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 ...

An introduction to the data manager

Working with Einstein Analytics I often hear people finding the data manager the most challenging part to learn. Perhaps because when people work with dashboards in core Salesforce we don’t have to shape our data the same way, we simply need to understand what objects we want to use in our report or dashboard. There ...