Leveraging Salesforce Analytics for Custom Apps

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Leveraging Salesforce Analytics for Custom Apps Track: Developers Debbie Ashton, FinancialForce.com Srini Vishnubhatta, salesforce.com
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Reports and dashboards are key for Force.com apps as business users everywhere are increasingly demanding integrated analytics as part of every business application. And, rapid application development which includes reporting and dashboards is one of the key strengths of Force.com platform. In this session, you'll gain practical knowledge into how FinancialForce is using salesforce analytics in their app to transform it into an enterprise-grade solution.

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Leveraging Salesforce Analytics for Custom AppsTrack: DevelopersDebbie Ashton, FinancialForce.comSrini Vishnubhatta, salesforce.com

1Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include but are not limited to risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.2Srini VishnubhattaProduct Manager, Analytics3Our Goals for Today Understand the benefits of analytics

Learn about Salesforce native analytic capabilities

Find out how to add analytics within custom apps

4Todays Session5Debbie AshtonVP Products & Customer Success


100% Native Real-Time AccountingTrusted, Global Experience

7Why Analytics?


Real-time. Always. Accessible By EveryoneFlexible. In Sync. Reportable.

Insight That is Real-time, Timely, and Trustworthy

What Drives Our Enterprise App?Business InsightsProcessAutomation

Integrated Analytics

Why The Emphasis on Analytics?

Beyond Accounting and Billing...to Insight10

Complete view of the businessExtensive use of dashboardsPre-packaged financial KPIs


Want to review Customer Balances?

Theres a dashboard for that! Process-specific dashboardsAnalytics-centric designEnhanced user experience

12Your Opportunity for Thought LeadershipCustomers are looking for best practices to run their businessDeliver best practices and drive innovationCollect & channel back insight into communityA huge competitive differentiator!


How did we build Analytics into our App?14Demo

15Accounts Receivable dashboardCustomer BalancesInvoice TrendRevenue by RegionDeferred IncomeAnd more...Anatomy of a Dashboard

16Step 1: Create a customer report type17Step 2: Create a report18Step 3: Create a dashboard19Step 4: Add a component to the dashboard20Step 5: Add the report to the component21Step 6: Package the report and the dashboard22Create a custom report type (objects)Create a report (data source)Create a dashboardAdd a component to the dashboard (view)Add the report to the component (data binding)Package the dashboard and reportSix Steps to Insight

23Remember, Design Your Dashboards Right!Design ConsiderationsAddress relevant use cases Build audience-focused dashboardsInclude relevant sample data (Trialforce)Test with a broad customer sample of your customersBase it on your standard app (without customizations)Remember, customers can customize the dashboard24Demo

25Pre-Packaged Analytics in the AppOut of the box reports and dashboardsCustom report typesHome pageOther OptionsApp exchange packages (specific to customer segments)Purpose-built visualization using VF & SOQL, if necessary26

Beyond Analytics:

27The Force Will be With You, Always

FinancialForce XL Download to Excel and formal financial statementsCustom Analytics and Reporting using Force.com28Best practices using Salesforce Analytics


30Drill, Baby, Drill!

Drill into root causesDashboards lend themselves to true analysisDrill from an aggregate view to detailsActionable insight31Drill, Baby, Drill!

32Drill, Baby, Drill!

33Drill, Baby, Drill!

34Drill OptionsDrill into the source report

Drill into the filtered source report (contextual drilling)

Drill into the record detail page35

Drill Options: Contextual Drilling36

Drill Options: Dashboard to Record Detail37

Drill Options: Dashboard to Record Detail38Performance Dashboard

39Integrated Visibility across Sales & FinanceApplies to Force.com Apps that extend Salesforce CRM

40Drag-n-Drop Report Builder Or, an Analysts Dream?

Fast and intuitivePreviews in real-timeRearrange formatting or groupingQuick search for fieldsTurn on Report Builder by default41Want to Highlight Performance Problems?

Conditional HighlightingGauge Chart Track Goals42If a Picture is Worth a Thousand Words

43The Salesforce Analytics Difference44

Real-time. Always. Accessible By EveryoneFlexible. In Sync. Reportable.

Insight That is Real-time, Timely, and Trustworthy

Powered By Salesforce Analytics

What Drives Our Enterprise App?Key Takeaways Analytics inside your app is critical to your customers Design with Analytics in mind

Integrated analytics is a competitive differentiatorSimple, powerful, no add-on cost or complexity

Its easy to add analytics using Salesforce analyticsInnovate with Clicks, not CodeTransform your app into an enterprise grade solution46How To Get StartedGet a Developer Editionhttp://developer.force.com/Recommended TrainingHelp & TrainingPre-recorded sessions as well as classesSalesforce.com Communityhttp://www.salesforce.com/learning-center/community.jspBlogs, Ideas and Answers (Category: Analytics)

47Q&AFinancialForce.comsalesforce.comDebbie AshtonSrini Vishnubhatta

48How Could Dreamforce Be Better? Tell Us!Log in to the Dreamforce app to submitsurveys for the sessions you attended

Use the Dreamforce Mobile app to submit surveysEvery session survey you submit is a chance to win an iPod nano!


D I S C O V E RVisit the Developer Training and Support Booth in Force.com ZoneDiscover Developer Learning Paths

Developer training, certification and support resources S U C C E S SFind us in the Partner Demo Area of Force.com Zone 2nd Floor Moscone Westthat help you achieveLearn about Developer Certifications50

Remember. . .Check Chatter for additional session informationGet your developer Workbooks and Cheat Sheets in the Force.com ZoneVisit for more information related to this topic

Dont forget the survey!

Surprise Giveaway!???51

Leveraging Salesforce Analytics for Custom Apps52