Are you ready to dive into the world of packaging on the Salesforce platform? In this comprehensive guide, we’ll walk you through the process of creating a second-generation package (2GP) in Data Cloud (which is getting released with the April release), step by step. But before we delve into the nitty-gritty details, let’s first understand ...
Let’s say you have a typical Sales or Service rep. Their Admin has set up some cool new insights in Data Cloud, but the rep has no clue how to access that data. Reps are used to their CRM apps; they aren’t about to open Data Cloud and start scrolling through Data Model Objects (DMOs) ...
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 core Salesforce? So I wanted to use this blog to recap a demo Skip Sauls ...
Do you ever find yourself challenged by finding and working with ‘the most trending XYZ’, where ‘XYZ’ is the product, case reason, topic item, or technically spoken any other variable? This blog post will address and help you solve this challenge by using the descriptive capabilities of Tableau CRM (meaning it’s all point and click) ...
At Tableau, we know that data, and insights from data, can help answer questions that ultimately drive business growth. But in order for this to happen, all business users need to be able to access the insights in a simple way, right within their workflows. We have witnessed this with embedded Tableau CRM dashboards and ...
A few months ago I got introduced to Mohan Chinnappan‘s SFDX plugin while working on exporting datasets from Tableau CRM (formerly Einstein Analytics). I thought it was a very helpful tool and I decided to type up a blog to help others with this use case. Little did I know at that point that Mohan ...
Custom maps in Einstein Analytics is a brilliant way of portraying your data. I’ve already done a few blogs on the matter (this and this), but all these blogs assume you have the map ready to go. Let’s have a look if you have found a map but it’s not quite ready yet. How do ...
If you were at Dreamforce 2019 or followed along at home you may have heard about the new Einstein Analytics Data Catalog. If not read along, it’s nothing less than amazing! Earlier this year I and the rest of the London DataTribe had the pleasure of welcoming Skip Sauls who is the product manager at ...
Why click with your mouse when there is a shortcut? Well, maybe you are not aware of the many amazing shortcuts there are available in Einstein Analytics. Look no further, here is a list of all the shortcuts you should know and use. Big thanks to Geoff Rothman for finding a lot of these. Dashboard ...
By now I have posted four blogs on how you can use Einstein Analytics for Marketing Cloud reporting. In the blog series we have covered how to get Marketing Cloud prepped, how to set up the connector in Einstein Analytics and also how to generate a dataset on open and click tracking data using the ...
