The Silverline BlogExpert Salesforce tips & tricks, articles and musings. Sprinkled with fun.

Author: Gean Martinez

Asset Management Pipeline Explorer

Analytics Cloud

Are you an Asset Manager who wants more from your CRM?  Are you having trouble getting a clear picture of everything going on with potential business? Seeking and obtaining new business from new clients has its challenges. There is an added challenge when it comes to existing clients. Understanding what is going on with business in flight helps asset managers, executives, and decision-makers obtain more business. These insights can influence whether to involve specialists or…
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Better Patient Case Analysis

Analytics Cloud

Are you a healthcare provider, facility admin or run a healthcare call center?  Do you feel overwhelmed by the tremendous amount of patient and case data? Having a grasp on how many patients you provide care for at a given time can be a challenge.  Budgeting for more providers, more supplies, and more resources is another difficulty. Knowing everything about your patients and cases will give you a better strategy to increase the quality of…
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Fast Track Your Wave Dashboard Development

Analytics Cloud

When you are building dashboards in any BI or Analytics tool, the design of the dashboard is usually a challenge that has to be solved each and every time. While each dashboard’s needs are different, I thought it would be great to always start off with a design that can help with telling the story of the data elements and metrics to be showcased. With Salesforce Wave Analytics, you can easily use a pre-built template to…
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19 Reasons Why Asset Managers will love Wave Analytics

Analytics Cloud

If you have an Asset Management Salesforce solution, wouldn’t you love to be able to track financial adviser performance? Monitor and see trends in sales flows? Slice and dice your AUM? Have a better way to help identify and service intermediaries? With Salesforce Wave Analytics, you can get all of that plus more. Here’s how: Explore data by Offices (Accounts) The above dashboard gives you real time insight into: How many offices do we work with? How much do those offices…
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Salesforce Wave Analytics for Education – Review Classroom Performance

Analytics Cloud

New York City has the largest school system in the United States, with over 1.1 million students enrolled. Teachers collect tons of data every single day (reading levels, math performance, language acquisition, attendance, parent communication, who receives free breakfast and where students go after school are just a few). New York City and its teachers are hindered by a lack of systems. Teachers find themselves inputting all of this data into several different recording tools…
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Salesforce Wave Analytics for Personal Fitness Metrics

Analytics Cloud

Salesforce Wave Analytics requires just two things to provide valuable insights. 1) Data 2) A reason to analyze the data. Data: Over several years of hitting the gym, I have changed up my workout routine in an effort to improve my appearance and strength. At times, I can see great results; other times, not so much. The best advice I can give to those looking to reach their fitness goal is to log your workouts.…
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How to use Salesforce Lightning Connect to show a related list of external data

Lightning

Here is a hands-on guide to using Salesforce Lightning Connect to show a related list of external data for a given account. Let us first configure the External Data Source. First, go to Setup -> Manage External Data Sources -> Click New External Data Source. Here let’s choose the name and type of our data source. I will create an external data source called Third Party System of type Lightning Connect: OData 2.0. For Parameters, I…
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How to Enable and Access Salesforce Analytics Cloud for the First Time

Analytics Cloud

If you just got Salesforce Analytics Cloud (Wave) provisioned for your org and attempt to find it, you will not be able to right away. You can’t even find it as an app. What could be going on here? You are sure it was installed. Fret not, this quick guide will you show you how to make Wave Accessible. First, go to Setup -> Manage Users -> Click on the Target user. In my case it is…
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When to use Salesforce Lightning Connect

Lightning

You have heard about Salesforce Lightning Connect. Now you want to know when to use it, or if it is even applicable in your implementation.  Just because it’s out there doesn’t mean you have to use it. You should consider using Lightning Connect if it will save you time, money, or resources. Our client, for example, is implementing Salesforce and wants to surface data to its 200 users from a 3rd party system. This data is to be…
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Success with Wave: the Salesforce Analytics Cloud

Analytics Cloud

A company that sees the value in a CRM system but not in Analytics is going to struggle to see any real value at all. Not seeing value in your investment is like running a business blindly. A good CRM system has high user adoption, is configured to scale as the business grows and changes, and is easy to use. However, a great CRM system is one that does the aforementioned but can also provide insights, metrics, trends,…
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