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Essential Habits for Salesforce Admins: Actionable Analytics

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As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Actionable Analytics and the habits you need to build to successfully master it: review key reports, meet with business leaders, report on report usage, check custom report types, and update business performance metrics. You'll learn how to develop each habit, with expert advice and key actionable takeaways.

Watch the broadcast here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001n2Ri/essential-habits-for-salesforce-admins-actionable-analytics

For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better

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Essential Habits for Salesforce Admins: Actionable Analytics

  1. 1. Essential Habits for Salesforce Admins: Actionable Analytics Rachel Mincarelli rmincarelli@salesforce.com @rachel_minc
  2. 2. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  3. 3. Connect With Us! @SalesforceAdmns #AwesomeAdmin We’re also on and admin.salesforce.com
  4. 4. Join the Admin Trailhead Live Group for Q&A sforce.co/AdminLiveSessionGroup
  5. 5. The Importance of Habits “Habits are not a finish line to be crossed. They are a lifestyle to be lived.” ― James Clear
  6. 6. User Management Data Management Security Actionable Analytics Master Core Admin Responsibilities PERSONAL SUCCESS
  7. 7. User Management Data Management Security PERSONAL SUCCESS Actionable Analytics Master Core Admin Responsibilities
  8. 8. Data Management Security Actionable Analytics Master Core Admin ResponsibilitiesThe Importance of Actionable Analytics Actionable analytics are the way that you as an Admin can use your Salesforce data to help your company drive decisions on where and how to focus your business. Actionable Analytics
  9. 9. Analytics Can Provide Critical Insights Look across a broad range of data and use cases with Tableau Get insights into Salesforce workflow and user experience with Tableau CRM (formerly Einstein Analytics) Report on data in your Salesforce org with Reports and Dashboards Leverage different solutions for different use cases
  10. 10. Actionable Analytics Habits Share Insights with Stakeholders Connect and Learn MoreReview Key Reports and Dashboards Report on Report Usage
  11. 11. Actionable Analytics Habits Share Insights with Stakeholders Review Key Reports and Dashboards Report on Report Usage Connect and Learn More
  12. 12. Report on Report Usage Run Optimizer to identify unused Reports and Dashboards Create a custom report type to review usage – ex: most-used reports Designate internal “Awesome Analytics Advocates” Check in with stakeholders and users
  13. 13. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 Make It a Habit! 2021 Understand which reports are being used (or not) Report on Report Usage Weekly Monthly Quarterly
  14. 14. Actionable Analytics Habits Share Insights with Stakeholders Review Key Reports and Dashboards Report on Report Usage Connect and Learn More
  15. 15. Review Key Reports and Dashboards Designate business-critical Reports and Dashboards at multiple levels Stakeholder Examine factors driving the business forward User Enable them to do their jobs with more accuracy and efficiency Admin Look at how reports are used & what needs updating to ensure effective reporting foundation
  16. 16. User: Sales Rep My leads that need follow up this week Stakeholder: Sales VP Start With These Key Reports Example reports for each level of your business Total business closed this month by rep Admin Data created in the last week by Sales users Reports and Dashboards run in the last week User: Service Rep My cases open over 7 days Stakeholder: Service VP Case open time by support rep
  17. 17. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Make It a Habit! Understand which reports are being used (or not) Report on Report Usage Review key reports & dashboards Review at stakeholder, user, and Admin levels
  18. 18. Demo Custom Report Types Reports Dashboards Tableau
  19. 19. Actionable Analytics Habits Share Insights with Stakeholders Review Key Reports and Dashboards Report on Report Usage Connect and Learn More
  20. 20. Share Insights with Stakeholders Clarify key questions Define business and team goals Review trends and provide data to inform decisions Improve existing dashboards based on feedback Use analytics to share insights
  21. 21. Upcoming business changes that could affect existing Reports and Dashboards Assess high-level goal progress Review high-level usage: most & least used Reports and Dashboards Share an analytics success story Prioritize analytics updates across the company with stakeholders Communicate with Stakeholders Sample meeting agenda
  22. 22. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Make It a Habit! Share Insights with Stakeholders Use analytics to share insights Understand which reports are being used (or not) Report on Report Usage Review key reports & dashboards Review at stakeholder, user, and Admin levels
  23. 23. Sharon Klardie Sr. Manager, Salesforce Labs Salesforce Expert Corner
  24. 24. Actionable Analytics Habits Share Insights with Stakeholders Review Key Reports and Dashboards Report on Report Usage Connect and Learn More
  25. 25. Connect and Learn More Check in with analytics Trailblazer Community groups, learn about new products and best practices Complete a new reporting or analytics badge on Trailhead Share what you’re learning with stakeholders and connect topics with business needs
  26. 26. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Make It a Habit! Share Insights with Stakeholders Use analytics to share insights Understand which reports are being used (or not) Report on Report Usage Review key reports & dashboards Review at stakeholder, user, and Admin levels Connect and Learn More Earn an analytics Trailhead badge
  27. 27. Actionable Analytics Habits Share Insights with Stakeholders Connect and Learn MoreReview Key Reports and Dashboards Report on Report Usage
  28. 28. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Your Actionable Analytics Habits Share Insights with Stakeholders Use analytics to share insights Understand which reports are being used (or not) Report on Report Usage Review key reports & dashboards Review at stakeholder, user, and Admin levels Connect and Learn More Earn an analytics Trailhead badge
  29. 29. Dive in and continue learningStart here User Management Data Management Security Actionable Analytics Join Us For The Whole Series! You are here! Watch on-demand Watch on-demand Watch on-demand
  30. 30. Connect With Us and Keep Learning! @SalesforceAdmns #AwesomeAdmin Salesforce Admins bit.ly/essentialhabitstrailmix
  31. 31. Q&A sforce.co/ AdminLiveSessionGroup Resources bit.ly/essentialhabitstrailmix Survey bit.ly/EHActionableAnalytics Wrapping Up
  32. 32. blog posts | podcasts | videos admin.salesforce.com

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