Guide to Analyze Your Salesforce Profile Activity

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Last updated on April 17th, 2023 at 12:57 am

Read Time:5 Minute, 7 Second

Since the beginning of its operation in San Francisco in 1999, Salesforce developers have managed to create the top world’s customer relationship management (CRM) platform. Nowadays this company allows businesses to utilize cloud technology to improve interactions with their clients, partners, and potential customers. A multitude of tools like Einstein Analytics also serves to support adventurous entrepreneurs in understanding, aggregating and visualizing data from various locations.

However, many average business users struggle with the basic opportunities this powerful service offers, like analyzing their profile activity. Thus they fail to use the potential of this cloud computing service to the fullest. Our guide will help you understand how to analyze your Salesforce profile activity, starting from the very basics. Read on to get clearer visibility of the topic.

Why Can You Face This Problem?

One integrated CRM platform drives the entire suite of connected apps in Salesforce. Uniting marketing, commerce, sales, service, and IT teams, this software has enabled businesses to work as one regardless of their location. With it, you can focus your employees on stabilizing, renewing, and resuming your business to provide top-notch customer experiences.

At the same time, since data comes from different sources, such as Salesforce, ERPs, log files, data warehouses, etc., it can be challenging to combine all this information to analyze immense volumes of data and profile activity. Many business owners spend hours updating spreadsheets or waiting for replies from IT. Luckily, modern analytical tools equipped with artificial intelligence, predictive modeling, and machine learning can help you get actionable insights, outperform competitors, and boost revenue. 

Understanding Profile and User Relations

Your profile in Salesforce is basically a collection of settings and permissions that determine what you can do within the application. With the profile, you can designate Field Level Security for Objects, Users permissions, fields, tab settings, etc. 

To clarify the relationship between a user and their profile, you should know that a profile defines how a user access objects and data and what you can do on the platform. When you create users, you supply each one with a profile. A profile can have multiple users but a user must be assigned with a single profile.

What Does Your Profile Control?

Your profile in Salesforce is in charge of the following:

  • field-level security: the user can be restricted to build, read, edit, or delete fields;
  • tabs: it defines the tabs you can view;
  • page layouts: it relates to the page layout you can see;
  • custom apps: your profile determines the standard and custom apps you can check;
  • record types: it assigns the available record types;
  • login: there can be login IP and Salesforce login hours limitations applied to users.

Which Analytical Tools Can Assist You?

There are a bunch of helpful tools you can utilize to streamline and optimize your Salesforce usage. With them, you can easily analyze, monitor, and address profile activity concerns for safety, usage, adoption, operation, and compliance.

  • Reports and dashboards. Reporting tools work together to assist you in understanding and acting on your data.
  • Tableau CRM (former Einstein Analytics). This cloud-based platform serves to connect data from several sources, create interactive views of information, and share them in apps. You end up with powerful insight and can act on altering information.
  • Einstein Discovery. Einstein Discovery uses predictive and prescriptive types of analysis to determine, cover, and visualize insights into your business data. Equipped with supervised machine learning and statistical modeling, it helps you to foresee future outcomes and suggests ways how to improve the predicted results. 

How to Analyze Your Global Profile Data? 

Now that we’ve pinpointed the definition and basic opportunities a profile provides you with, it’s time to proceed to the analysis of your profile data. Experts recommend the Einstein Analytics Beta version since your CRM profile and this cloud-based analytical tool make an effective combination to explore your client data. 

Besides, Einstein Analytics provides Salesforce users with the following beneficial components:

  • discovery;
  • reports and dashboards;
  • voice;
  • chatbot;
  • prediction builder;
  • vision.

Various online platforms, like Revenue Grid, provide this smart solution to help you get the most out of Salesforce Einstein Analytics and cope with the main data quality problems in your business. Once you provide refreshed, updated data in Salesforce, you can incorporate Einstein Analytics into your business workflow and combine it with more specialized tools to make it contextual.

Step-by-Step Guide on Global Profile Data Analysis

Salesforce Einstein Analytics is specialized in combining all your profile activity data to analyze large volumes of information and come up with powerful insights. Learn how to analyze your Global Profile Data in detail by following the instructions below.

  1. Use the integrated CRM Global Profile Data connector to download global profile and lineage data into Einstein Analytics. This service enables you to unite Salesforce and outward data sources for further extra analysis by cross-cloud admins, data architects, etc.
  2. If you qualify for a CRM Data Manager subscription, you might require to connect to Commerce Cloud or Service Cloud, and your CRM Data Manager needs either Enterprise, Unlimited, or Performance editions.
  3. In the Data Manager, connect with Einstein Analytics. 
  4. Form and upload a data file from your connected data source into CRM Data Manager for transforming into global profiles. Then transport your global profile data to Einstein Analytics.
  5. In Analytics Setup, select “Create dashboards” from the Data Manager global profile data. This way, you can enable the CRM Global Profile Data connector.
  6. Use the Global Profile Data connector on the Connect tab of the Einstein Analytics Data Manager.

Analyze and Take Action

As you can see, Salesforce offers a multitude of helpful analytics and reporting tools to help you understand the specifics of its work, make data-driven actions, and gain powerful insights. Utilizing the potency of the offered services and analyzing your profile activity, you can drive increased revenue, enhance profitability, and improve customer experience. Get the most out of your opportunities and make the right decision for your business. Leave us a message in the comments box if you’d like to express any thoughts on the topic.

Guide to Analyze Your Salesforce Profile Activity 1

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Annabel Johnson

Part time gamer, reviewer and blogger. Full time geek and tech expert!
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