Multi-Org Solution Using Salesforce CRM Analytics

This post will mainly cover how to create a multi-org solution to pull in data from several orgs to combine as one multi-org dataset with security to help management view the company as a whole rather than running individual org-specific reports.

Step 1: Understand Your Data

The first step in creating a CRM Analytics multi-org dashboard is to understand the data you have. Each org may have its own way of doing things, so you must try to think of a way to present the data in a useful way that was understandable to the end user.

Step 2: Identify Key Metrics

The next step is to identify the key metrics. This could include metrics such as churn rate, lines of service, revenue per customer, or customer lifetime value. By identifying these key metrics, you can start to plan for how the data will appear on the dashboard.

Step 3: Get the Data and Create the Dashboard

Once you identify the metrics and understand the data, you can figure how to get the data and shape the data. At present, you can use the native, multi-org template to pull in data from the other orgs.

If you need a custom approach, then once the data syncs and objects are setup, you can create a recipe. Using a recipe (or dataflow) you can pull in the data to create the datasets that you will need. To be comprehensive, you would have to create recipes in the other orgs, so assets could exist there as well. Remember, not every user would have access to all orgs.

Step 4: Add Security

To secure the dashboard, you have to think of a common data attribute that the company shared between orgs. Once you realize that this common id can be used, you can use the flatten transformation to create the hierarchy needed using company ids instead of the usual Salesforce role ids. After the transformations and datasets are complete, you can add a security predicate to use this company id solution.

Step 5: Test and Refine

It is important to test it to make sure it works and is secure. Those who work in more than 1 org and possess access to data in the orgs will need to test. Based on the feedback you will receive, you can refine the dashboard and security to make it even more effective. Your users will not have to go to other orgs or run Lightning reports separately anymore.

This post explains how to create a multi-org dashboard using CRM Analytics.

I will update this post later to go more in depth about what granular steps you will need to perform.