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New Account Segmentation Template using Clustering Transform
Data Prep recipes continue to get better with every release! With recipes, you can quickly blend, enrich, and export your data with an easy-to-use visual editor and real-time data preview so you can see the impact of your transformations on ... Read Blog
Tableau CRM faster Dashboard – Network to the rescue
In the previous two sections, we explored how cosmetic changes and query changes can help improve dashboard performance. In this section, let's understand how some network capabilities can be used to our benefit. Enable CDN to Load Tableau CRM Dashboard ... Read Blog
Tableau CRM faster Dashboard – Efficient Queries
In the previous section, we explored cosmetic changes which can help make your dashboard load faster. In this part of the series, I'll talk about how you can make your queries more efficient to improve your dashboard performance. Avoid Post ... Read Blog
Tableau CRM – Best Practices for a faster dashboard
You may be a Tableau CRM dashboard builder who intends to build performant dashboards, but you don't know where to start. Maybe you have used a few techniques for quick wins, or you may already be aware of the best ... Read Blog
Dynamic Gauge Charts in Lightning Dashboards
Want to measure dynamically how you’re trending towards your business goals? Introducing Dynamic Gauge Charts in Lightning Dashboards! Gone are the days of adding static values to the segment ranges. Now you can leverage objects and fields from Salesforce for ... Read Blog
Accessing Salesforce Data with Direct Data in Recipes
In Winter '22, we introduced Direct Data for recipes, a new way to pull Salesforce object data into data prep recipes. The first thing to do when building a recipe is to bring in data. Before Winter '22, you could ... Read Blog
What happens when you make your Salesforce Reports Intelligent?
Insights, immediate value, and more insights! In Summer ’21 we introduced the all-new reimagined Einstein Discovery for Reports. This product allows you to enhance and augment your experience with Salesforce Reports. With Einstein Discovery for Report [EDR], you can very ... Read Blog
Clean up Data Manager Assets
Like any other tool out there, Tableau CRM is bound by limits and limitations. The license type you purchase will introduce you to an ocean of possibilities and resources when you’re just starting with TCRM. However, if you’re not careful ... Read Blog
An Intro to the New Product Recommender Transformation
The Tableau CRM Data Prep team has been vigorously working on a new Pilot feature for generating the best product recommendations for your customers in an easy-to-use declarative manner. This feature is, appropriately named the Product Recommender (Pilot) node; which ... Read Blog
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