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Revolutionize Event Data Handling with an Advanced Dashboard
We developed a custom Salesforce dashboard to centralize event data and streamline exports. The solution allows one-click data exports, filtered extractions, and a user-friendly experience, significantly improving efficiency and productivity.
Customer
Event Organizer
Country / Region
United States
Industry
Event Management
Highlights
Centralized Dashboard
One-Click Export
Selective Data Extraction
Quick Data Retrieval
Client Requirements
- Develop a dashboard to consolidate and display all event-related data in one centralized location.
- Implement a feature allowing users to export all data at once to an Excel file (XLS) directly from the dashboard.
- Enable selective data extraction by providing multiple filters (e.g., active, inactive, inquiry, confirmed) for users to refine their data before downloading.
- Ensure a seamless and user-friendly experience for navigating and interacting with the dashboard.
- Implement a download button for users to initiate the export process with a single click.
Challenges
Manual Data Extraction Hassles
- The absence of an automated export feature led to time-consuming manual processes, impacting overall efficiency.
- Users faced challenges compiling comprehensive datasets due to lacking a dedicated export mechanism.
Fragmented Data Views
- The lack of a centralized dashboard resulted in a fragmented view of event-related information, hindering data coherence.
- Users struggled to access a holistic overview of their events, contributing to information silos.
Limited Data Selection Options
- The inability to selectively export data based on specific criteria restricted the client’s ability to tailor information retrieval.
- Users expressed needing customizable filters to refine their data exports and extract relevant subsets.
Productivity Bottlenecks
- The manual compilation of data introduced bottlenecks, impacting users’ productivity in data management.
- Users sought a more efficient and streamlined approach to exporting data for faster decision-making.
Solutions
Centralized Data Management
Developed a centralized dashboard using LWC to display all event-related data, ensuring real-time updates and easy navigation.
Dynamic Data Filtering
Enabled selective data extraction by incorporating multiple filters (e.g., active, inactive, inquiry, confirmed) using LWC and Apex.
Automated Data Export
Implemented an Apex-based feature allowing users to export event data to an Excel file (XLS) with a single click via a “Download XLS” button.
Customizable Filters for Data Export
Provided flexible data export options with customizable filters, allowing users to tailor their dataset based on specific criteria.
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Technical Stack
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COMPANY
Our client is a leading event management company known for creating memorable experiences. They needed a centralized dashboard to consolidate event data, simplify exports, and improve information retrieval for faster decision-making.
Conclusion
In conclusion, the implemented solution successfully addressed our client’s Events challenges, providing a feature-rich and efficient data export mechanism. The integration of Lightning Web Components, Apex, and client-side technologies resulted in a powerful and user-friendly tool for managing and extracting event data.
Benefits
Improved Productivity
With the ability to download data in one go or selectively, users experience increased productivity, enabling faster decision-making processes.
Centralized Data Management
The dashboard provides a consolidated view of all event-related information, facilitating efficient data management.
Centralized Data Management
The dashboard provides a consolidated view of all event-related information, facilitating efficient data management.
Efficient Data Extraction
The export process is streamlined, saving time and effort for users who no longer need to manually compile data from multiple sources.
