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  • salesforce Wave Analytics

    Salesforce Wave Analytics:

    In our day to day work life we deal with lots and lots of data. This data can be in any format structured, unstructured, reports, tables, excels ,PDFs, text files, external system , API etc.

    It is very important to have an avenue using which data scientists can retrieve useful information and can present it in understandable format.
    Salesforce Wave Analytics, also called Analytics cloud is a Business Intelligence (BI) platform optimized for mobile access and data visualization. It is a cloud based platform for connecting data from multiple sources, creating interactive views of that data and sharing those views in dashboards.It’s a better way to distribute insights to business users so they can understand and take business action on changing information.

    How Does it work?

    Create aggregated views of disparate data – Salesforce or external data by loading it into datasets, and then slice and dice the data to get the answers you need to run your business. All inside of salesforce. Save your insights, share them with others and start the discussion on same.


    Wave Platform Setup Process

    Enable Wave and assign permission set licenses to users. The first step is simply to enable it. Each permission set license can be assigned to only one user. Also, the user license that’s associated with the user profile must support the Analytics Cloud-Wave Analytics Platform permission set license. Not all user licenses support the Wave platform permission set license.

    • Each Wave platform user needs an Analytics Cloud – Wave Analytics Platform permission set license to use the Wave platform.
    • Community users need an Analytics Cloud – Wave Community Users permission set license to view Wave apps shared via dashboards embedded in Visualforce pages.

    The Analytics Cloud – Wave Analytics Platform permission set license enables the following permissions.

    • Use Wave Analytics
    • Create and Edit Wave Analytics Dashboards
    • Create Wave Analytics Apps
    • Upload External Data to Wave Analytics
    • Edit Wave Analytics Dataflows
    • Manage Wave Analytics
    • Download Wave Analytics Data

    Following salesforce licenses support Wave permission set license

    • subscription)
    • app)
    • Full CRM
    • Salesforce Platform
    • Salesforce Platform One

    Wave Analytics – Lenses and Dashboards :

    Sometimes the Standard Dashboards provided by Salesforce do not capture all of the data you need to see, or there are some Objects that you have added as Datasets and now, you need to create some Dashboards to show that data.


    Before you start creating Lenses, you will need a Dashboard to clip them to.


    Each template can help serve a purpose, either it being comparing Sales from the prior year to the current year with the Comparison Dashboard, diving deeper into a chart, and seeing details around it with the Details Dashboard, or start from scratch and use the Blank Dashboard.


    In the Dashboard, you can easily create steps to attribute to Dashboard components by click Create Step and selecting the Dataset that you wish to build off.


    For example, you can create a Step for all Opportunities grouped by Close Date (Year) and sub-grouped by Close Date (Quarter). Also, if you want to measure against something other than Record Count, you will need to change that. By default, all Lenses are initially set to Record Count for the measure and a horizontal bar chart.

    If you wish to change the chart type, click the button with the horizontal bars (seen to the right), if you wish to change an existing Measure or Grouping, you can simply click the specific one you wish to change, and set it to the new format. Once you have your step completed, click Done and you will see it in the Step List.

    Use Case-

    Benchmarking chart Dashboard : –
    a. Partners wave dashboards gives them a summary of their performance vs overall performance of other partners. This is to give partners a sense of competition wherein they can compare their figures with average of how other stores are performing.

    b. Client Management at any given point in time can view the performance of each partner, compare quarterwise figures to make crucial business decision using wave analytics.


    Dashboard for Internal users to view the performance of partners store


  • Rollup Helper

    Challenges :

    The client wants to roll up the date and text fields from one object to other when there is lookup relationship between them. In addition to that count of records and average of numeric field are to be rolled up.

    About Rollup Helper :

    Rollup Helper rolls-up any Salesforce data. Supports count, sum, max, min, average, percent, lookup rollups, text, and multi-currency. It helps to get actionable real-time data for your business process. With absolutely no coding required, this is an amazing accelerator for admins, business analysts, and developers.

    Purpose To rollup the data when there is lookup relationship between objects.
    Application • Works on both lookup as well as master-detail relationships.

    • Support SUM, Count, MIN, MAX, Average, Percentage and Rolling Date-Based Rollup.

    • Support all field types, including lookup fields(e.g. Owner Id)

    Version Spring 2015 v8.00
    Tool Rollup Helper
    Information Salesforce <> Rollup Helper
    Volumes ~5/day
    Process • Navigate to Rollup Helper and select the object and field on which value is going to rollup.

    • Now select the object and field used as the source of rollup.

    • Select any Type(SUM, Count, MAX, etc.) as per

    Complexity Medium



    Challenges :

    The client is using Wufoo, MailChimp and RelateIQ to handle the sales cycle and marketing. In addition, they want both of the Sales and the Marketing team always have the updated information.

    Purpose The customer records between Three systems need to be consistently synced to avoid invalid information and
    duplicate entry.
    Application Wufoo
    Version Wufoo
    RelateIQ (Business)
    MailChimp (Marketing Studio)
    Information Wufoo > MailChimp
    MailChimp <> RelateIQ
    RelateIQ <> MailChimp
    Volumes ~70/day
    Process 1. Wufoo create/update Mailchimp Subscribers (single directional)
    2. MailChimp create/update RelateIQ Subscribers (Bi-directional)
    3. RelateIQ create/update MailChimp Subscribers (Bi-directional)
    Schedule Every 15 minutes
    Complexity Medium


  • Salesforce App Exchange Package

    Challenges :

    1.The client is using salesforce to give the functionality of Real Estate in App so there client can install app and work on it.
    2.Need to create Package which can be used in all editions of Salesforce.

    Purpose Make Single Standard of their functionality.


    Application Salesforce
    Version Salesforce(Developer Edition)
    Information Salesforce > App Exchange
    Volumes ~135/day
    Process Creation of Classes, Triggers, VF Pages, JScripts etc.
    Using Google Map API to access the Geo Location in bulk.
    Code Review according to App Exchange Standard & Best Practices.
    Schedule N/A
    Complexity High