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 ...

Text Clustering in Einstein Discovery

Text Clustering in Einstein Discovery
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 ...