users
Increase in Mobile Devices
Swimming in Data Data Democratization Tools Advances
WAVE Platform excepting SF and
External Data
has native custom Actions
Sales Budget
Operational Loyalty
Voice of the Customer
Enabling Frontline Staff
Why?
“Why is this important now?”

4. Build on what users know –
Dashboards
Everything in one system
Leverage Corporate History
Reduce Admin - Giving Users
time back
Reward Data Entry
Build Relationship Capital -
Building up a good will reserve
Be part of the conversation
extra
Provide a Vision
Demonstrate initiative
Identify ways to Add Value
Increase User Productivity Increase Adoption/ Buy In Trusted Advisor
Why?
“What are the benefits for you?”

5. What is the WAVE Analytics Cloud?
“Salesforce Analytics
Cloud is powered by
Wave, a data
visualisation engine that
transforms your data into
clear and intuitive visual
representations.“
Enabling Data Democratization
For more info read https://www.salesforce.com/assets/pdf/misc/analytics-technical-whitepaper.pdf
Analytics
Mobile First Sticky Visualisations
Quick
Different Architecture
Structure & Unstructured
Data
Agile

6. What are Actions?
Actions enable users to do more in Salesforce and in Salesforce1 but allowing the quick execution
of common tasks like creating and updating records.
Action are reused across the platforms including Mobile & WAVE.
Two types:
 Object Specific
 Global
Examples:
 Update records
 Close an Opportunity
 Create records
 New Products
 New Event
 New Task
 Chatter Posts
Created:
 Declaratively
 APEX & VisualForce
ServiceSales Analytics

7. Insight to Action Examples
Using the WAVE Sales App Will I make my
Quota?
What Actions can I take
to achieve my goal?

8. How to enable Custom Actions in WAVE
What you need to know:
 Only Object Specific Actions
 Add Custom Actions to the Page layout
 Custom Actions are enabled on a Dataset
 Dataset must include the
Salesforce IDs
 Visualisations must be
grouped by record
Steps
Create Action
Don’t worry trailhead will hold your hand!
1
2
3
4
5 Upload Dataset XMD
Add Dimension Expression
Download XMD for Dataset
Add to Page Layout
https://developer.salesforce.com/trailhead/wave_apps_basi
c_wave_dashboard_customization/wave_apps_creating_ac
tion_packed_dashboards

9. Steps to create a POC
How you can you take this to the next level?
Proof of
Concept
Test Insight to Action path
Identify Data Sources
Design a Dashboard &
Custom Actions
Identify Insight to Actions paths
Create the Datasets – incl. SF IDsCreate Dashboard
Create Custom Actions
Enable Custom Actions
on Datasets
1
2
3
45
6
7
8

10. Next Steps
What can you action tomorrow
Work through the Trailhead - Get a Demo Org
Download the Mobile App
Identify and prioritise Insight to Action Paths
Identify your data
Load and explore your organisations data
Engage with the business to get feedback
Ask if you have any questions
1
2
3
4
5
6
7

11. Resources
Playground Success Community Developer Community
https://www.salesforce.com/analytics-playground/ https://success.salesforce.com/ https://developer.salesforce.com/
Trailhead
Wave Analytics Basic
https://developer.salesforce.com/trailhead/module/wave_analytics_basics
Sales Wave App
https://developer.salesforce.com/trailhead/module/wave_apps_sales_wave
Wave App Basics
https://developer.salesforce.com/trailhead/module/wave_apps_basics
Basic Wave Dashboard Customisation
https://developer.salesforce.com/trailhead/module/wave_apps_basic_wave_dash
board_customization

12. thank y u
@kerrytownsend
Questions?