10 Tips for Optimizing your Salesforce Dashboard

Salesforce is a name that is known to all those in the tech field. It is a highly popular American cloud-based software company that is known for offering brilliant CRM services. Marketing, sales, and support teams use this brilliant tool on a global level.

There are various uses of CRM including marketing to customers, tracking customer activities, and offering multiple other services. To make things smoother, dashboards are used in Salesforce. With a Salesforce dashboard, both the marketing and the sales team benefit immensely.

The sales team is better able to understand the data that has been imported, sell smarter, and garner more insights. The marketing team, on the other hand, is able to create more compelling Salesforce campaigns.

We know you must have a hundred of questions about Salesforce and dashboards. In this blog, we will discuss all you need to know about them. Additionally, to help you succeed, we will give you 10 tips for optimizing your Salesforce dashboard.

While you will learn all about it during your Salesforce training and certification course, a handful of knowledge will help you begin better. Let us start with a simple introduction to Salesforce dashboards.

 

An Introduction to Salesforce Dashboard

A Salesforce dashboard offers a simple way of visualizing elemental data from various Salesforce reports. It also aids in a lot of other things related to the target customers of a business.

These dashboards have more to offer than simple reports in terms of insights. This is because they offer combined data from various reports that are displayed in a summarised result form. Thus, viewing various reports at the same time save the scope of combining their results. With dashboard summaries, action plans are decided upon more quickly.

Dashboards can comprise of tabular data, graphs, charts, etc.

 

Components of a Salesforce Dashboard

In simple terms, Salesforce dashboards offer graphical representation of reports. It displays data as visual components from various source reports. Each component offers a quick snapshot of the company’s key performance indicators and metrics.

Here is a list of the five components of a Salesforce dashboard.

 

1. Tables – tables are used for displaying lists
2. Metrics – metrics are employed for displaying single numbers with a label
3. Charts – charts are used for showing comparisons. These are divided into six further types including vertical bar charts, pie, donut, line chart, funnel, and horizontal bar charts
4. Gauge – this component is used for demonstrating the progress towards a goal
5. Visualforce – Visualforce aids in retrieving data from other data sources

 

10 Tips for Optimizing your Salesforce Dashboards

As a Salesforce expert, it is on you to correctly set it up. This will help you deliver effective sales pipeline as well as performance visibility. This will help in driving revenue.

However, it is on you to increase the efficiency of your Salesforce dashboard. To make that happen, here are some tips you can implement and enjoy the best outcomes.

 

1. Dashboards Designing

If you are still a beginner in building dashboards, then you do not need to do it from scratch. You can integrate your platform and then thereon download various free dashboard templates as you go in mere minutes. These templates can also be edited as per the needs and demands of the organization.

Customizing these pre-existing dashboards will help you save a lot of time. Additionally, it will also give you more ideas about designing dashboards and creating reports.

2. Add More Data to Salesforce

The best way of maximizing the Salesforce dashboard’s performance is to bring in additional data. There are multiple tools available that will help you in turning your dashboard into an authoritative source of information.

3. Get Rid of Unnecessary Elements

We all know how your phone will work faster when you have only a few things on. The same is the case with Salesforce dashboards.

If you are unsure whether you can get rid of any of the elements or not, try merging them into one. Consolidate aspects that can be consolidated.

4. Constant Maintenance

Every business begins with the intention of growing. And as a business grows, the need for a system with an enhanced functionality is felt too. Thus, having a good Salesforce consulting company to help you at all times is a good option.

5. Use Metrics

Prior to turning to the use of Salesforce, you should decide the key metrics that you will be tracking via these dashboards. Carefully analyse and calculate the metrics that will become the stepping stone towards the organization’s success at all levels.

Another key element to keep in mind is that the same metrics will not always be the most useful. Thus, as your business needs change, re-evaluate the metrics. You can also set a fixed timeline to revisit this point of focus.

6. Use Executive Dashboards

It is always a good idea to go with executive dashboards. Having this will ensure in offering a single view of all the key metrics of the company. Thus, people with decision-making power are able to get all the information under a single roof.

Every functional department or multiple dashboards offering a detailed view of all KPI activities. Concerned people can easily access this information.

7. Use Index and Custom Index

one of the key steps you can take towards maximizing the potential of your Salesforce dashboards is to create custom index. Index columns can be used for filter criteria such as external id, look-up columns, ID, record type, audit fields, etc.

standard index might not give you swift loading of reports. This can be solved with a custom index in place.

8. Use Skinny Table

There are certain tips that in this blog that might not make have the kind of desired effect. Thus, the best step to take in such a case is to use skinny tables. Skinny tables refer to tables that bring together information from two co-related objects. Both of these should be used in creation of reports.

You will not have to join multiple objects. Instead, a single skinny table is used that comprises only the essential fields from objects. The query is loaded swiftly as no join query is required.

9. Keep Clearing your Recycle Bin

Even when a record is deleted, it stays in the recycle bin for the next fifteen days. Thus, when a report is loaded, those deleted files still in the bin are also queried. This leads to a negative impact on the performance.

Thus, when you clear your recycle bin, the performance of your Salesforce dashboard will get better and smoother.

10. Use Efficient Source Reports

When a dashboard is refreshed, it activates all the source reports and all of them run. If any source report takes more time to run, then it will lead to the dashboards taking a long time to refresh as well.

There are many ways in which can be avoided. The first is to create source reports that run fast. The simple rule here is that a fast-running source report will lead to a fast-refreshing dashboard.

Another thing you can do is base your dashboard on as little source reports as possible. The ideal number is one. But that is not always possible. However, keep the number as small as possible.

 

Conclusion

The Salesforce dashboards brings together capabilities, ease of use, and accessibility. All of it together renders it widely used and almost ideal feature for all business types.

Salesforce is the future. In the coming years, its popularity will rise as businesses become more customer-centric. Since businesses are moving towards a customer-first approach, this is bound to happen sooner than later. Thus, the best thing you can do today is get started as soon as possible.

If you are looking to become an expert in Salesforce, then we have just what you need. All that needs to be done is to get enrolled with Salesforce training course in Jaipur. This is the push you needed to begin and we have given you that.

Since you already have a brief about the tips you can implement for a highly optimized Salesforce dashboard, your learning journey will become easier. The rest will be covered as you enroll with Grras Solutions for your training and certification.

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Enroll with Grras Solutions and witness as your life takes a turn for the better. Your future will be secure as your gain knowledge, skills, and expertise in Salesforce. This is the technology for the future and with certification in this field, you will become the future too. So, what are you waiting for? Begin now with the very best.

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