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DataSelf Analytics for Salesforce.com

Summary of the report, and dashboard, BI, and data warehouse templates available for Salesforce.

Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.

Data Warehouse Templates

The data warehouse templates include DataSelf ETL+ and MS SQL Server preconfigured mappings for tables that are popular for reporting and data analysis. It’s easy to customize your data warehouse solution. Adjustments and customizations can help to tailor the solution to your needs and maximize the templates' value. Click here to learn more: data warehouse templates for Salesforce.com (SFDC).

Tableau Templates

These templates include Tableau data sources, workbooks, and Tableau Server preconfigured mappings. They work in conjunction with the data warehouse templates.

Click here to download a list of the Tableau templates.

Template

Essentials

Pro

Enterprise

Pre-configured reports & dashboards

NA

200+

2,000+

CRM Activity *

NA

CRM Marketing Email **

NA

Add-on

Add-on

CRM Opportunity *

NA

Non * marked templates should provide value right-of-the-box. Adjustments and customizations might be needed to maximize their value.
* These templates usually require adjustments and customizations before providing value.
** Add-ons usually require other applications. Ex.: HubSpot for CRM Marketing Email.

Power BI Templates (data sets and workbooks)

These templates include Power BI data sources and workbooks. They work in conjunction with the data warehouse templates.

Template

Essentials

Pro

Enterprise

Pre-configured reports & dashboards *

NA

NA

50+

Opportunity *

NA

NA

* All Power BI templates require adjustments and customizations before providing value.

Microsoft Excel Templates

These templates include Excel workbooks with pre-configured data feeds from your MS SQL Server data warehouse and/or ETL+ CSV exports. Most MS Excel workbooks will require some level of adjustment before they provide value. The data feeds will easily bring the latest data warehouse data into Excel, from where users can slice and dice their data and build new reports.

Available data warehouse data feeds for MS Excel:

  • CRM Activity

  • CRM Opportunity

Keywords: Salesforce.com, SFDC, Salesforce CRM, Salesforce Professional, Salesforce Enterprise, Salesforce Starter, out-of-the-box templates, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs., MS Excel, sales force,

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