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 ...
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 ...
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. ...
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 ...
It seems Data Cloud is everywhere lately. Or maybe it’s just because I myself have transitioned into working with Data Cloud. So I thought it would be interesting to check out the live connector for Data Cloud in this blog. Some of you may know that Data Cloud is also known as Genie and is ...
In CRMA we have the flexibility to build lots of different charts to analyze our KPIs. In this article, we’ll learn how to create a Pareto chart, but first of all: What is a Pareto chart? And why would I need this chart in my analysis? The Pareto chart (named after the Italian economist, Vilfredo ...
Account Discovery is a new CRM Analytics template in the Spring 23’ release available to Revenue Intelligence customers. Account Discovery is just one feature of Revenue Intelligence for Sales Cloud. As a Sales Leader or Sales Rep, you want to quickly identify, and prioritize at-risk accounts, and understand why so that you can take the ...
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 ...
Input widgets are a powerful feature in CRM Analytics (CRMA) that allow users to interact with dashboards and input data in real-time. The release of this feature has expanded the range of possibilities for scenario planning and data analysis within CRMA. One use-case that I have explored is building a mortgage repayment simulator using input ...
As a Solution Engineer for CRM Analytics for 5 years, I got my start working with the product as a technology consultant in 2015 when the product was called Wave Analytics, where I was building complex bookings and forecasting dashboards for Salesforce’s corporate finance team diving deep into SAQL and bindings. Since then the product ...
