In 2023, Salesforce Admins created 230,000 objects, generated over 2.7 billion reports monthly, and performed 1 trillion AI predictions weekly. These figures highlight the critical role of an Admin in the Salesforce ecosystem. However, becoming an expert Salesforce Admin requires more than just technical know-how. A blend of both technical and soft skills is essential
How do I manage metadata in Salesforce? Search Setup for Custom Metadata Types. On the All Custom Metadata Types page, click Manage Records next to the custom metadata type for which you want to add or modify records. On the list of custom metadata records, click New, or click Edit to modify an existing custom metadata
What is a Data Culture? A Data Culture is the collective behaviors and beliefs of people who value, practice, and encourage the use of data to improve decision-making. As a result, data is woven into the operations, mindset, and identity of an organization. Why is a data culture important? It enables more informed decision-making. With a
The effort made to build better Tableau dashboards pays tenfold in there readability and usability. “Dashboard design is not about making dashboards ‘pretty. It’s making them functional and helping the user to get the information they need as efficiently as possible.” ALEXANDER WALECZEK, ANALYTICS PRACTICE LEAD AND TABLEAU AMBASSADOR Effective communication with your audience involves
by Tectonic’s Sean McSkimming Scenarios of Assorted Levels of Customer Satisfaction – Ensuring Salesforce Customer Satisfaction Are you having satisfaction issues during or after your Salesforce implementation? Are you not happy with the Salesforce solution or implementation provided to you? Or are you seeing low user adoption after the implementation has gone live? This can
Customer service analytics involves capturing and analyzing data from customer interactions to extract valuable insights, enhancing the overall customer experience. The customer behavior analytics aspect focuses on data derived from various touchpoints in customer relationships. In today’s complex customer journey, understanding and optimizing these interactions are more crucial than ever. Envision dedicating just 10 minutes
Does Salesforce work with Power BI? Connecting Power BI can be accomplished in several ways. The easiest way is through Power BI connectors. Depending on the data you want to connect, you can either use the Salesforce Objects or Salesforce Reports connector. Can Power BI extract data from Salesforce? Yes. Power BI is a popular
What is the role of a Salesforce business analyst? Salesforce Business Analysts play a pivotal role in organizations by evaluating existing business processes. They scrutinize workflows, identify bottlenecks, inefficiencies, and areas for improvement. These professionals recommend process enhancements and automation opportunities to optimize productivity and maximize return on investment (ROI). Key responsibilities and tasks of
Getting a handle on organizational data may not pay off until business and technical stakeholders agree on the core objectives. Connecting Data Strategies to Business Goals ensures the goals are met. Many leaders admit they need tighter alignment: Forty-one percent of line-of business leaders say their data strategy has only partial or no alignment with
What is the role of a certified Salesforce consultant? Certified Salesforce consultants engage in business analysis with clients to grasp their business objectives and processes, identifies pain points, and recognizes opportunities where technology can provide support. With a blend of business acumen and technical expertise, they design and implement solutions to enhance business processes and
Here is a helpful glossary of business analysis and project management acronyms you may encounter when discussing business analysis and project management. Acronym Meaning Definition BPMN Business Process Management Notation “A flow chart method that models the steps of a planned business process from end to end. Its purpose is to model ways to improve
