Analytics in Salesforce

Analytics:

Standard Analytics:

1. Log in to Salesforce:

   • Open your web browser, access the Salesforce login page, and log in with your credentials.

2. Access Analytics Studio:

   • Salesforce provides Analytics Studio as a tool for data analysis and reporting. To access it, click on "App Launcher" (grid icon) and select "Analytics Studio."

3. Create Reports and Dashboards:

   • In Analytics Studio, you can create custom reports and dashboards to visualize and analyze your Salesforce data.
   • Click on "Create" to start building a report or dashboard.

4. Choose Data Sources:

   • Select the data sources and objects you want to include in your reports and dashboards.
   • Define the datasets or connections to relevant Salesforce data.

5. Design Reports:

   • Build reports by selecting dimensions, measures, and visualizations that best represent your data.
   • Choose chart types, filters, and sorting options.

6. Build Dashboards:

   • Create dashboards by adding multiple reports, tables, and charts to a single view.
   • Arrange components on the dashboard and customize layouts.

7. Apply Filters and Parameters:

   • Use filters and parameters to allow users to interact with the reports and dashboards dynamically.
   • Customize filter options and controls.

8. Share Reports and Dashboards:

   • Share your reports and dashboards with specific users or groups by setting up sharing and visibility options.
   • Define who can view, edit, or manage the analytics content.

Customization for Analytics:

1. Custom Report Types:

   • Create custom report types to access and report on custom objects and relationships.
   • Define custom report types to suit your unique reporting requirements.

2. Report Formulas:

   • Use report formulas to create calculated fields and aggregate data in reports.
   • Customize formulas to perform specific calculations.

3. Data Filters and Permissions:

   • Configure data filters and permissions to control access to data within reports and dashboards.
   • Define who can see and analyze specific data.

4. Scheduled Reports and Alerts:

   • Schedule reports to run automatically at specified intervals and email the results to selected users.
   • Set up report subscriptions and alerts.

5. Custom Dashboard Components:

   • Build custom components for dashboards to display data visualizations or metrics not available in standard components.
   • Develop custom Lightning components for dashboards.

6. Advanced Analytics Tools:

   • Explore advanced analytics tools such as Salesforce Einstein Analytics for predictive and machine learning-driven insights.
   • Integrate and configure advanced analytics solutions for more powerful data analysis.

Customizing analytics in Salesforce allows you to create tailored reports and dashboards that provide deep insights into your organization's data. By adjusting data sources, visualization options, and access control, you can ensure that analytics meet your specific business requirements and help drive data-driven decisions.