Earlier this year Salesforce released recipes in Wave; a simple way for you to transform your data. I liked the idea of recipes and decided to use it in one of my projects. As you could read in one of my blog posts there were good and bad elements to recipes, so with the summer ...
Wow, this is exciting in the world of Pardot! I love automation rules in Pardot, it simply allows you to automate some of your processes like assigning profiles and grading them according to defined criteria. However, one big drawback is that automation rules only run once; the first time the prospect match that criteria. So let’s ...
The Summer17 Release of Salesforce Wave has given us some enhanced bindings as mentioned in my blog on the new release. I know, I will be enjoying this enhancement a lot. So I thought why not share how you could use the enhanced binding to filter dashboards based on the logged in user. I have created ...
London is not the most exotic place in the world, regardless we have this week really felt the heat of the summer with 30+ degrees. So what would be more fitting to look at the hottest Wave features in this Summer17 Release? One of the first noticeable changes is this Summer17 Release is the UI, Salesforce ...
I don’t know how many customers and consultants that have asked: “can I get a dynamic target in my gauge chart?”. I even got the question asked today. My reply is always: “Sorry, this is not possible with standard Salesforce reports and dashboards”. But today I also thought: “I wonder if Wave could support this requirement?”, ...
If you are using Salesforce Communities as well as Wave you can design great dashboards and embed them in your community. This is a great way for you to give extra insight into cases, orders or other data from external sources that are relevant for your community user. Here’s an overview of how to get ...
As you may know, Wave sorts your step/lens results automatically. By default results are sorted alphabetically or small to large if the grouping contains numeric values. And you have probably already found your way to the gear icon when creating your steps or lenses. Here you can order your results ascending or descending, a simple way ...
Over time building dashboards in Wave I’ve found a few neat (and maybe a little hidden) shortcuts. Personally, these are helping me and making things a little easier every time I build dashboards. Search in Dashboard JSON If you have worked with the dashboard JSON then you already know the first shortcut “Command+E” or “Control+E”. ...
Earlier I wrote a post about static steps and how they can give the dashboard viewer additional power in exploring data [read the post here]. I showed how to use static steps as a measure, grouping, filter, order and limit. However, all my examples used dimensions or of course measure, they did not use a ...