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.
Managing Salesforce environments
How should you manage production and sandbox environments and how do you best deploy from one environment to another.
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.
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