Tableau CRM faster Dashboard – Efficient Queries

Tableau CRM faster Dashboard – Efficient Queries
In the previous section, we explored cosmetic changes which can help make your dashboard load faster. In this part of the series, I’ll talk about how you can make your queries more efficient to improve your dashboard performance. Avoid Post Projection Grouping/Filtering Pre-projection queries, particularly those dealing with rows numbering in the hundreds of thousands ...

What happens when you make your Salesforce Reports Intelligent?

What happens when you make your Salesforce Reports Intelligent?
Insights, immediate value, and more insights! In Summer ’21 we introduced the all-new reimagined Einstein Discovery for Reports. This product allows you to enhance and augment your experience with Salesforce Reports. With Einstein Discovery for Report [EDR], you can very easily unravel data insights with a couple of clicks within moments. But you might have ...

Clean up Data Manager Assets

Clean up Data Manager Assets
Like any other tool out there, Tableau CRM is bound by limits and limitations. The license type you purchase will introduce you to an ocean of possibilities and resources when you’re just starting with TCRM. However, if you’re not careful enough you may end up with a dirty TCRM closet, one where you have a lot of assets you are ...

An Intro to the New Product Recommender Transformation

An Intro to the New Product Recommender Transformation
The Tableau CRM Data Prep team has been vigorously working on a new Pilot feature for generating the best product recommendations for your customers in an easy-to-use declarative manner. This feature is, appropriately named the Product Recommender (Pilot) node; which will be surfaced alongside the other Machine Learning transformations in the Data Platform’s Recipe builder. ...

Meet Slack-First Analytics

Meet Slack-First Analytics
At Tableau, we know that data, and insights from data, can help answer questions that ultimately drive business growth. But in order for this to happen, all business users need to be able to access the insights in a simple way, right within their workflows. We have witnessed this with embedded Tableau CRM dashboards and ...