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#Data3 debatiendo

As we step into 2024, let's set the stage for an incredible learning journey.

 

What are your learning goals in the New Year? Share your aspirations, big or small, and use #SeizeTheTrail in the comments below.

 

Here's to making 2024 the year of collective growth and achievement! 🚀 @Trailhead Quests #TrailblazerCommunity As we step into 2024, let's set the stage for an incredible learning journey. What are your learning goals in the New Year? Share your aspirations, big or small, and use in the comments below.

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📣 Introducing: Discover Salesforce Data Cloud Fundamentals ✨

 

Trailhead Academy is excited to announce our new 3-day instructor-led course, designed to teach administrators and business analysts how to assist with Data Cloud implementations. 📈

 

Register now and learn how to create real-time, personalized data-driven experiences by:

 

✌️ Ingesting and harmonizing data

👤 Creating unified profiles

🔮 Using calculated and streaming insights

 🎯 Implementing data segments and targeted data actions

 

Learn more ➡️ http://sfdc.co/SDC101

📣 Introducing: Discover Salesforce Data Cloud Fundamentals ✨ Trailhead Academy is excited to announce our new 3-day instructor-led course, designed to teach administrators and business analysts how t

@* Trailhead Official * @Trailblazer Community Cove @Admin Trailblazers #Trailhead #Data #Salesforce #CommUpdates

1 comentario
  1. 17 ene, 8:01 p.m.

    I have a customer who would like to take this course with 5 people by April 1, 2025. They are a Signature Success Customer. Are there any options available to help this customer?

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Hi All,

I am going to start my learning journey with data cloud. Please guide me where I can start to build my basics and how I can prepare for the certification.

Thanks in advance

#Data Cloud #Data
8 respuestas
  1. 22 dic 2024, 6:15 p.m.

    Hi Harhvardhan-Just curious on which training path you picked and how you are getting on? I am interested to learn Data cloud .

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📌 Salesforce Data Cloud Hands-on Virtual Workshop on 7/10 & 7/25 and SF Cabin 14 Discussion Series on 7/16📌

🗓️ New Events Dropped❗️Registration is now OPEN for the Month of July (Note: Quarterly SF Cabin Discussion series also happening this month)

Curious about  #Salesforce #Data Cloud and how to set the foundation of your AI journey but not sure how to get started?

This is your chance to get hands-on experience in a live environment! Join Us for our upcoming  #SFCabins sessions for the month of July.

 

❓ What: "Get AI Data Ready with Hands-On Data Cloud Workshop!

🕑 When: 

  • July 10th, 2024 1-3:30 PM Eastern Time
  • July 25th, 2024 1-3:30 PM Eastern Time

🌟 Bonus! SF Cabin 14 Discussion Series: “Securing Your Data in the Age of AI” 

  • 🕑 When: July 16th, 2024 1:2:30 Eastern Time

Please register below for your preferred session as soon as you can as we have limited capacity and these workshops tend to fill up quickly 👇

 

🏁 Register Here: https://sfdc.co/sfcabinsevents

  • Make sure to check out the Pre-Work post to complete before the workshop

You can also find additional details about these upcoming and all past Cabin sessions on our registration site above 👆📌 Salesforce Data Cloud Hands-on Virtual Workshop on 7/10 & 7/25 and SF Cabin 14 Discussion Series on 7/16📌🗓️ New Events Dropped❗️Registration is now OPEN for the Month of July (Note: Quarterly SF

@SF Cabin Series - Platform Technologies

2 comentarios
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📌 Salesforce Data Cloud Hands-on Virtual Workshop on 6/13 & 6/29📌

🗓️ New Events Dropped❗️Registration is now OPEN for the Month of June.

Curious about  #Salesforce #Data Cloud and how to set the foundation of your AI journey but not sure how to get started?

This is your chance to get hands-on experience in a live environment! Join Us for our upcoming  #SFCabins sessions for the month of June.

 

❓ What: "Get AI Data Ready with Hands-On Data Cloud Workshop!

🕑 When: 

  • June 13th, 2024 1-3:30 PM Eastern Time
  • June 26th, 2024 1-3:30 PM Eastern Time

Please register below for your preferred session as soon as you can as we have limited capacity and these workshops tend to fill up quickly 👇

🏁 Register Here: https://sfdc.co/sfcabinsevents

  • Make sure to check out the Pre-Work post to complete before the workshop

You can also find additional details about these upcoming and all past Cabin sessions on our registration site above 👆

 

@SF Cabin Series - Platform Technologies

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HIRING - Performance Metrics Manager

 iDE (International Development Enterprises) · Colorado, United States

 

Passionate about data & empowering communities? iDE is seeking a Performance Metrics Manager to build & manage our global KPI system, improve data use, & support new initiatives. Join us in making a measurable difference in the fight against poverty!

#iDE #nonprofit#nonprofit #careers#careers #data#data #ICT4D#ICT4D #Salesforce#Salesforce #TaroWorks#TaroWorks #DataVisualization#DataVisualization

 

About the job

Background

 

iDE is an international nonprofit dedicated to combating poverty in the developing world not through handouts, but by helping rural households access the tools and knowledge they need to increase their income and improve their health and well-being. iDE has 40 years of experience and programs in 11 countries.

 

iDE's vision, to catalyze the power of entrepreneurship to allow millions of people to lift themselves out of poverty, is ambitious and bold. We need a person who is, first and foremost, passionate about this vision.

 

iDE uses an integrated monitoring, evaluation, research, and learning (MERL) approach to measure our progress on delivering programs that center client needs and offer clear value for donors and stakeholders. With an emphasis on not only rigor but inclusive and ethical measurement, we are committed to incorporating participatory approaches in our MERL work and to converting our quantitative and qualitative evidence into actionable learnings. We generate monitoring and impact data to guide program decisions, aiming to leverage the best systems and tools to deliver the right information to the right people at the right time.

 

As a key member of iDE's MERL team, the Performance Metrics Manager is primarily responsible for Managing and improving iDE's Global Key Performance Indicator (KPI) system, by ensuring the timeliness of performance results and the implementation of enhancements to improve KPI usability and insights for project teams and senior management. Additionally, they will assist in the designing, development, and maintenance of appropriate solutions for operational, monitoring and evaluation needs of iDE's country projects. These solutions are key to organizing information for strategic and tactical decision-making, as well as external communications and reports. The Manager will work closely with other iDE teams such as business development, operations, and communications staff at headquarters and project staff within iDE's countries of operation.

 

Reporting to the Director of MERL Systems or their designee and as a member of iDE's Headquarters team, the Performance Metrics Manager will support efforts across these key areas:

 

  • Manage and improve iDE's Global Key Performance Indicator (KPI) system
  • Improve the use of KPIs across the organization and support resourcing
  • Support new management information systems development and improve existing capabilities 
  • Support the development of measurement strategies and evidence for new sectors

Essential Duties And Responsibilities

 

MANAGE AND IMPROVE IDE'S GLOBAL KEY PERFORMANCE INDICATOR (KPI) SYSTEM - 50%

  • Integrate project-level data into iDE's global KPI system to provide tangible value to senior management
  • Identify where KPI data and evidence are missing in the system and/or when they should be replaced
  • Write simple and practical user guides for entering and accessing KPI data, as well as technical developer specifications for the KPI System housed in Salesforce Engage with users on a regular basis to identify and implement system improvements
  • Devise and execute test plans to ensure system function
  • Manage data cleaning and import
  • Create and manage dashboards, reports, and other appropriate data visualizations, as needed by different KPI stakeholders. 

 

KPI USE AND RESOURCING - 20%

  • Assist country project teams in recruiting, selecting, training and retaining local talent to act as administrator, developer, trainers of their MIS
  • Support other iDE teams (e.g. all country teams, Fundraising, Business Development, Communications, etc.) in collaboration with MERL team members to develop processes and feedback loops that support learning and the effective use of KPI data throughout the organization. 
  • Field KPI data requests
  • Identify, and where appropriate, lead on new project proposals that will fund the growth of programs using MIS to better serve our end clients
  • Develop and maintain global MERL institutional memory around organizational metrics, ensuring access to and continued use of historical data that allows us to identify trends over time, changes in metrics and why, and develop standardized ways to share this data moving forward

 

SUPPORT NEW MANAGEMENT INFORMATION SYSTEMS DEVELOPMENT - 15%

  • Work with project teams to identify user needs and define system requirements as needed
  • Provide ongoing technical support to country teams
  • Deliver training on new systems and upgrades
  • Assist team to extract more value from existing data via analytics enhancements
  • Administer users and settings, should project teams not be able to do this on their own

 

SUPPORT MEASUREMENT STRATEGIES AND EVIDENCE FOR NEW SECTORS - 10%

  • Identify and support the selection of evaluation tools teams that address key impacts for a given sector and can provide impact results that can be integrated into iDE's KPI reporting as multipliers to iDE's Scale
  • Search for appropriate third party evidence to fill in evidence gaps in the KPI System in consultation with the Global Director of MERL. 
  • Develop and document Standard Operating Procedures (SoPs) for Monitoring and Evaluation (M&E) tools created internally (iDE-developed). These SoPs will guide proper implementation and use of best practices (such a KPI development guide for new sectors or an evidence protocol), ensuring consistency and effectiveness of resources within the MERL team's Support Package for iDE country program staff. 

 

LEARNING - 5%

  • Actively engage in professional development activities by attending relevant conferences, online courses and webinars, workshops and seminars, seeking mentorship opportunities, reading curated materials, brown bag sessions, engaging in peer coaching, joining learning collaboratives, participating in communities of practice—both internal and external to iDE— or any other learning activity that aligns with role and professional growth objectives 

Location: Any of the following locations with the existing right to work: United States (Arizona, Colorado, California, Florida, Illinois, Maryland, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Washington, Washington D.C), Ghana, Ethiopia, Mozambique, Zambia, Honduras, United Kingdom

 

Salary: $70,000 - $77,500

 

https://apply.workable.com/j/C8602FB682/?utm_medium=social_share_link

1 comentario
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HIRING - Performance Metrics Manager

 iDE (International Development Enterprises) · Colorado, United States

 

Passionate about data & empowering communities? iDE is seeking a Performance Metrics Manager to build & manage our global KPI system, improve data use, & support new initiatives. Join us in making a measurable difference in the fight against poverty!

#iDE #nonprofit #careers #data #ICT4D #Salesforce #TaroWorks #DataVisualization

 

About the job

Background

 

iDE is an international nonprofit dedicated to combating poverty in the developing world not through handouts, but by helping rural households access the tools and knowledge they need to increase their income and improve their health and well-being. iDE has 40 years of experience and programs in 11 countries.

 

iDE's vision, to catalyze the power of entrepreneurship to allow millions of people to lift themselves out of poverty, is ambitious and bold. We need a person who is, first and foremost, passionate about this vision.

 

iDE uses an integrated monitoring, evaluation, research, and learning (MERL) approach to measure our progress on delivering programs that center client needs and offer clear value for donors and stakeholders. With an emphasis on not only rigor but inclusive and ethical measurement, we are committed to incorporating participatory approaches in our MERL work and to converting our quantitative and qualitative evidence into actionable learnings. We generate monitoring and impact data to guide program decisions, aiming to leverage the best systems and tools to deliver the right information to the right people at the right time.

 

As a key member of iDE's MERL team, the Performance Metrics Manager is primarily responsible for Managing and improving iDE's Global Key Performance Indicator (KPI) system, by ensuring the timeliness of performance results and the implementation of enhancements to improve KPI usability and insights for project teams and senior management. Additionally, they will assist in the designing, development, and maintenance of appropriate solutions for operational, monitoring and evaluation needs of iDE's country projects. These solutions are key to organizing information for strategic and tactical decision-making, as well as external communications and reports. The Manager will work closely with other iDE teams such as business development, operations, and communications staff at headquarters and project staff within iDE's countries of operation.

 

Reporting to the Director of MERL Systems or their designee and as a member of iDE's Headquarters team, the Performance Metrics Manager will support efforts across these key areas:

 

  • Manage and improve iDE's Global Key Performance Indicator (KPI) system
  • Improve the use of KPIs across the organization and support resourcing
  • Support new management information systems development and improve existing capabilities 
  • Support the development of measurement strategies and evidence for new sectors

Essential Duties And Responsibilities

 

MANAGE AND IMPROVE IDE'S GLOBAL KEY PERFORMANCE INDICATOR (KPI) SYSTEM - 50%

  • Integrate project-level data into iDE's global KPI system to provide tangible value to senior management
  • Identify where KPI data and evidence are missing in the system and/or when they should be replaced
  • Write simple and practical user guides for entering and accessing KPI data, as well as technical developer specifications for the KPI System housed in Salesforce Engage with users on a regular basis to identify and implement system improvements
  • Devise and execute test plans to ensure system function
  • Manage data cleaning and import
  • Create and manage dashboards, reports, and other appropriate data visualizations, as needed by different KPI stakeholders. 

 

KPI USE AND RESOURCING - 20%

  • Assist country project teams in recruiting, selecting, training and retaining local talent to act as administrator, developer, trainers of their MIS
  • Support other iDE teams (e.g. all country teams, Fundraising, Business Development, Communications, etc.) in collaboration with MERL team members to develop processes and feedback loops that support learning and the effective use of KPI data throughout the organization. 
  • Field KPI data requests
  • Identify, and where appropriate, lead on new project proposals that will fund the growth of programs using MIS to better serve our end clients
  • Develop and maintain global MERL institutional memory around organizational metrics, ensuring access to and continued use of historical data that allows us to identify trends over time, changes in metrics and why, and develop standardized ways to share this data moving forward

 

SUPPORT NEW MANAGEMENT INFORMATION SYSTEMS DEVELOPMENT - 15%

  • Work with project teams to identify user needs and define system requirements as needed
  • Provide ongoing technical support to country teams
  • Deliver training on new systems and upgrades
  • Assist team to extract more value from existing data via analytics enhancements
  • Administer users and settings, should project teams not be able to do this on their own

 

SUPPORT MEASUREMENT STRATEGIES AND EVIDENCE FOR NEW SECTORS - 10%

  • Identify and support the selection of evaluation tools teams that address key impacts for a given sector and can provide impact results that can be integrated into iDE's KPI reporting as multipliers to iDE's Scale
  • Search for appropriate third party evidence to fill in evidence gaps in the KPI System in consultation with the Global Director of MERL. 
  • Develop and document Standard Operating Procedures (SoPs) for Monitoring and Evaluation (M&E) tools created internally (iDE-developed). These SoPs will guide proper implementation and use of best practices (such a KPI development guide for new sectors or an evidence protocol), ensuring consistency and effectiveness of resources within the MERL team's Support Package for iDE country program staff. 

 

LEARNING - 5%

  • Actively engage in professional development activities by attending relevant conferences, online courses and webinars, workshops and seminars, seeking mentorship opportunities, reading curated materials, brown bag sessions, engaging in peer coaching, joining learning collaboratives, participating in communities of practice—both internal and external to iDE— or any other learning activity that aligns with role and professional growth objectives 

Location: Any of the following locations with the existing right to work: United States (Arizona, Colorado, California, Florida, Illinois, Maryland, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, Washington, Washington D.C), Ghana, Ethiopia, Mozambique, Zambia, Honduras, United Kingdom

 

Salary: $70,000 - $77,500

 

https://apply.workable.com/j/C8602FB682/?utm_medium=social_share_link

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Hi, 

How can I exclude Quote, Account & Opportunity from the query below? Currently, I am excluding Quote only. 

select Id,Name,BodyLength, CreatedDate,CreatedBy.Name, Parent.Name,Parent.Type, IsDeleted, IsPrivate  from Attachment WHERE Parent.Type != 'Quote' 

 

Thank you,

Tarun

 

#Sales Cloud  #Salesforce  #Salesforce Developer  #Data  #Reports & Dashboards  #Service Cloud  #Data Management  #Automation  #Saleforce Administrator

5 respuestas
  1. 27 feb 2024, 6:10 p.m.

    @Tarun Mukhia

    To exclude multiple record types such as Quote, Account, and Opportunity from your query, you can use the NOT IN clause instead of !=. This allows you to specify a list of values that the Parent.Type field should not match.

    try below:

    SELECT Id, Name, BodyLength, CreatedDate, CreatedBy.Name, Parent.Name, Parent.Type, IsDeleted, IsPrivate

    FROM Attachment

    WHERE Parent.Type NOT IN ('Quote', 'Account', 'Opportunity')

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My Colleague Brandon Dennis at Apps Associates presented at Cactusforce a couple weeks ago and has a great review and deep dive of Data Processing Engines for Advanced Account Forecasting in Salesforce #Manufacturing Cloud I have the link to the video on LinkedIn please feel free to share. #Data #Forecasting

 

https://www.linkedin.com/posts/abraham-vargas-77511628_vimeo-activity-7171700524411445250-Fnx2?utm_source=share&utm_medium=member_desktop

1 comentario
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