Learn Project Best Practices
Below is a collection of key best practices for any data and analytics developer working on a CRM Analytics or Einstein Discovery project. All the insight is based on years of experience and many projects of high complexity.
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- Planning for a successful project
- Managing Salesforce environments
- Designing beautiful analytics apps
- Building for enterprise environments
- Managing & optimizing assets
Planning for a successful project
Any data project should be carefully planned and considerations made before getting started with any build.
![Staying focused - Using a methodology to organize your thoughts and project activities](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2020/03/fig-08-01-2022_00-01-11.jpg?fit=300%2C169&ssl=1)
Staying focused – Using a methodology to organize your thoughts and project activities
![Data Orchestration in Tableau CRM](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/05/6-1.png?fit=300%2C169&ssl=1)
Data Orchestration in Tableau CRM
![Data Sources and Landscape - Data Orchestration Part 1](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/05/fig-07-01-2022_23-20-02.jpg?fit=300%2C169&ssl=1)
Data Sources and Landscape – Data Orchestration Part 1
![The Concepts of Data Sync - Data Orchestration Part 2](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/05/fig-07-01-2022_23-31-36.jpg?fit=300%2C169&ssl=1)
The Concepts of Data Sync – Data Orchestration Part 2
![Considering Governance Limits - Data Orchestration Part 3](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/05/fig-07-01-2022_23-29-49.jpg?fit=300%2C169&ssl=1)
Considering Governance Limits – Data Orchestration Part 3
![External Data and Data Volume - Data Orchestration Part 4](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/05/fig-07-01-2022_23-35-03.jpg?fit=300%2C169&ssl=1)
External Data and Data Volume – Data Orchestration Part 4
Managing Salesforce environments
How should you manage production and sandbox environments and how do you best deploy from one environment to another.
![Uncovering Deployment Techniques for Tableau CRM](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2020/06/fig-07-01-2022_23-48-25.jpg?fit=300%2C169&ssl=1)
Uncovering Deployment Techniques for Tableau CRM
![Developing and Managing Tableau CRM Assets in Production](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/06/fig-07-01-2022_23-54-20.jpg?fit=300%2C169&ssl=1)
Developing and Managing Tableau CRM Assets in Production
![Developing and Managing Tableau CRM Assets in Sandbox](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/06/fig-07-01-2022_23-57-33.jpg?fit=300%2C169&ssl=1)
Developing and Managing Tableau CRM Assets in Sandbox
Designing beautiful analytics apps
How do you design dashboards with an intended purpose that are beautiful and a pleasure to use.
Building for enterprise environments
If you use Salesforce enterprise features that you want to include in your data and analytics use cases.
Managing & optimizing assets
Keep your environment tidy and performance-optimized. Use tools to get the job done quickly.
![Optimizing long-running dataflows](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/06/15.png?fit=300%2C169&ssl=1)
Optimizing long-running dataflows
![Clean up Data Manager Assets](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/09/CleanDataManager.png?fit=300%2C169&ssl=1)
Clean up Data Manager Assets
![Tableau CRM - Best Practices for a faster dashboard](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/11/31.png?fit=300%2C169&ssl=1)
Tableau CRM – Best Practices for a faster dashboard
![Tableau CRM faster Dashboard - Efficient Queries](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/11/32.png?fit=300%2C169&ssl=1)
Tableau CRM faster Dashboard – Efficient Queries
![Tableau CRM faster Dashboard - Network to the rescue](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2021/11/33.png?fit=300%2C169&ssl=1)
Tableau CRM faster Dashboard – Network to the rescue
![Introducing the dataflow visualizer](https://i0.wp.com/www.salesforceblogger.com/wp-content/uploads/2022/01/fig-12-01-2022_20-59-11.jpg?fit=300%2C169&ssl=1)
Introducing the dataflow visualizer
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