Einstein Analytics: Genius Dashboards

At Salesforce’s Dreamforce 2017 I will be speaking about Einstein Analytics in the Admin Theater. The session is called Einstein Analytics: Genius Dashboards. In preparation for my session, I have written three blogs that make up my talk. If you find my session interesting here are the key takeaways (please don’t use this as an excuse ...

Einstein Analytics: Filter & Selection Options

28. September 2017 Best Practices, Summer 17 1
Einstein Analytics is a powerful tool but as you might have noticed it doesn’t work like standard reporting. Because of the unique way data is stored in form of inverted indexing you can change data on the fly. So unlike other tools, including Salesforce standard report builder, you can in Einstein Analytics allow the user ...

Pardot Certification Mock Questions

25. September 2017 Marketing, Summer 17 9
Are you planning on taking a Pardot certification and want to test your knowledge? I’ve created a series of questions to help determine if you are ready to take the certification. Please be aware that these questions are not taken or memorized from the actual certification, rather they are created from scratch in order to ...

Einstein Analytics: Design & Interaction Principles

20. September 2017 Best Practices, Summer 17 4
Creating a dashboard is easy, but making it meaningful is much harder. This applies to any dashboard not just Einstein Analytics. Think about it, how many times have you looked at a dashboard you didn’t create yourself and ended up spending several minutes decoding what you were looking at? Is the pipeline for this month ...

Get Pardot certified!

14. August 2017 Marketing, Summer 17 4
I regularly get asked how to study for the Pardot certifications. My honest answer is I am not 100% sure. The reason being I took my Pardot Consultant certification in December 2014 and my Pardot Specialist certification in August 2015 (Beta). I remember thinking and giving the feedback that the specialist questions were very similar ...

Velocity Calculation of the Marketing to Sales Funnel

10. August 2017 Marketing, Summer 17 7
Last year Salesforce launched “Wave for B2B Marketing” now known as “B2B Marketing Analytics” giving Pardot users insight in their marketing engagement and pipeline with 3 dashboards. I’ve been lucky enough to get access to the tool and I’ve done a blog post as well as two talks for the London Pardot User Group on the ...

Pardot New Feature: Run that rule multiple times

04. July 2017 Marketing, Summer 17 0
Wow, this is exciting in the world of Pardot! I love automation rules in Pardot, it simply allows you to automate some of your processes like assigning profiles and grading them according to defined criteria. However, one big drawback is that automation rules only run once; the first time the prospect match that criteria. So let’s ...