At Tableau CRM (Formerly Einstein Analytics), the authoring experience team is particularly obsessed with enabling users to build rich, engaging analytical experiences that include fluid layouts, interactions, navigation & beautiful animations to break the mold of endless grids of static visualizations. As we explore new paradigms for presenting insights, ‘Progressive Disclosure’ is an interaction design pattern ...
Is the Lightning Report Builder not fast enough? We hear you and are making changes! We’ve been hearing a lot of feedback from our customers that the Lightning report builder is slow. Sometimes it can take a while for the UI to respond after you add or change a column or filter. We understand how ...
Users love tables on their dashboards, it’s a great way to see details after you have filtered through your data. What is even better you can make any row actionable pulling up the action menu allowing you to open records or perform Salesforce global actions. In Winter ’21 there is an addition to how actions ...
Today I want to introduce a new (revolutionary) feature we’ve built in Tableau CRM (formerly Einstein Analytics); it’s called Dashboard Components. What is it? Essentially, it’s a container with pages that allows you to quickly create and reuse dynamic areas of a dashboard. Why is this awesome you ask? First, because who doesn’t love a ...
What happens when you combine the power of the Einstein Analytics platform with the AI/ML capabilities to forecast your sales data? … The result is the brand new Revenue Operations Analytics Template that equips Sales leaders and reps with a fast and easy way to explore data and discover new insights. Organizations that are able ...
Einstein Analytics (EA) and Tableau together offer the world’s leading analytics solution for anyone, anywhere using any data. EA is focused on providing actionable insights in the native CRM user experience and has best-in-class integration with CRM that allows you to analyze all your CRM data in a secure & scalable manner. And then there ...
In this part of the SAQL series, we are going to look at the rollup modifier, which is used to create total and subtotals in your query. Now as with the previous parts of this series, total and subtotals can also be achieved in the UI by using compare tables. Hence just because you need ...
Do you love custom report types but find them too difficult to manage? We understand that it can be time-consuming to add new custom fields to custom reports, especially when your org has many custom report types. Now admins can manage them even more easily by auto adding new fields to all custom report types ...
Custom maps are great! I love how you can simply visualize your data in any given way – I’ve previously covered maps with some examples – see here. But some times you may want to delete custom maps; some might be too large and you made a more optimized version or your sales regions have ...
Operational Reports & Dashboards is one of the most heavily used features within Salesforce with a large footprint. It enables business users to access and analyze their data with ease to make data-driven decisions. With the plethora of feature requests for reports & dashboards, prioritization is always a juggle. In the past few releases, we’ve ...
