Data security has always been critical. And sometimes it becomes difficult to align business processes and the data security model. To be honest, I realized this was the case with some of our users who were struggling with implementing Territory Management in CRM Analytics. This was a cue for me to write this blog. Now, ...
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 ...
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 ...
Our team has had a ton of requests for adding more authentication modes to our connector stack and specifically for Snowflake. OAuth is a standard in the industry and we have chosen to adopt it for adding the next level of auth functionality. Let’s have a closer look at this addition to the Snowflake connector. ...
One of the best features in Data Prep is the ability to preview transformations as you’re building a recipe. You can click on any node in the graph to view a preview of the transforms that you created up to that point. Without previews, you’d have to run the recipe (and wait while it runs) ...
The Summer ‘22 release is here! And we’re excited that you get to try out all the new Data Prep features that we’ve been working on! See a demo of everything that’s new in these short video clips, directly from the team! Multi-value functions Eric shows us the new multi-value functions: split, array_join, array_contains, size, ...
If you’ve been keeping track, you may have noticed there’s been a lot of investment in each release to enhance features in Data Prep Recipes, the visual/low-code solution for preparing and transforming your data. If you caught the Summer 22 release preview, the new Data Manager with a brand new look is now generally available, ...
Are you new to CRM Analytics (CRMA)? Or did you start your CRMA journey long ago and want to start using Recipes instead of Dataflows? Check out the new Recipe-based CRM Analytics Templates to get started! Recipes are the new way to create datasets in CRMA with many features supporting Developer Productivity. Since the Winter ...
Do you love how simple it is to join, cleanse, and enrich your data using Data Prep Recipes, and wish you can transform all of your TCRM dataflows to recipes? But there are just too many of them and you don’t have time for all that work? Even more, perhaps you have these massive, spaghetti-looking ...
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 ...
