Want to measure dynamically how you’re trending towards your business goals? Introducing Dynamic Gauge Charts in Lightning Dashboards! Gone are the days of adding static values to the segment ranges. Now you can leverage objects and fields from Salesforce for your gauge charts. So how do we do it? Let’s start by understanding the basic ...
The communications industry is hyper-competitive, going through significant changes such as increased customer expectations, accelerated digitization, and new technology like 5G and IoT. We’re at a time where connectivity is becoming a commodity, and communication service providers (CSPs) are investing in technologies that will help them provide differentiated experiences, which historically has been a challenge ...
With the Summer ’21 release, we introduced a long-awaited feature that should help you greatly with your productivity: copy-paste. This will help you reuse content built within the same dashboard but outside of it too! You read it right, the new copy-paste feature will work across dashboards, apps, and components allowing you to easily reuse ...
As you are reading about Development in Sandbox Model for Tableau CRM assets, I believe that you have already gone through the pros and cons of doing so. If not, then you can find the details here. Now that you’ve made an informed decision about developing Tableau CRM assets in a sandbox, please allow me to ...
I have come across multiple instances where I have seen companies develop Tableau CRM components directly in production and it is partially because Tableau CRM is almost a point and click tool where you won’t change the business-critical/important configuration of your organization. And I totally understand the allure of doing this. You don’t have to ...
You are part of a team of enthusiastic people who are keen on exploring Tableau CRM, formerly known as Einstein Analytics. This vibrant team of yours has come across the need to create a series of analytics solutions that answer key business questions. But soon after you have started developing your analytics apps the questions ...
Hello Trailblazers, Up until now, reporting was primarily a view-only tool. You mainly built Salesforce reports to visualize your data in different forms, slice and dice the data, add charts to it, and build dashboards. But as we think about what’s next for reports, what if we were to reimagine the entire concept of reporting? ...
Recently I was asked “Does one of your Tableau CRM blog posts cover how to use a compare table to drive a drop down KPI list on a chart?”. Short answer to that was “No”. But I figured let’s change that answer to “Yes”. In this blog, I will show how you can have a ...
My binding blogs seem to be some of the most popular content on my blog. It is also one of the topics I get the most questions about. So I’ve been thinking, how do I make it easier for people to understand? And I thought “what about a decision tree?”. So I created one… Scope ...
Some of my blogs are inspired by questions or use cases that I encounter when working with Tableau CRM. In the past month, I’ve had the same question around joining two datasets in a query; one dataset is grouped by two dimensions, but the other dataset is missing one of those dimensions, hence the question ...
