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Bring Data Cloud Closer to CRM
One of the biggest focus areas for Salesforce in 2023 was Data Cloud - it was all over Dreamforce and World Tours. One of the things I think Salesforce users are thinking about is how does Data Cloud relate to ... Read Blog
Data At It’s Best: The Art of Scheduling Calculated Insight Refreshes Using Flow
Calculated Insights allow you to define and calculate multidimensional metrics on your entire digital state in Data Cloud. Scheduling a calculated insight to process in Salesforce Data Cloud can offer several benefits for organizations looking to leverage their data effectively ... Read Blog
Data Cloud Segmentation Best Practices
“Is there a right way to create segments in Data Cloud?”, “I think my data quality is pretty good, and the volume of the data I am working with is also decent(nothing when compared to what Data Cloud can handle), ... Read Blog
Introducing Reports & Dashboards for Data Cloud
In today's data-driven world, businesses rely on timely and actionable insights to make informed decisions. Salesforce has been instrumental in helping organizations manage their customer data. Now, with the introduction of Salesforce Data Cloud, organizations can seamlessly integrate external data ... Read Blog
Demystifying Data Cloud Concepts
Some of you may know I’ve started working more with Data Cloud and I thought it was time to start sharing some content on Data Cloud. I figured I’d start with a fundamental blog on what Data Cloud is all ... Read Blog
Pipeline Velocity – a less common sales metric
Do you provide pipeline velocity within your analytics? That was a question recently presented to us by one of my customers. In the 10+ years I've been at Salesforce that was the first time I had heard that question. And ... Read Blog
Query data from Data Cloud in CRM Analytics
It seems Data Cloud is everywhere lately. Or maybe it's just because I myself have transitioned into working with Data Cloud. So I thought it would be interesting to check out the live connector for Data Cloud in this blog ... Read Blog
Account Discovery with Cohort Benchmarking
Account Discovery is a new CRM Analytics template in the Spring 23’ release available to Revenue Intelligence customers. Account Discovery is just one feature of Revenue Intelligence for Sales Cloud. As a Sales Leader or Sales Rep, you want to ... Read Blog
Bind to ColumnMap
If you are new to bindings aka advanced interactions in CRM Analytics I recognize this title might be slightly confusing, but if you have tried to do measure or group bindings in compact form you will know that the columnMap ... Read Blog
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