insight to action: with salesforce wave analytics cloud and custom actions

Insight to ActionUsing WAVE Analytics and Custom Actions

Kerry TownsendSolution Architect, Associate Manager - Accenture @kerrytownsend

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?

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?”

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?”

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

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

Insight to Action ExamplesUsing the WAVE Sales App Will I make my

Quota?

What Actions can I take to achieve my

goal?

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

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

1

2

3

45

6

7

8

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

1

23

45

67

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

thank y u@kerrytownsend

Questions?