llkayy.blogg.se - Salesforce dashboard folder permissions

Users may know what they want to see, but they may not know the underlying data model well enough to know how to ask for it. This often falls to the end of the process, but I find it much more effective as a first step as it can lead to a more collaborative discussion.

Goal – Start off by asking what the user hopes to uncover or what the goal of the report is.

Let’s look at the steps to make this happen. Creating a template document or even a custom Case record type can help with this tremendously. To avoid this type of re-work we can evolve into using a a strategic method of gathering our requirements and guiding and working with our users to make this process smoother. Countless times I have seen reports created which when presented tot he users do not produce the results that the requester wanted. This first step is often a less thought about piece of the overall process.

In order to build a report we need to have a set of requirements. Next we will look at several ways to do this. This allows us to capture different perspectives, challenge the validity or derivation of the data and make it more accessible. To make these analyses even more useful we can add layers of sharing and collaboration. The consumption of the data is an important piece of their usage. Reports and dashboards are an integral part of every Salesforce org and are key components to uncover business insights as well as to drive actionable decisions.