As a Solution Engineer for CRM Analytics for 5 years, I got my start working with the product as a technology consultant in 2015 when the product was called Wave Analytics, where I was building complex bookings and forecasting dashboards for Salesforce’s corporate finance team diving deep into SAQL and bindings. Since then the product ...
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 ...
It is common to build and deploy supervised machine learning models that are generally comprised of tabular datasets with numerical, categorical, and temporal (date/time) variables. Often though, there may be additional value to be gained by augmenting the model with insights derived from unstructured data (text). Some common examples of unstructured text in this context ...
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! Further reading To learn more about any of the features shown here, check ...
Last week while in London I was asked the question if it was possible to have pages on tables as this would be helpful for tables with large results. Out of the box, no this is not possible – at least not yet. But I did find a way to achieve this with a value ...
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, ...
The phrase “Time is of the essence“ is used to express urgency in all kinds of fields, from legal to medical. In the context of predictive modeling, I like to read it as time being one of the most important concepts to consider. Unfortunately, though, that concept of time is often overlooked. Simply put, what ...
It is often the case with machine learning predictive models that you need to create a model for customer data that spans a variety of “segments” in your business. The business objective (outcome variable) that you wish to apply machine learning may actually be exactly the same across all these segments – even though the segments themselves ...
