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.
Over the years Salesforce has expanded the analytics tools and capabilities for customers to look at their data from Salesforce Operational Reporting (OR) also known as Lightning Reports & Dashboards to Tableau CRM (formerly Einstein Analytics) including Einstein Discovery and, with the latest analytics addition, Tableau. With the expansion, it can be a little difficult ...
Recently I was asked “Does one of your Tableau CRM blog posts cover how to use a compare table to drive a drop down KPI list on a chart?”. Short answer to that was “No”. But I figured let’s change that answer to “Yes”. In this blog, I will show how you can have a ...
My binding blogs seem to be some of the most popular content on my blog. It is also one of the topics I get the most questions about. So I’ve been thinking, how do I make it easier for people to understand? And I thought “what about a decision tree?”. So I created one… Scope ...
Some of my blogs are inspired by questions or use cases that I encounter when working with Tableau CRM. In the past month, I’ve had the same question around joining two datasets in a query; one dataset is grouped by two dimensions, but the other dataset is missing one of those dimensions, hence the question ...
In the past few releases, we have seen the hard work behind the new Data Prep (recipes) emerge. While Data Prep aims to make it easier for users to get started with transforming data and creating datasets for insight, there might be a few question marks if you are used to navigating the dataflow. Hence ...
When working with dataflows I think most of us simply schedule or manually run them to get new and fresh data (given the data sync has been updated). But guess what you can trigger the dataflow using APIs – so let’s see how we can do that with Salesforce CLI and Mohan’s plugin. If you ...
When you are in your Data Manager and checking the data monitor you get a list of all the jobs that have recently run in your Tableau CRM (Einstein Analytics) org. When looking at how the jobs are running – especially the dataflows – you can expand the job and see all the nodes that ...
Some of you might have long running dataflows that you for many reasons want to have running faster. But how you approach this can be time-consuming. Siva Teja Ghattepally has provided a brilliant webinar giving techniques to optimize the dataflow performance. To aid this process Mohan Chinnappan‘s analytics plugin provides a great command that allows you ...
A few months ago I got introduced to Mohan Chinnappan‘s SFDX plugin while working on exporting datasets from Tableau CRM (formerly Einstein Analytics). I thought it was a very helpful tool and I decided to type up a blog to help others with this use case. Little did I know at that point that Mohan ...
