Our platform was made for speed and agility, which means you can build something awesome and get it live, fast. But why build when you can just install? The AppExchange has more than 2,600 apps for everything from data management, to training, to analytics. And with more than 44% of the apps available free of charge, there’s no excuse not to check it out.
This is part two of a five-part blog series where we’re highlighting apps for admins. In this series, we’re digging into some of the key challenges admins face and the AppExchange apps, mostly free (and a few paid), that have made some of my customers more successful. If you haven’t read last week’s blog yet we recommend starting with Clean Up Your Data the Expert Way with Data Management Apps.
Let me tell you a cautionary tale. Once upon a time, there was a project manager who didn’t fully document reporting requirements prior to starting development on a key company project. After months of work, she brought all stakeholders together to demonstrate the solution that had been built. Halfway through the demo, she discovered that not only had they not built all of the necessary reports, but the solution they designed wouldn’t actually support all reports needed to run the business.
Take this opportunity to learn from my … I mean her … mistake. When your users say, “Show me the data,” ask the right questions to be sure you deliver the right report. Here are some good questions to ask:
The answers to these questions will help you determine the overall strategy for the solution. For example, if the audience is an executive, a visually appealing dashboard may be a better solution than a lengthy report. If the data will be referenced frequently, performance will be a high priority. If automated delivery is needed, you’ll need to make sure you’ve got enough scheduled report slots available, or the right app installed.
When you’re planning your overall strategy, check out the Salesforce Analytics Cloud, specifically designed for business users to be able to visualize data and gain insights quickly and easily. In addition, the AppExchange can be your ally, from free sample report and dashboard packages from Salesforce Labs to apps for report deliveries, predictive analytics, and business intelligence. Check out the apps below and you might be surprised how far you can go.
If the audience for your report is either sales or marketing, odds are they’re interested in the effectiveness of their marketing campaigns, the quality of their leads, visibility into their pipeline, and ultimately, revenue generated. There are a number of free and paid apps to support all of these needs.
Do your users need automated delivery? Look no further!
If you’re new to reports and dashboards, it’s time to get trained. Enroll in a paid class through the Salesforce University, or take advantage of the reports and dashboards classes available on help.salesforce.com for Standard and Premier customers.
Another great option is to download free sample report and dashboard packages from the AppExchange and customize to your needs. Check out this sampling of the free packages available:
If your users are looking for trends over time, Analytic Snapshots and Historical Trending could be worth exploring. And as mentioned before, you should also check out the Salesforce Analytics Cloud, providing insights for business users, analysts, admins, and developers, all through a beautiful, simple interface.
You can also consider using custom report types to bring fields from related objects together in a single report, or explore joined reports to visualize data side by side. If you’re looking for more granular data, check out the Event Monitoring feature coming in Spring ’15.
More isn’t always better. Focus on the reports that you know answer key questions for the business. If you have too many reports and need to clean things up, use a report on the Last Run date to determine usage, and use the Mass Delete Wizard to delete reports no longer in use.
Asking the right questions can help you determine the best solution needed. Remember that the best reports help your company get insight into the business in order to make decisions and take action. Dashboards are especially valuable to executives with summarized, at-a-glance graphical displays, plus the ability to drill into the details by clicking (or tapping, from the Salesforce1 Mobile App) on the chart to get to the underlying report.
Stay tuned for the next installment in our series as we continue with Apps for Admins. Up next, Productivity!
Check out the AppExchange and all the apps mentioned here: Apps for Admins