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.
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 ...
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 ...
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 ...
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 ...
Have you been in a situation that you need to download a dataset from Einstein Analytics? It may be to use it in another system or simply to have a back up of your data? It is actually possible to do and Mohan Chinnappan has made it even easier with his Dataset Export Utils. This ...
In this part of the SAQL series, we are going to look at the rollup modifier, which is used to create total and subtotals in your query. Now as with the previous parts of this series, total and subtotals can also be achieved in the UI by using compare tables. Hence just because you need ...
I run a blog, which since you found this particular blog you, of course, know that, and like many others that run blogs or websites, I too have added a Google Analytics script to my blog. To be honest I’ve never really looked at the Google Analytics data since counting hits and other metrics hasn’t ...
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 ...
In my experience, a lot of people struggle with creating a good dashboard design. They might be very clear on who they are designing for and what KPIs are needed but the actual design often looks somewhat cluttered and it may be unclear what reading path to take. It should be recognized as a skill ...
