Dataflow performance with field usage analysis

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 ...

Field usage analysis

I cannot tell you how excited I am to be writing this blog and I think you will find this immensely helpful especially if you have had Tableau CRM (formerly Einstein Analytics) for a while. I find many users end up creating a lot of dataflows and bringing in a lot of fields because they ...

Tables with action buttons

Users love tables on their dashboards, it’s a great way to see details after you have filtered through your data. What is even better you can make any row actionable pulling up the action menu allowing you to open records or perform Salesforce global actions. In Winter ’21 there is an addition to how actions ...

Uploading datasets via CLI

A while back I wrote a blog on how to export datasets from Tableau CRM (Einstein Analytics) using Salesforce CLI and a plugin from Mohan Chinnappan. It seems Mohan’s plugin was well received and he has since expanded on it to upload csv files to Tableau CRM. This is powerful if you want to update ...

Deleting custom maps

Custom maps are great! I love how you can simply visualize your data in any given way – I’ve previously covered maps with some examples – see here. But some times you may want to delete custom maps; some might be too large and you made a more optimized version or your sales regions have ...