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Hello everyone 

 

I am developing a data visualization project using Tableau with a hotel dataset that contains booking records for city and resort type of hotels, and related data such as guest details, pricing, and cancellations, to name a few. 

 

I have drafted 4 visualizations which will eventually be consolidated into a single dashboard. 

 

Please visit the visualization link here. 

 

The visualizations were developed to answer these research questions (in the same order):  

 

Q1. How do cancellation rates differ by market segment and deposit type for City Hotel and Resort Hotel? 

 

Q2: How do booking volume and average length of stay change throughout the year, and does the pattern differ by distribution channel and customer type? 

 

Q3: What geographic patterns can be identified in cancellation rates across guests’ countries of origin, and what booking characteristics are associated with these patterns? 

 

Q4: What booking profiles can be identified based on lead time and waiting-list duration, and how do they differ by room assignment, customer type, repeat-guest status, and number of special requests?  

 

For each research question (visualization), may I request your feedback on (one or more of) based on these questions?: 

 

A. Is the chart type appropriate? If not, could you please recommend a more appropriate one along with what measures to use? 

 

B. Do any of the colors/color scheme need to be changed? 

 

C. Do you recommend mark labels? If so, for all, or for high/low only? 

 

D. Hovering over the visualization shows more details but does it look like cognitive overload? Would you recommend splitting the visualization into two or more instead? 

 

E. Do you have (any) other feedback or best practice using data visualization principles to improve this? 

 

Thank you very much in advance! 

 

#Tableau Public  #Tableau Desktop & Web Authoring  #Best Practices  #Reports & Dashboards

 

#Trailhead Challenges  #Trailhead

2 respostas
  1. Ontem 05:23

    Hi Narender, had a look at all four. Mostly small things, and the chart types are generally fine.  

     

    Viz 1. Bars are right for comparing rates. Some of the 100% bars (Undefined under No Deposit, and several of the Refundable ones) are probably very few bookings, but they look as important as Online TA. Add the booking count to the tooltip or label (n=12 style), or filter out segments under a minimum. Also City Hotel and Resort Hotel are sorted differently, so it's hard to compare the same segment across the two. Use one fixed order.  

     

    Viz 2. Careful with seasonality here. This dataset covers arrivals from July 2015 to August 2017, so July and August appear three times and every other month only twice. Adding up all years makes the summer peak bigger than it really is. Use one full year (2016) or show average bookings per month per year. The orange bars are labelled "Count of Is Canceled" in the legend, which reads like cancellations, so rename that to Bookings. And for the channel / customer type part of your question, filters only show one at a time. Small multiples, one small chart per channel, would answer "does the pattern differ" much better.  

     

    Viz 3. The title is the same as viz 1, I think it should say country. A diverging palette suggests there is a meaningful middle, so either centre it on the overall cancellation rate (then orange/blue means below/above average) or use a sequential palette. Countries with only a handful of bookings get the strongest colours, same issue as viz 1, so a minimum bookings filter helps. Portugal is by far the biggest origin in this data and probably deserves its own callout. I'd also remove the Latitude/Longitude (generated) and parking space filters, readers won't use them.  

     

    Viz 4. I couldn't tell what each bubble is without hovering, so label them or use shape for the other dimension. Average days on the waiting list is close to zero for most of the bubbles, because most bookings never wait at all. "% of bookings that waited" would show much more. Bubble size for 0.28 to 1.15 special requests is hard to read, and this one is trying to answer four things at once, so I would split it in two.  

     

    Labels: only the highs/lows or the marks you talk about in the text. Tooltips don't look overloaded to me. 

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 Hi Trailblazers! I'm currently diving deeper into Apex development and building out modular code patterns on Trailhead. For those working with enterprise codebases in production, what is your preferred design pattern for organizing trigger logic (e.g., the Trigger Handler pattern, helper classes, or specialized frameworks)?  

I'd love to hear what has worked best for maintainability and test coverage!     

 

#Apex

 

#Developer

 

#TrailblazerCommunity

 

#Trailhead Challenges

 

#Salesforce Developer

 

 

#Apex Code  #Best Practices

1 resposta
  1. 20 de out., 05:40

    Structuring Apex Triggers using a decoupled Trigger Handler framework rather than placing logic directly inside the trigger body is the universal best practice for enterprise Salesforce development.

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7 comentários
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We want to import hundreds of forecasted opportunities for 2022 but cannot figure out the best way to import the data. 

 

Should we use the data loader? Any tips?   #NSPS #Best Practices #Data Management #Data Import #Opportunities

1 resposta
  1. 26 de dez. de 2025, 12:30

    Yes, Data Loader is perfect for importing hundreds of Opportunities. 

     Key tips:

    • Include all required fields (Opportunity Name, Close Date, Stage, Amount).
    • Map CSV columns accurately to Salesforce fields.
    • Use Upsert with an External ID to prevent duplicates.
    • Test with a small batch first to catch errors.
    • Check success and error logs after import.
    • Automate repetitive imports via command-line if needed.

     

    This ensures a smooth, accurate, and efficient import.

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Hi Community members, 

I'm embarking on a Documentation project looking to record the various fields, objects, automation and business processes my NFP has within our customised Salesforce environment. 

 

Is there a particular format or platform that you have used to record your documentation that you would recommend? Or perhaps suggest I steer clear of?

 

(We have incomplete documentation from our implementation five years ago within Confluence and Jira but nothing that is comprehensive enough to train an incoming admin or support organisation to ask good questions.) 

 

Thanks for your time 

 

#Better Documentation #Salesforce Admin #NPSP #Best Practices

12 comentários
  1. 12 de ago. de 2025, 04:42

    Thank you everyone for your thoughts and the time you took to share them. 

     

    I can see our organisation using a variety of these tips to create an admin resource, an user resource and the Guidance app to distribute new features. 

     

    Thank you again all.

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I'm on a project that's at the beginning stages of building an Org that will ultimately have a large number of users whose access rights will vary greatly by user function/role.  

 

The current design is to use only 1 or 2 Profiles, and manage all of the access needs via Permission Sets and Public Groups.  Is this a recommended approach?  

 

My concern is that certain features which are dependent on Profiles - like Field-Level Security, Record Types, etc - don't support using Perm Sets and Pub Groups.  

 

Is there a best practice for determining how many Profiles an org needs, out of the gates, versus Perm Sets and Public Groups?    (FYI, the current design is to not use the OOTB Role Hierarchy either...in case that impacts this decision)  

 

Thanks, in advance!

 

#Best Practices  #Object Access  #Profiles  #Profile  #Best Practice  #Best Practices Advice  #Permission Set  #Service Cloud

4 respostas
  1. 10 de jul. de 2025, 01:42
    What did you ultimately decide? I’m in the same situation. Very customized record types I don’t need others to see. It’s just clutter in their view.
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Did Salesforce Just Make Debugging Flows EASY? Summer 25 (short YouTube video) 

https://youtu.be/KzAs_tBPD2s

 

Formula Resources in Criteria Conditions—Yes or No? (article in flow best practice series) 

https://salesforcebreak.com/2025/05/23/should-you-insert-formula-resources-in-criteria-conditions/

 

What do you think, folks? 

 

#Flow  #New Releases  #Best Practices

7 comentários
  1. 29 de mai. de 2025, 18:38

    Glad you all like it, I'm quite proud of it... and we arent done yet! We have more in store.

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We currently use reverse sync in our Pardot account, meaning we bypass the lead object and sync instead with contacts in our Salesforce org. Might anyone else have their account set up this way that would be available to chat best practices? Particularly regarding reporting on campaigns and opportunities. Thanks!

11 comentários
  1. 19 de dez. de 2024, 23:19

    @Virginia Baaklini  I was concerned that Reverse Syncing affected other things, but that's good to know it only affects the order.  I appreciate your time and response. Thank you again. 

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I´m working in case object calling the contract lookup field to work on, but the contract object has two IDs, the salesforce contract number (automatically created) and an external contract number (text field).

 

The flow goes this way, so a customer calls to the service department, and the executives asks the customer its contract number, which is the external contract number, and once the executive digits this number on the case record type, other fields are autopopulated in the case pagelayout.

 

I mistakenly, did a lookup field in cases for the salesforce contract  number, instead of using the external number.

The customer does not have the salesforce contract number, so my question here is, can I convert the external ID from text to lookup?

#Trailhead #Service Cloud #Best Practices #Salesforce

3 respostas
  1. 15 de nov. de 2021, 13:18

    Hi @Mariana Escalante (MX) ,

     It is not possible to change Data Types of Standard fields because they are standard and are directly provided by salesforce.com, but you can create a custom field of that data type and of this custom field you can change data type.

     

    Regards,

    Krisha Panchamia 

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Hello, I am trying to determine the best approach to identifying our competitors and reporting on them. It would not just be for relating them to opportunities. I know a standard picklist value for "Type" on the account object is "Competitor." Is that the best approach? Right now, we use the "Type" field to describe the account in more detail like whether it's a bank or private equity firm. Would adding a new record type of "Competitor" be the route to go, or should I just stick to that standard "type" field or some custom field?   

 

Also, then for tracking on the opportunity, would it be best to use a custom object or a custom field on the opportunity record?

I'd really appreciate the input. Thank you #Best Practices #Competitors #Sales Cloud #Financial Services Cloud

4 respostas
  1. 31 de out. de 2024, 21:53

    I've seen a lot of different ways to scale and build competitor tracking. There's an app on the AppExchange that sets up the perfect architecture to track competitors, their products, and win/loss rates with your competitors, including surfacing playbooks to your reps on the opportunities for how to talk to prospects about competitors. 

     

    Check it out here and let me know if you have any questions! https://appexchange.salesforce.com/appxListingDetail?listingId=a0NHu00000oz4xCMAQ

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