Data and Analytics Management in Salesforce

Data and Analytics Management in Salesforce

Welcome back to the Salesforce Admin Certification workshop on Day 6. in this session/post we will cover Data and Analytics in Salesforce which covers 11% of Salesforce Admin Certification. The following are the main topics which cover in this section.

  • Data Management
    • Data import wizard
    • Data export tool
    • Data loader
  • Analytics Management
    • Reports
    • Dashboard

Data Management

Data Import Wizard

  • Tool available inside Salesforce.
  • User can import upto 50000 records at a time.
  • Can prevent duplicate records.
  • Supported object 
    • Account
    • Contact
    • Lead
    • Solution
    • Campaign Member
    • Person Account
    • Custom objects

Data Export (csv backup)

  • Weekly or monthly data can be exported
  • We can export data manually or schedule for once in a week or month.
  • Weekly export is not available in developer edition.

Data Loader

  • Installation is required on user’s system.
  • Can load more upto 5 million (5,000,000) record.
  • Support object’s which are not supported by data import wizard

Data Loader vs Data Import Wizard

Data Loader vs Data Import Wizard

Analytics Management

Report

  • Report is a powerful tool to analyze Salesforce data and answer business question.
  • Report type is used in creating report.

Report Type

  • Two type of report types , Standard & Custom.
  • Report type determines which object and fields can shown in report.
  • In custom report type we choose 1 primary object and upto 3 child object

Type of reports

  • Tabular Report
    • Simplest type of report. Just like excel sheet.
  • Summary Report
    • When we apply row wise grouping on tabular report, it become summary report.
    • Most commonly used report.
  • Matrix Report
    • When we apply row and column grouping both.
  • Joined Report
    • Allows you to create 2 or more reports in same display screen to compare data.

Dashboard

  • Dashboard helps to show data of more than 1 report and represent in graphical way.
  • 20 component can be added on Dashboard.
  • We can set people view as data in dashboard.
  • If people view set as running user, it is known as dynamic dashboard.
  • User can subscribe to dashboard, to get information automatically.

DAY 6 Data and Analytics Management Recording

Twist Your Mind

  • ApexHours is looking into backup methods.Which set of small and large data backup methods are available in native Salesforce? Ans: Data Loader, Weekly Data export, Report Download
  • ApexHours wants to add charts to a Salesforce dashboard. What are three standard chart types that are available? Ans: Table, Gauge,Bar                       
  • ApexHours is importing data and has many records that do NOT meet the data validation criteria. Ans: import will fail but only for invalid data

Amit Chaudhary

Amit Chaudhary

Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates. He is a active blogger and founder of Apex Hours.

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16 Comments

  • Hi Amit,
    Thank you very much for “FREE Salesforce Admin Certification Training”. I completed “Day 6: Data and Analytics Management” Session. It is really very helpful for new members who are willing to build their career in Salesforce like me. I am preparing for the Salesforce Admin certification exam under your guidance from Apexhours blog and YouTube channel.

  • Thanks Artist & Amit for arranging session
    Data management – Data import, Export
    Analytics – Reports, Dashboard..
    It’s really helpful in project Administration tasks & exam preparation.

  • Thanks for the session. Help me to clear out some doubt which I am facing while preparing Admin certification.

  • Thank you very much Appex Hour for arranging insightful session regarding
    Data management – Data import, Export
    Analytics – Reports, Dashboard..
    It’s really helpful in project Administration tasks & exam preparation.

  • Thank You very much Apex hours for arranging session
    Data management – Data import, Export
    Analytics – Reports, Dashboard..
    It’s really helpful in project Administration tasks & exam preparation.

  • Session completed! Thanks a lot

  • I completed “Day 6: Data and Analytics Management” Session. It is really very helpful .

  • I have completed this session.

  • I finished watching them, now I’m leaving the comments. Thank you.
    #ApexHoursADM201

  • I have completed watching this session.
    Thank you, Apex Hours!

  • Thanks a lot. Was more helpful.

  • I have completed watching this session.Thank you

  • Session Completed. Thank you for the clear explanation and demo

  • Hi Team, i have completed watching the session on you tube in the apex hours channel for the topic data and analytics management day6 .It was great

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