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 questions on, so I figured let me provide this example and hopefully, it may give ...
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 quickly identify, and prioritize at-risk accounts, and understand why so that you can take the ...
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 parameter is an annoying little thing you must consider. The approach has now changed, so ...
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 CRMA. One use-case that I have explored is building a mortgage repayment simulator using input ...
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 for Salesforce’s corporate finance team diving deep into SAQL and bindings. Since then the product ...
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 as possible. Fast forward to today, and computers are still used to run scenarios of ...
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 chart. The next step would be: what if we want to go further, and explore this feature ...
Last week while in London I was asked the question if it was possible to have pages on tables as this would be helpful for tables with large results. Out of the box, no this is not possible – at least not yet. But I did find a way to achieve this with a value ...
Bindings aka interactions is a popular topic, probably because they are so powerful. However, people also find it a bit difficult to approach. I’ve in several blogs and webinars covered this topic in great detail and thought it would be good to have a one-stop for getting to understand bindings. Note: Find the official binding ...
I’ve previously in great detail covered bindings aka interactions for compact and SAQL queries. This included data selection function, data serialization functions, and data manipulations. As CRM Analytics continues to evolve with each release we get new additions. With the introduction of Salesforce Direct, Snowflake Direct, and SQL query support more power and flexibility have ...
