Streamlining Operational KPI and Trendlines for Optimization in Salesforce
In the fast-paced world of nonprofit organizations, optimizing operational efficiency is paramount. Recently, I had the opportunity to assist a client facing a common challenge: consolidating service records scattered across multiple Salesforce objects to generate comprehensive historical trends for their operational Key Performance Indicators (KPIs). To tackle this task effectively, I devised a solution centered around leveraging the power of scheduled and autolaunched flows within Salesforce.
Understanding the Challenge
My client's service records were stored in two distinct Salesforce objects: Support records and Service Delivery records. To derive meaningful insights and track performance over time, it was imperative to aggregate data from these disparate sources into a unified format.
Solution Overview
Enjoy
Andy Engin Utkan
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#Salesforce #Flow #Automation #KPI #Trendlines #Scheduled #Autolaunched #Report
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1 年Insightful read A. Engin Utkan! How did you specifically implement these KPI trendlines in your Salesforce optimization strategy?
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1 年Thanks for posting.