Understand Salesforce Report Types

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 ...

Data At It’s Best: The Art of Scheduling Calculated Insight Refreshes Using Flow

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

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 ...

A SAQL use case with dates

A SAQL use case with dates
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 ...

Bind to ColumnMap

Bind to ColumnMap
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 ...