Wave Analysis & Comments

I’m been playing with Wave Analytics for the past 4 weeks and I’m fairly impressed thus far. Compared to its previous forms, it’s come on a long journey and I believe is close to becoming a truly usable business tool. It’s UX focused with smooth transitions and incredible modern graphics. What it doesn’t yet have though is the maturity of documentation and community support around making small but significant customizations on the go. (For example, it took me hours of playing around to realize that picklist formulas don’t work in the same way as standard reporting and that those values needed to be hardcoded in the backend).

Here’s a breakdown summary (w comments):

  • Wave is designed from the ground up for business users. No complex schemas or SQL commands. This leads to a culture of self-service. 
  • Native “ad-hoc” data exploration – not limited to pre-configured drill downs. This enables end-users to easily ask deeper questions of their data without having to engage IT.
    • Can drilldown into “Lens” on each section to see the reporting details although hover on data points will tell you specific field information as well.
  • Embedded analytics – Easily embed Wave into in any Salesforce object (account, opportunity, etc.) right where your employees are already working.  Adoption suffers when users are asked to use an external system and get slowed down.
    • Easily embed into a layout, Web Tab, or App.
  • Only Wave offers the ability to take immediate action with our “Action Framework” at the point of insight.  When a user discovers an insight into the business, it’s possible to create a task or case (or other custom action) within the context of exploration.
  • Native collaboration and sharing via Chatter, email, and Excel
  • Wave extends the Salesforce security model to control access to sensitive data. This is a huge savings since IT does not have to maintain a custom security model or distribute unique file updates to each user group.
    • Pre-approved Salesforce platform ensures that same level of Enterprise security with this tool. The company usually won’t have to re-evaluate the compliance of Wave although it lives in a separate server then Sales Cloud in order to index and operate at a higher level.
  • The full technology stack – customer does not have to procure and maintain on premise storage/compute, which frees IT resources.
  • Browser based and mobile first, no thick client for dashboard creation.  Works well on all platforms including 100% featured native apps for tablet and smart phone.
    • Mobile compatible for those reps who are constaly on travel.
  • Salesforce Wave is 100% cloud meaning hosting and automatically upgraded three times annually and patched by Salesforce – which frees up IT resources.
  • Salesforce Wave can handle many data sources without requiring a data warehouse build (if you had a DW we can plug directly into it).
  • Salesforce Wave is based on schema-free Inverse Index search engine technology – high performance and scalability far beyond what relational databases can offer.
  • The Wave roadmap – Rapid innovation available today and continues with Einstein for Wave (Predictive and Prescriptive analytics)
  • Apps for Everyone and the Wave App Exchange: Pre-built apps for Sales, Service and Marketing already available with more to come.  15 ISV apps for Wave available today with many more on the way.
  • Seamlessly integrated with Salesforce Sales Cloud, Salesforce Service Cloud and Salesforce App Cloud. These clouds are upgraded from a single vendor to ensure forward compatibility. No data-in-transit issues to worry the customer.




Lightning or not?

Lots of new features in the Spring ’16. Focus on Lightning moving forward.



Trailhead information on whether to utilize Lightning.



Why use a “Person Account” for B2C models?

Person Accounts are useful for modeling B2C behavior when there is no obvious relation using the default Accounts and Contacts (such as a student applying to your school; or Yelp model)

  • Must be specifically enabled by request. Cannot be disabled.
  • Person Accounts allow you to utilize the existing Account object to model the relationship side-by-side with the standard “Business to Business” (B2B) Salesforce model.
  • Person Accounts introduce a new ‘Account Record Type’ to your Salesforce.com instance.
  • When a new Person Account is created, a ‘matching’ Contact is created, but is not accessible to the user or Person Account.
  • PersonAccount entity has 2 Ids : Id and PersonContactId

Additional benefits:

  • Person Accounts support Opportunities
  • Supports direct add to Contracts
  • Information shows on Account and Contact reports
  • Simple (and different Import Wizard) data import with Contact fields
  • Supports Contracts
  • Contact fields directly accessible via Apex through single Account instance

Cons (in order of importance)

  1. Must leave Company field blank during Lead conversion or a regular Account will be created
  2. DML operations do not activate Contact triggers or workflows, only Accounts
  3. OWD sharing for contacts is set to Controlled by Parent and is not editable
  4. Only show in searches for Accounts and not Contact
  5. Can only be merged with another Person Accoun
  6. Requires two objects for storage (one Account and Contact per Person Account)
  7. 3rd party applications

Salesforce Lightning Part 1


Home is the first place you’ll land when you log into Salesforce. It’s a modern, intelligent home page, featuring a number of tools to help you start your day fast. From Home, you can monitor your performance to goal and get insights on key accounts. You can also access the Assistant, a list of things to do and places to be.

  • Use the Assistant to identify exactly what you need to be doing today
  • Use the Performance Chart to monitor how close you are to crushing your number
  • Get insights fast with Account News and social highlights
  • Focus your selling activities on your Top Deals

Checking out Reports, Dashboards, Feeds, and More

  • Create a chart to visualize list view data
  • As a quick reminder, there are two user experiences in Salesforce: Lightning Experience and Salesforce Classic. When you’re working with reports in Salesforce, you can run them in both places, but you can only create them in Salesforce Classic. To learn more about these two experiences, complete the Salesforce User Basics module.

Getting the Most Out of the Opportunity Workspace

  • Lightning Sales Path – This gives new customization around picking key fields to complete at each stage and a Guidance for Success text section. These aid and reminds Sales Reps in their steps through the process similar to what the CCS methodology might implement.
  • Lightning Board – Showcases deals at each Stage of the Sales Process.

Customizing Actions

  • Object-specific actions let users create records that have automatic relationships to other records, make changes and updates to specific records, and interact with records in ways you define. For example, a user can open a support case, click on your object-specific “Create Follow-Up” action, and quickly create a new task that’s automatically associated with the support case.
  • Global actions enable users to create object records, but there’s no automatic relationship between the record that’s created and any other record. You can use global actions wherever actions are supported in Salesforce.

Create a Help Page for the Candidate Object

Create a Help Page for the Candidate Object

We highly recommend that you create help pages for your custom objects. It’s easy to provide useful information about your object by using a simple Visualforce page. Your users will thank you!

Let’s create a simple Visualforce help page to reference from your Candidate object.

  1. From Setup, enter Visualforce Pages in the Quick Find box, then select Visualforce Pages.
  2. Click New.
  3. Enter a label for your page — for example, Job Candidate Help.
  4. Enter a unique name for the page — for example, Job_Candidate_Help.
  5. In the Visualforce Markup area, enter information about your custom object. You might want to include dependencies, next steps, or other tips for using the object.
    For example:

    1 <h1>Help for the Candidate Object</h1>
    3     <p>The Candidate object is for identifying and tracking individual candidates for job positions.</p>
    4     <p>Sort candidates by Name, Location, Last Modified, and Prospect Rating.</p>
  6. Now let’s reference the help page you just created from your Candidate object. To do this, we’ll edit the Candidate object.
    1. In the Setup Quick Find box, type Object.
    2. Under Create, click Objects.
    3. Click Edit next to the Candidate object’s name.
    4. Select Open a window using a Visualforce page and choose the page you created.
      Custom object help display setting
    5. Click Save.
When your users click the Help for this Page link on a Candidate record, they’ll see the helpful information that you provided about the Candidate object.

Admin – Migrating to Lightning Experience

  • Getting Started with Lightning Experience
  • Classic has row tabs vs. Lightning has left-hand menu tabs
    • New flexible interactive data
  • Deciding If Lightning Experience Is Right for You
    • Cannot use Inline editing, URL buttons, and customizable tabs
    • Review gap differential between the two functions
  • Enabling Lightning Experience
    • Enabling Lightning enables for all Standard Profiles
    • Setup | Lightning Experience
  • Navigating Lightning Experience and Setup
    • New re-organized Setup tree
    • Consolidation of certain nodes and nesting of others
  • Exploring the New Sales Tools
    • The Board – View combined values of all opptys, Drag & Drog
    • Sales Paths – Interactive sales process per RT
    • Activity Timeline – Consolidated into Timeline & Next Steps
  • Exploring Other Enhancements
    • Performance – Closed opportunities, or open opportunities with a probability over 70% during the current quarter
    • Multicurrency supported but custom fiscal year is not supported in Lightning Experience
    • The Assistant shows your users things they need to address, including upcoming and overdue tasks, new leads, and activities related to opportunities
    • You can’t customize the layout of the Home page
    • There’s no alphabet rolodex for list views. Infinite scrolling.
    • Custom buttons and custom actions aren’t supported for list views or list view items.
  • Customizing the User Interface
    • Edit Highlight panel fields to display company Layout interface
    • Custom URL buttons don’t work
  • Understanding How Actions Work in Lightning Experience
    • The actions in each section of the record page respect the ordering of its types of actions on the page layout.
  • Educating Yourself and Your Company on Lightning Experience
    • Find Sponsor and keep them involved
    • Access Impact through gap analysis
  • Crafting and Executing Your Rollout Strategy
    • Find a good time – Sales Kickoff, End of Quarter (low season)
  • Rolling Out Lightning Experience
    • Enlist help from a super user
    • Measure baseline before rollout
    • Conduct surves, focus groups