Comprehensive Analysis of Departmental Research Activities
The institution lacks a centralized system to monitor and analyze departmental research activities, making it difficult to assess trends, productivity, and impact. Without real-time data visualization, stakeholders struggle to make informed decisions on research funding and resource allocation. This project aims to implement a Salesforce-based solution to gather and analyze research data, providing dynamic reports and dashboards to support continuous performance monitoring and enhance research excellence.
PROBLEM
1.Custom Research Object: Create custom Salesforce objects to track departmental research activities such as publications, projects, and funding.
2.Departmental Data Integration: Link research data with the "Department" object to provide a comprehensive view of research contributions.
3.Automated Data Entry: Implement workflows and approvals for timely and accurate updates of research data.
4.Custom Reports: Implement workflows and approvals for timely and accurate updates of research data.
5.Dynamic Dashboards: Build real-time visual dashboards for department-specific research performance tracking.
SOLUTION
6.Custom Notifications: Set up alerts for key research milestones like project deadlines and funding status changes.
7.Comparative Analysis: Generate reports comparing research outputs across departments and over time.
8.Access Control: Use role-based permissions to ensure only authorized users can access or edit sensitive research information.
9.Collaboration Tools: Leverage Salesforce Chatter and Communities for seamless collaboration on research projects
10.Performance Review Dashboards: Create dashboards for institutional leaders to review and assess department research performance for strategic decision-making.
Functionalities
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Real-Time Data Visualization: Display data dynamically with real-time updates, ensuring the latest information is always available.
Customizable Components:
Dashboards
Custom Dashboard Views: Personalize dashboards for different users or teams, ensuring relevant data is highlighted. Use folder-based sharing to control who can view and edit dashboards.
Collaboration and Sharing: Share dashboards with individuals, roles, or groups within the organization. Use Salesforce Chatter to collaborate on dashboards, adding comments and sharing insights.
Reports
Comprehensive Report Types:
Dashboards Integration: Embed reports within dashboards for comprehensive data visualization.
Link dashboard components to specific reports, allowing users to drill doawn for detailed insights.
Access and Security: Control report access using Salesforce's robust security model, ensuring only authorized users can view or modify reports.
Share reports with specific users, roles, or public groups to facilitate collaboration.
Flexible Filtering and Sorting: Apply filters to include or exclude specific data sets. Sort data based on various fields to organize information effectively.
Schema
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Objects we have used :
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Approval
Process
The coordinator will send an approval request to the publisher and then the Publisher will approve.
The Publisher will receive the approval request and he will approve for the Publication.
The Coordinator will receive an Email- alert that his publications has been approved for publication and has been published
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Dashboards
Most commonly used charts
Line chart
Column chart
Pie chart
Other chart types
Donut chart
Pyramid chart
Area chart
Bar chart
Contents of Principle’s Dashboard
Yearly Research Publications
Present Year Department-wise Research Projects
Present Year Department-wise Research Publications
Yearly Research Projects
Principle’s Dashboard
Contents of HOD’s Dashboard
Present Year Research Publications and Projects
Yearly Research Publications and Projects
Head of the Department’s Dashboard