insight to action: with salesforce wave analytics cloud and custom actions
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Insight to ActionUsing WAVE Analytics and Custom Actions
Kerry TownsendSolution Architect, Associate Manager - Accenture @kerrytownsend
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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?
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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 BudgetOperational Loyalty Voice of the Customer
Enabling Frontline Staff
Why? “Why is this important
now?”
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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?”
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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 ArchitectureStructure & Unstructured Data
Agile
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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
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Insight to Action ExamplesUsing the WAVE Sales App Will I make my
Quota?
What Actions can I take to achieve my
goal?
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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
StepsCreate 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_basic_wave_dashboard_customization/wave_apps_creating_action_packed_dashboards
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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
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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
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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 Basicshttps://developer.salesforce.com/trailhead/module/wave_apps_basics
Basic Wave Dashboard Customisation https://developer.salesforce.com/trailhead/module/wave_apps_basic_wave_dashboard_customization
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thank y u@kerrytownsend
Questions?