Browse by Release
Curious about what is new or written in a specific release? Just select the release in question and start browsing.
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
A SAQL use case with dates
Lately, I've been tasked to build some new dashboards, getting my hands dirty so to speak. I thought I would share one of the use cases I've worked on as it involves SAQL and dates. It's often something I get ... 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
Pareto charts in CRM Analytics
In CRMA we have the flexibility to build lots of different charts to analyze our KPIs. In this article, we'll learn how to create a Pareto chart, but first of all: What is a Pareto chart? And why would I ... 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
Mortgage Loan Calculator Using Input Widgets
Input widgets are a powerful feature in CRM Analytics (CRMA) that allow users to interact with dashboards and input data in real-time. The release of this feature has expanded the range of possibilities for scenario planning and data analysis within ... Read Blog
Practical Approach to Converting Dataflows to Recipes
Have you heard the saying “All great JSON must come to an end”? Well, maybe not…Or Have you had “go with the dataflow” as a mantra then it’s time to hop on the new trend and start to live by ... Read Blog
Territory Management in CRM Analytics
Data security has always been critical. And sometimes it becomes difficult to align business processes and the data security model. To be honest, I realized this was the case with some of our users who were struggling with implementing Territory ... Read Blog
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