What questions are you overlooking when designing your Salesforce dashboards?
1. Define Your Purpose
– Identify the core objectives your dashboard aims to achieve.
– Determine the stakeholders and their specific needs.
2. Clarify Data Sources
– Understand where your data is coming from and ensure it’s reliable.
– Check for consistency in data formats and definitions.
3. Prioritize User Experience
– Design with intuitive navigation and accessibility in mind.
– Focus on creating a visually engaging interface that simplifies complex data.
4. Establish Success Metrics
– Set clear KPIs to measure the dashboard’s effectiveness.
– Ensure these metrics align with broader business goals.
Technical debt in Salesforce can hinder innovation and slow growth. By managing it effectively, you ensure maximum ROI and enable strategic business advancements. As a Salesforce architect, facilitating this understanding supports managerial objectives and streamlines operations.
Stay ahead by revisiting these questions regularly to refine and optimize dashboard performance for evolving business needs.
You can read it here: https://sfdc.blog/ngwjY
Source from thespotforpardot(dot)com