Territory Management in CRM Analytics

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 Management in CRM Analytics. This was a cue for me to write this blog. Now, ...

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 all their accounts and child records (such as related opportunities, activities or any other custom ...

What’s New in Data Prep for Summer ’22?

What’s New in Data Prep for Summer ’22?
The Summer ‘22 release is here!  And we’re excited that you get to try out all the new Data Prep features that we’ve been working on! See a demo of everything that’s new in these short video clips, directly from the team! Multi-value functions Eric shows us the new multi-value functions: split, array_join, array_contains, size, ...