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Analyze Your Service Data in Salesforce

Learning Objectives

After completing this unit, you’ll be able to:

  • List some of the reporting and analytics tools available in Salesforce.
  • Build a report to see your contact center’s total number of open and closed cases.
  • Create a dashboard from a case report.

Options for Tracking Service Metrics

Now that Maria knows which metrics Ursa Major Solar’s service team wants to track, she looks into how to fetch the data from Salesforce. After clicking around Salesforce documentation, Trailhead, and the Trailblazer Community, she discovers that Salesforce offers an entire suite of reporting and analytics tools that can help Ursa Major understand and act on their service data.

Salesforce Feature

Description

Reports

Reports give you access to your Salesforce data. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others.

Dashboards

Dashboards help you visually understand changing business conditions so you can make decisions based on the real-time data you have gathered with reports. Use dashboards to help users identify trends, sort out quantities, and measure the impact of their activities.

AppExchange

AppExchange is an online marketplace where you can buy or find free Salesforce applications—you can choose from a variety of apps to help your team find a variety of metrics tools.

Tableau

Tableau helps you to analyze, explore, and make decisions on your data with just a few clicks. Create engaging visualizations and embed them in your Lightning pages to use them in your workflows. Tableau has enterprise analytics platform solutions for deep data exploration.

CRM Analytics

CRM Analytics is a cloud-based platform for connecting data from multiple sources, creating interactive views of that data, and sharing those views in apps. It's a better way to distribute insight to business users so they can understand and take action on changing information.

Einstein Discovery

Einstein Discovery exposes relevant facts and themes in your data without you building sophisticated software and statistical models. It generates unbiased answers, explanations, and recommendations.

Service Analytics App

Service Analytics is a ready-to-go analytics app that gives service managers and agents access to important key performance indicators (KPIs) from any device. It includes prebuilt queries, formulas, and ratios that draw from your Service Cloud data and assembles the information into easy-to-read visualizations.

After reviewing all of these options, Maria decides to tinker around with creating a report and dashboard related to service—they’re the easiest tools to start with.

Build a Service Metrics Report

Maria is excited to answer some of Ursa Major Solar’s basic service questions by running a report. From what she’s read, Lightning Report Builder is a simple, out-of-the-box tool for analyzing data in Salesforce and answering business questions. Let’s see how Maria whips up a service report that can track the total number of opened and closed cases to assess the service team’s workload.

  1. From the Reports tab, click New Report. The Reports tab and the New Report button highlighted in the Service Console app.
  2. Choose Customer Support Reports, then Cases.
    The Choose Report Type dialog box with Customer Support Reports and Cases highlighted.
  3. Click Continue to see a preview of the report.
  4. In the preview, add the Status and Priority fields to the report’s columns.
    A report preview with the Status report column and Status filter highlighted.
  5. With Status and Priority on the report preview, remove the Open and Closed columns because they display the same data as the Status column.
    The Remove button next to the Open and Closed filters in the report preview.
  6. To see the elapsed time on cases in days, change the Units filter to Days. Age on an open case is the time from creation to the present, and age on a closed case is the time from creation to when it’s marked closed.
    A report preview with the Units filter set to show days, which is reflected in the Age column.
  7. To organize cases by status, click Group Rows by This Field on the Status column.
    A report preview with Group Rows by This Field highlighted under the Status column.
  8. Click Run.
    A report preview with data grouped by case status and the Run button highlighted.
  9. Name the report Ursa Major Solar Caseload, then add it to Public Folders. If no public folders exists, create one.
  10. Click Save.
    A new report named Ursa Major Solar Caseload showing the total number of cases.

That’s it! Maria has already gained insight into the total number of cases at Ursa Major Solar. She also grouped cases by Status to easily see all New or Closed cases. Now she knows a little bit more about how to run reports to track simple service metrics.

Build a Service Metrics Dashboard

After building a simple report in Lightning Report Builder, Maria decides to hook it up to a dashboard to share a visualization of its data with others. From what she’s learned, she must create a source report first and save it in a folder that others can access to see the dashboard. With those tasks accomplished in the steps above, she’s ready to create her first dashboard. Here’s how she does it.

  1. From the Dashboards tab, click New Dashboard.
    The Dashboards tab and the New Dashboard button highlighted in the Service Console app.
  2. Name the dashboard, Ursa Major Solar Caseload.
  3. Create a new folder named Public Dashboards in which to save the dashboard.
  4. Click Create.
    The New Dashboard dialog box with the dashboard name set to Ursa Major Solar Caseload.
  5. Click +Component, and choose Ursa Major Solar Caseload.
  6. Select Vertical Bar Chart as the visual display for the dashboard, and click Add.
    The Add Component dialog box with Vertical Bar Chart selected.
  7. Click Save, then Done.
    A Ursa Major Solar Caseload dashboard showing all New and Closed cases in a vertical bar chart in the Service Console app.

Maria has created the first service metrics dashboard for the Ursa Major Solar team. By creating a visual representation of data from a source report, she’s ready to highlight more service metrics on eye-catching dashboards for easy retrieval.

Next Steps for Service Metrics

Maria understands that this is just the beginning of her metrics adventure. As an admin, building a report and dashboard with Salesforce’s out-of-the box tools is an easy start.

Her next step is to explore some of the other metrics tools mentioned in this unit to help answer more complex business questions. Some of the answers to those questions may require creating custom objects and custom fields to track the data that’s needed in Salesforce. To better understand her options, she jots down this list of trails and modules to check out later:

With the collaboration between Maria, Ryan, and Sita, Ursa Major now has a good handle on the business metrics they need to run their contact center. Not only will they be able to make the right adjustments based on data, but they will also be able to give their agents important feedback on new processes or changes the company wants to make based on the metrics and overall business performance. This all leads to better agent and customer experiences.

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