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) ...
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, ...
If you’ve been keeping track, you may have noticed there’s been a lot of investment in each release to enhance features in Data Prep Recipes, the visual/low-code solution for preparing and transforming your data. If you caught the Summer 22 release preview, the new Data Manager with a brand new look is now generally available, ...
Are you new to CRM Analytics (CRMA)? Or did you start your CRMA journey long ago and want to start using Recipes instead of Dataflows? Check out the new Recipe-based CRM Analytics Templates to get started! Recipes are the new way to create datasets in CRMA with many features supporting Developer Productivity. Since the Winter ...
