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Easy Account Health Score with Salesforce Data Pipelines
Integration and calculations can be challenging when implementing a new greenfield implementation of Salesforce. But we also often see post-implementation that there is a need to update CRM from external sources. Here, there are many choices around integration patterns involving ... Read Blog
Comparison of Salesforce Analytics Tools
Over the years Salesforce has expanded the analytics tools and capabilities for customers to look at their data from Salesforce Operational Reporting (OR) also known as Lightning Reports & Dashboards to Tableau CRM (formerly Einstein Analytics) including Einstein Discovery and, ... Read Blog
Copy and Paste Widgets Across Dashboards
With the Summer ’21 release, we introduced a long-awaited feature that should help you greatly with your productivity: copy-paste. This will help you reuse content built within the same dashboard but outside of it too! You read it right, the ... Read Blog
Developing and Managing Tableau CRM Assets in Sandbox
As you are reading about Development in Sandbox Model for Tableau CRM assets, I believe that you have already gone through the pros and cons of doing so. If not, then you can find the details here. Now that you’ve ... Read Blog
Developing and Managing Tableau CRM Assets in Production
I have come across multiple instances where I have seen companies develop Tableau CRM components directly in production and it is partially because Tableau CRM is almost a point and click tool where you won’t change the business-critical/important configuration of ... Read Blog
Typical Tableau CRM Asset Lifecycle
You are part of a team of enthusiastic people who are keen on exploring Tableau CRM, formerly known as Einstein Analytics. This vibrant team of yours has come across the need to create a series of analytics solutions that answer ... Read Blog
Einstein Discovery in Automated Business Processes: Validation Rules
Let’s assume that your Business Science team has created a great Einstein Discovery model and has deployed it for consumption. As an admin, you are responsible for utilizing this model in your Salesforce instance. In this blog, we are going ... Read Blog
Intelligent Pipeline Management with Einstein Discovery
A key pillar in the CRM landscape is pipeline management, where sales representatives track sales opportunities that progress through various stages until closure. This process results in either winning the specific sales opportunity or closing the opportunity without winning the ... Read Blog
Inline Editing for Salesforce Reports
Hello Trailblazers, Up until now, reporting was primarily a view-only tool. You mainly built Salesforce reports to visualize your data in different forms, slice and dice the data, add charts to it, and build dashboards. But as we think about ... Read Blog
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