I was brainstorming last week with a few colleagues on how to implement an elegant SWOT analysis feature in Sales Cloud. There are multiple ways to do so, but I off course had to choose one where the Sales Cloud analytics played a big roll 🙂 I hope you understand. Let me explain how I implemented an Account SWOT analysis feature in Sales Cloud.
I could have opted to capture the SWOT analysis data in a custom object, or as long text fields on the account object, but I choose for a solution where the SWOT analysis data is captured in account notes and the SWOT analysis is visualized using a report. One of my reasons to prefer using notes over other solutions is that notes can be created using a rich text editor allowing us to add colors and other types of formatting to SWOT information.
Let me know what you think !!
Creating SWOT Note Types
In order to differentiate strengths from weaknesses, opportunities and threats when adding the SWOT information as account notes, I created 4 new note types. These note types can be created using the Setup & Maintenance task ‘Manage Customer Data Hub Note Type’.
When creating note types, you also need to specify for which objects they can be used. Enabling note types for the account object can be done using the Setup & Maintenance task ‘Manage Customer Data Hub Note Type Mapping’.
From here on, these new note types can be used when creating account notes.
SWOT Analysis report
Notes are great to capture SWOT information, but a SWOT analysis is expected to be shown in a 2×2 grid. I created a report to display the notes information according to this expectation.
If you want to give this a try, you can download the report I made here: Account SWOT Analysis
Find out here how to import and export report catalog files.