Field usage analysis

I cannot tell you how excited I am to be writing this blog and I think you will find this immensely helpful especially if you have had Tableau CRM (formerly Einstein Analytics) for a while. I find many users end up creating a lot of dataflows and bringing in a lot of fields because they ...

Tables with action buttons

Users love tables on their dashboards, it’s a great way to see details after you have filtered through your data. What is even better you can make any row actionable pulling up the action menu allowing you to open records or perform Salesforce global actions. In Winter ’21 there is an addition to how actions ...

Smart ETL with Data Prep: Detect Sentiment in Three Steps

The next-generation data platform is now generally available in Winter ‘21, and that means you get to embed sentiment analysis directly within your Data Prep Recipes! What is Sentiment Analysis in Data Prep? Data Prep introduces a new data transformation step, “Detect Sentiment”, that uses Natural Language Processing (NLP) and Machine Learning to extract sentiments ...

Uploading datasets via CLI

A while back I wrote a blog on how to export datasets from Tableau CRM (Einstein Analytics) using Salesforce CLI and a plugin from Mohan Chinnappan. It seems Mohan’s plugin was well received and he has since expanded on it to upload csv files to Tableau CRM. This is powerful if you want to update ...

Revenue Operations Analytics

What happens when you combine the power of the Einstein Analytics platform with the AI/ML capabilities to forecast your sales data? … The result is the brand new Revenue Operations Analytics Template that equips Sales leaders and reps with a fast and easy way to explore data and discover new insights. Organizations that are able ...

Autonomous Insights

Since the launch of Einstein Analytics over 5 years ago, we’ve been working hard to make the authoring experience richer and more declarative with “clicks, not code”. We hope this has empowered more of you to become dashboard builders and helped you build powerful analytics apps faster for your entire organization. We’ll be taking the ...