( 翻訳 ) AIで 生成された 数式を 使い Salesforce レポートを 整形
Summer \'24リリースで追加されたこの機能は、生成AIにより数式作成をサポートします。
Use Data Cloud Event Monitoring for Security, Performance, and Adoption
This blog post highlights the Data Cloud functionalities currently available in Shield Event Monitoring, which is part of the Salesforce Shield suite of products. As we work on adding new functionalities to this integration, customers can use these existing functionalities to observe and monitor their Data Cloud implementation. Overview of Event Monitoring Shield: Event Monitoring ...
Transform Salesforce Reporting with AI-Generated Formulas
We are thrilled to announce the general availability of a groundbreaking feature in the Salesforce Reporting product suite: Formula Generation for Data Cloud Reports, powered by Einstein Generative AI. You can now seamlessly integrate AI-generated formulas into your reports with a few clicks. Why This Matters In the fast-paced world of data analytics, efficiency and ...
CRM Analytics Dynamic Dashboard Filter Options with Data Cloud
You’ve harmonized, transformed, and unified your data in Data Cloud and are finally ready to create a dashboard in CRM Analytics to deliver jaw-dropping insights. You’ve read the previous blog about how to Query data from Data Cloud in CRM Analytics but still have questions about ensuring logged-in users only see data relevant to their ...
Data Cloud でノーコードでAIモデルを作る
新たに 新機能を加えた Einstein Studio が GA されます！ Data Cloud に新たに Einstein Studio タブ が加わりました。 Data Cloud に アクセスできる ユーザーが 予測 AI モデルと 生成 AI モデルを構築、 接続、 管理できるようになります。 これらの 両モデルは、インテリジェント な意思決定を実現するために、 Salesforce Customer 360 アプリケーション にシームレス に 統合することができます。 訳 AI and Analytics Specialist, Salesforce, Ippei Komi Einstein Studioでは以前から、Amazon SageMaker または Google Vertex AI を使い、データサイエンティストが外部で構築されたモデルにユーザーが接続できるようになっていますが、今回のリリースで、すでにData Cloudを扱い慣れているデータスペシャリストやアナリストが、コードを書くことなく、クリックだけで予測モデルを構築できるなりました。 このブログでは、顧客離れの可能性を予測する例を使用して、Data ...
Understand Salesforce Report Types
In the last release, I talked about introducing Reports & Dashboards for Data Cloud. Now, let’s start by talking about the foundation of reporting: Report Types. When a DMO is mapped in Data Cloud you can automatically report on it using the auto-created standard Report Type. If a particular Report Type doesn’t exist, you can ...
Reporting on Calculated Insights Using Lightning Reports
In the last release, we went GA with reporting on DMOs. As we forge ahead with the development of our data cloud roadmap, we are delighted to introduce reporting on Calculated Insights. So first things first, what is a Calculated Insight? A Calculated Insight (CI) allows you to define and compute multidimensional metrics. For instance, ...
Data At It’s Best: The Art of Scheduling Calculated Insight Refreshes Using Flow
Calculated Insights allow you to define and calculate multidimensional metrics on your entire digital state in Data Cloud. Scheduling a calculated insight to process in Salesforce Data Cloud can offer several benefits for organizations looking to leverage their data effectively. Here are a few reasons why you might want to schedule such insights: The following ...
Introducing Reports & Dashboards for Data Cloud
In today’s data-driven world, businesses rely on timely and actionable insights to make informed decisions. Salesforce has been instrumental in helping organizations manage their customer data. Now, with the introduction of Salesforce Data Cloud, organizations can seamlessly integrate external data with their Salesforce CRM data, ensuring they have unified, real-time, and relevant information about their ...
Pipeline Velocity – a less common sales metric
Do you provide pipeline velocity within your analytics? That was a question recently presented to us by one of my customers. In the 10+ years I’ve been at Salesforce that was the first time I had heard that question. And to be completely transparent I wasn’t sure what pipeline velocity is and how it’s calculated. ...