Using the Territory hierarchy for row-level security in CRM Analytics is a popular request. If you’ve previously done this in CRMA, you’ve probably come across Darshna Sharma’s fantastic blog. Good news: In Winter ’25, we’re making things easier than ever. Let’s start with the Pre Winter ’25 Approach Without going into too much detail, here ...
Data Transforms are your secret weapon for preparing and refining your Data Cloud objects. They empower you to easily join data, perform complex calculations, and filter out unneeded records. When you’re done building a data transform, you can either run it manually or set it up to run at regular intervals. The results can then ...
Data Cloud, more than any other Salesforce Cloud, is positioned to be used with external applications. It is engineered to hold both structured and unstructured data, including non-original Salesforce data at scale; so that it provides a unified and complete view of the customer with added enrichment data that supports a full set of use ...
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 the new mantra “follow the recipe”. Dataflows are slowly being deprecated and while it’s fun ...
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, ...
If you have been following Dreamforce 2022, you probably have seen a bunny hopping around and heard the buzz around Genie. Genie has many components to it, however, it’s all about bringing all your data together real-time with the aim of getting a complete picture of your customer in such a way that you can ...
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 a year. If you use this data for your marketing campaigns then it becomes important ...
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 ...
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 of auth functionality. Let’s have a closer look at this addition to the Snowflake connector. ...
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 that point. Without previews, you’d have to run the recipe (and wait while it runs) ...
