Flag to clean with Salesforce Data Pipelines

Flag to clean with Salesforce Data Pipelines
Are you a Salesforce admin or Salesforce owner and get requests that “those contacts are not clean”? There are probably duplicates, information that hasn’t been completed, or maybe you haven’t actually touched or worked with this contact in more than a year. If you use this data for your marketing campaigns then it becomes important ...

Multi-level Account Hierarchy: Flatten, Aggregate, Join, Transform and Report!

Multi-level Account Hierarchy: Flatten, Aggregate, Join, Transform and Report!
In this use case, we will discuss how to leverage Recipes, hierarchical aggregations, and transformations in CRM Analytics to help a company “CRM Test Inc.” which has a complex multi-level account hierarchy in Salesforce without having a holistic view of all their accounts and child records (such as related opportunities, activities or any other custom ...

Demystifying Dates in Recipes

Demystifying Dates in Recipes
If you’ve been doing date manipulations using the Date/DateTime functions in recipes, you may have come across these validation error messages: Or you swear you had created a “Date” field in a dataset, but it changed to “Date Time” magically somehow. Or you find yourself balling up your fists, incredulous at how difficult it is ...