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 ...
In my experience, a lot of people struggle with creating a good dashboard design. They might be very clear on who they are designing for and what KPIs are needed but the actual design often looks somewhat cluttered and it may be unclear what reading path to take. It should be recognized as a skill ...
Tableau CRM is a brilliant tool for data exploration and for AI-driven advanced analytics. It’s intuitive in nature, easy to learn, and empowers users to quickly spin up applications, dashboards using pre-built templates. While TCRM in itself is a great tool, deploying TCRM components from one org to another may seem a bit tricky. In ...
If you have been following along in this blog series, I’m sure you are starting to see how powerful SAQL can be joining data as we see fit, but there is more to the story. You can create new derived fields that we already touched upon in part 5 of this blog series, but let’s ...
A little more than a year ago I sat out to demystify bindings (or interactions as they are being called from Spring 20). I wrote a blog series covering data selection, data serialization, and data manipulation functions. It turned out to be quite a few blogs and quite a few bindings as well. I figured ...
I’ve heard more than once than bindings can be hard and confusing. And if I didn’t believe that, then I only have to look at the most viewed blogs I’ve written and my demystifying binding blog series is by far the winner. In the Spring 20 release, it has become a little bit easier to ...
So I decided to fire up my old computer with a very old version of Adobe InDesign so I could go back in time and create an infographic answering the question “Are you ready to build your dashboard?”. If the answer was “No” to any of the questions I would recommend checking out the Einstein ...
In Einstein Analytics we build our dashboards with datasets that we have constructed and run in the Data Manager. We do this because we want to denormalize our data to improve the performance of our queries. This does, of course, come with a price that we do not have real-time data, though we can schedule ...
