B. Salesforce Reports and Dashboards
C. Tableau for Public Sector
D. CRM Analytics for Public Sector
Explanation:
For the city of Sandbox, which is already using Salesforce Public Sector Solutions and wants to quickly gain insights, Salesforce Reports and Dashboards is the recommended tool. Here’s why: Ease of Use:
Salesforce Reports and Dashboards are user-friendly and can be quickly set up by administrators and users without needing extensive customization or additional tools.
They provide immediate insights by allowing users to create reports and dashboards from existing data within Salesforce.
Real-time Data:
Reports and Dashboards offer real-time data visualization and analytics, which is crucial for making informed decisions quickly.
They can be configured to track various metrics such as case resolution times, constituent satisfaction, and service delivery efficiency.
Customization:
Users can customize reports and dashboards to meet specific needs, including filtering data, grouping, and creating various chart types.
This flexibility allows the city to tailor insights according to their unique requirements and quickly
adapt to new information needs.
Integration:
These tools are natively integrated within Salesforce, ensuring seamless access to data without the
need for additional integrations or software.
Steps to create Reports and Dashboards:
Create Reports:
Go to Reports > New Report and select the relevant report type. Customize the report by adding filters, groupings, and fields as needed. Create Dashboards:
Go to Dashboards > New Dashboard and add components based on the reports created.
Arrange and configure the dashboard components to provide a comprehensive view of the data.
Using Salesforce Reports and Dashboards allows the city of Sandbox to leverage existing Salesforce capabilities for quick and effective data analysis.
Reference: Salesforce Help: Reports and Dashboards
Salesforce Public Sector Solutions Documentation
9 1. What are the two key document types that a consultant…. Implementation?
A. User Stories
B. Functional requirements specification (FRS)
C. Marketing plan
D. Budget plan
Answer: A, B
Explanation:
In a Salesforce implementation, particularly for Public Sector Solutions, having clear and structured documentation is critical for the success of the project.
Two key document types that a consultant should use are:
User Stories:
User Stories are brief descriptions of features or functionalities from the perspective of the end-user. They help in understanding the user’s needs and ensure that the development team is aligned with the expected outcomes.
Each User Story typically follows the format: "As a [role], I want [feature] so that [benefit]." This ensures that the requirements are user-centric and provides clear acceptance criteria. Functional Requirements Specification (FRS):
An FRS is a detailed document that describes the functionality required in the system. It outlines the technical and functional specifications needed to meet the user stories.
The FRS provides a comprehensive guide for developers, detailing what needs to be built, including user interfaces, data models, workflows, and business rules. It ensures that all stakeholders have a clear understanding of the system’s functionality.
These documents are essential as they provide a blueprint for the implementation, ensuring all requirements are captured, understood, and agreed upon by all stakeholders.
Reference: Salesforce Help: Writing User Stories
Salesforce Help: Functional Requirements