I have worked with CRM Analytics since 2015 (back then Wave). I started this blog to help make the journey to master CRM Analytics easy by documenting tips, tricks & cool solutions.
It seems Data Cloud is everywhere lately. Or maybe it’s just because I myself have transitioned into working with Data Cloud. So I thought it would be interesting to check out the live connector for Data Cloud in this blog. Some of you may know that Data Cloud is also known as Genie and is ...
If you are new to bindings aka advanced interactions in CRM Analytics I recognize this title might be slightly confusing, but if you have tried to do measure or group bindings in compact form you will know that the columnMap parameter is an annoying little thing you must consider. The approach has now changed, so ...
If you have been following Dreamforce 2022, you probably have seen a bunny hopping around and heard the buzz around Genie. Genie has many components to it, however, it’s all about bringing all your data together real-time with the aim of getting a complete picture of your customer in such a way that you can ...
Are you a Salesforce admin or Salesforce owner and get requests that “those contacts are not clean”? There are probably duplicates, information that hasn’t been completed, or maybe you haven’t actually touched or worked with this contact in more than a year. If you use this data for your marketing campaigns then it becomes important ...
Last week while in London I was asked the question if it was possible to have pages on tables as this would be helpful for tables with large results. Out of the box, no this is not possible – at least not yet. But I did find a way to achieve this with a value ...
Bindings aka interactions is a popular topic, probably because they are so powerful. However, people also find it a bit difficult to approach. I’ve in several blogs and webinars covered this topic in great detail and thought it would be good to have a one-stop for getting to understand bindings. Note: Find the official binding ...
I’ve previously in great detail covered bindings aka interactions for compact and SAQL queries. This included data selection function, data serialization functions, and data manipulations. As CRM Analytics continues to evolve with each release we get new additions. With the introduction of Salesforce Direct, Snowflake Direct, and SQL query support more power and flexibility have ...
It’s a bit surreal, this is the 200th blog I am publishing – what a wave of learnings it’s been (get it?). I was looking for a universal yet simple use case to cover for this 200th blog. A few times over the past week I’ve seen the question posted “how do I have one ...
In my line of work I am often asked to “fix something” in a dataflow and in most cases, I do not have access to the org where the dataflow lives. Instead, I receive the dataflow JSON. While it sometimes can be nice to be taken down “memory lane” this one isn’t one of those ...