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.
This year Marketing Cloud made some changes to their authentication, the connector we had and still have in Einstein Analytics used the old authentication. Now if you have an installed packed from before summer of 2019 you are okay to use that with the connector we have in Einstein Analytics. But what if you do ...
Not long ago I took you through co-grouping in my SAQL series, while SAQL is good to know especially when you want to do really advanced stuff, there is no reason why it has to be complicated and in Spring 20 it isn’t (I guess Safe Habour still applies). With clicks instead of manually writing ...
In the last blog of this SAQL series, we saw how powerful SAQL really can be by joining datasets together using the cogroup statement. But we are not stopping there, we can do more powerful stuff. Another way of joining different streams is with the union statement, so in this blog, we will uncover that ...
If you were at Dreamforce 2019 or followed along at home you may have heard about the new Einstein Analytics Data Catalog. If not read along, it’s nothing less than amazing! Earlier this year I and the rest of the London DataTribe had the pleasure of welcoming Skip Sauls who is the product manager at ...
What we have covered so far in the SAQL series have been some basic features, however, it can be a lot more powerful. Let’s say you have two different datasets you want to use for a single query; it could be cases and opportunities for an account. Well, with SAQL we can leverage co-grouping to ...
In the latest release, Winter 20, we got a lot of help in creating static steps – or as we will be calling them from now on, custom queries – but it can perhaps be a little hard to navigate how it works. So let’s have a look at these custom queries. First of all, ...
By now we have covered most of the basics in a SAQL query, but there is one more thing that you will see a lot when you are working with SAQL and it is filters. So in this third part, we will look closer at filters. Pre-projection Filters When you apply a filter to a ...
As you may have figured out Einstein Analytics does not support multi-currency out of the box. If you are an organization that has enabled multi-currency in Salesforce then I am sure you are likely to want to see this in Einstein Analytics. As I said it’s not supported out of the box (at least not ...
I think user adoption is a pretty universal concept in IT and working with Einstein Analytics is not any different. You can spend hours, weeks or months on building great dashboards so your end-users can get some insight, however, if they do not use those dashboards I would argue that it’s been a waste of ...