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How to Build a Compound Annual Growth Rate Model in CRM Analytics

How to Build a Compound Annual Growth Rate Model in CRM Analytics

As a Solution Engineer for CRM Analytics for 5 years, I got my start working with the product as a technology consultant in 2015 when the product was called Wave Analytics, where I was building complex bookings and forecasting dashboards ... Read Blog
Flag to clean with Salesforce Data Pipelines

Flag to clean with Salesforce Data Pipelines

Are you a Salesforce admin or Salesforce owner and get requests that "those contacts are not clean"? There are probably duplicates, information that hasn't been completed, or maybe you haven't actually touched or worked with this contact in more than ... Read Blog
What-if Analysis with CRM Analytics

What-if Analysis with CRM Analytics

Testing scenarios has been the number one goal since day one of computing. One great example of this is Deep blue, the first computer to win a chess game vs the world champion while running all possible scenarios as fast ... Read Blog
Dynamic Tables in CRM Analytics

Dynamic Tables in CRM Analytics

In this awesome blog, written by Rikke, we learned about the union statement, and how can use it to create a multi-dataset query to display different data grouped by a common field (in this case, Account) in a stacked bar ... Read Blog
Introducing Slack for Lightning Reports and Dashboards

Introducing Slack for Lightning Reports and Dashboards

With the new CRM Analytics app in Slack you can find Operational Analytics or also known as Lightning Reports & Dashboards, view details, view snapshots of report charts & dashboards, and get subscriptions delivered right to where you and your ... Read Blog
Multi-level Account Hierarchy: Flatten, Aggregate, Join, Transform and Report!

Multi-level Account Hierarchy: Flatten, Aggregate, Join, Transform and Report!

In this use case, we will discuss how to leverage Recipes, hierarchical aggregations, and transformations in CRM Analytics to help a company “CRM Test Inc.” which has a complex multi-level account hierarchy in Salesforce without having a holistic view of ... Read Blog
Text Clustering in Einstein Discovery

Text Clustering in Einstein Discovery

It is common to build and deploy supervised machine learning models that are generally comprised of tabular datasets with numerical, categorical, and temporal (date/time) variables. Often though, there may be additional value to be gained by augmenting the model with ... Read Blog
OAuth 2.0 Support added for the Snowflake Input Connector

OAuth 2.0 Support added for the Snowflake Input Connector

Our team has had a ton of requests for adding more authentication modes to our connector stack and specifically for Snowflake. OAuth is a standard in the industry and we have chosen to adopt it for adding the next level ... Read Blog
Getting the most out of Recipe data preview samples

Getting the most out of Recipe data preview samples

One of the best features in Data Prep is the ability to preview transformations as you’re building a recipe. You can click on any node in the graph to view a preview of the transforms that you created up to ... Read Blog

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