Present CRM Analytics

Overview

Present CRM Analytics provides business intelligence dashboards and datasets for analyzing presentation usage patterns within Salesforce CRM Analytics (formerly Wave Analytics/Einstein Analytics).

The analytics assets are deployed to customer Salesforce orgs as a supplement to the &money Present managed package. They enable organizations to gain insights into:

Obtaining the CRM Analytics Assets

The CRM Analytics datasets and dashboards are available to Present customers. Contact &money to obtain the analytics package for your Salesforce org.

Datasets

SlidesGenerated

The base dataset that combines slide definitions with their usage in generated presentations.

Source Objects:

Object	Purpose
andmoney__Slide__c	Individual slide definitions
andmoney__Template_Section__c	Template sections containing slides
andmoney__Template__c	Master templates
andmoney__Generated_slide__c	Slides used in generated presentations

Data Flow:

Slide → Template Section → Template → Generated Slide (OUTER JOIN)

The OUTER JOIN to Generated_slide__c ensures slides that have never been used are still included in the dataset, enabling “least used slides” analysis.

Key Fields:

• Slide name and external ID
• Template section name
• Template name and customer type
• Subsection information
• Image URLs
• Generated slide deck reference

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GeneratedSlidesDataset (AllSlideData)

An extended dataset that adds user information and taxonomy data for comprehensive analytics.

Additional Source Objects:

Object	Purpose
andmoney__Generated_Slide_Deck__c	Generated presentation decks
andmoney__AMB_Taxonomy__c	Customer type taxonomy
User	Salesforce users who created presentations

Data Flow:

Generated Slide → Slide → Template Section → Template → Generated Slide Deck → Taxonomy
                                                                            ↓
                                                           Generated Slide Deck → User

Key Fields (in addition to SlidesGenerated):

• User name (who created the presentation)
• Customer type from taxonomy
• PDF and PPTX content version IDs
• Agenda information

Dashboard

Present Dashboard

A comprehensive dashboard for analyzing presentation creation and slide usage.

Metrics:

Widget	Description	Data Source
Total PPTX Presentations	Count of unique PowerPoint presentations generated	andmoney__Generated_Slide_Deck__c
Average Slides per Presentation	Mean number of slides included in generated decks	GeneratedSlidesDataset
Presentations per Day	Bar chart showing daily presentation creation volume	Direct report
Presentations per User	Horizontal bar chart of presentations by creator	GeneratedSlidesDataset
Slides per Section/Subsection	Distribution of slide usage across template structure	GeneratedSlidesDataset
Most Used Slides	Top 10 slides by usage frequency	SlidesGenerated
Least Used Slides	Bottom 10 slides by usage frequency	SlidesGenerated

SAQL Queries:

The dashboard uses SAQL (Salesforce Analytics Query Language) for complex analytics. Example query for most used slides:

q = load "SlidesGenerated";
q = foreach q generate
    'andmoney__1.Name' as 'Template Navn',
    'Name' as 'Slide Navn',
    'andmoney__Subsection_Name__c' as 'Undersektion Navn',
    'andmoney__.Name' as 'Sektionsnavn',
    'final.andmoney__Generated_Slide_Deck__c' as 'GeneratedSlideId',
    count() as 'Antal Slides';
q = group q by ('Template Navn', 'Slide Navn', 'Sektionsnavn', 'Undersektion Navn');
q = foreach q generate
    'Template Navn', 'Slide Navn', 'Sektionsnavn', 'Undersektion Navn',
    sum('Count') as 'Antal Slides';
q = order q by 'Antal Slides' desc;
q = limit q 10;

Prerequisites

To use Present CRM Analytics, your Salesforce org requires:

• CRM Analytics License: CRM Analytics (formerly Einstein Analytics/Wave Analytics) must be enabled
• Present Package: The andmoney Present managed package installed
• Data Population: Generated presentations in your org to analyze

CRM Analytics Licensing

CRM Analytics requires specific licensing in Salesforce. Contact your Salesforce account representative to enable CRM Analytics capabilities for your org.

Understanding the File Formats

Dataset Recipes (.wdpr)

Dataset recipes define how data is extracted, transformed, and loaded into CRM Analytics datasets. They use a JSON format specifying:

• nodes: Data transformation steps (load, join, save)
• parameters: Configuration for each node (fields, join types, keys)
• ui: Visual layout for the recipe editor

Join Types Used:

Type	Purpose
LOOKUP	Left join - keeps all left records, matches right
OUTER	Full outer join - keeps all records from both sides

Dashboard Definitions (.wdash)

Dashboard files define the layout, widgets, and queries for CRM Analytics dashboards:

• gridLayouts: Page structure and widget positioning
• steps: Data queries (SAQL, SOQL, or aggregateflex)
• widgets: Visual components (charts, numbers, tables)

Business Value

Present CRM Analytics enables organizations to:

1. Optimize Template Content: Identify which slides are most/least used to improve template effectiveness
2. Track User Adoption: Monitor presentation creation across the team
3. Analyze Usage Patterns: Understand which sections and subsections are most valuable
4. Measure ROI: Track presentation volume over time

Related Documentation

• Template Creation Guide - How to create master templates with slides
• Tag Mapping - Configuring data tags in templates