Learn Project Best Practices

Below is a collection of key best practices for any data and analytics developer working on a CRM Analytics or Einstein Discovery project. All the insight is based on years of experience and many projects of high complexity.

Note: We are still tagging older content and there might be sections that are empty. In the meantime check out the Browse All page.

Planning for a successful project

Any data project should be carefully planned and considerations made before getting started with any build.


Staying focused - Using a methodology to organize your thoughts and project activities

Staying focused – Using a methodology to organize your thoughts and project activities

Understand how the steps in an Einstein Discovery project and how to create a good use case.
Data Orchestration in Tableau CRM

Data Orchestration in Tableau CRM

How best to approach the end to end data orchestration in Tableau CRM.
Data Sources and Landscape - Data Orchestration Part 1

Data Sources and Landscape – Data Orchestration Part 1

Taking a closer look at data sources and the landscape of data you are creating.
The Concepts of Data Sync - Data Orchestration Part 2

The Concepts of Data Sync – Data Orchestration Part 2

Taking a closer look at data sync and its importance in regards to data orchestration.
Considering Governance Limits - Data Orchestration Part 3

Considering Governance Limits – Data Orchestration Part 3

Understanding the basic concepts of working with data in Tableau CRM this part explains how an analytics developer needs to consider governance limits when designing the flow of data.
External Data and Data Volume - Data Orchestration Part 4

External Data and Data Volume – Data Orchestration Part 4

Taking a look at considerations you should have when bringing in external data followed by considerations when you are dealing with large data volume.

Managing Salesforce environments

How should you manage production and sandbox environments and how do you best deploy from one environment to another.


Uncovering Deployment Techniques for Tableau CRM

Uncovering Deployment Techniques for Tableau CRM

Understand all the components there is to deploying an analytics project and its assets.
Developing and Managing Tableau CRM Assets in Production

Developing and Managing Tableau CRM Assets in Production

Considerations to take if you choose to develop in production.
Developing and Managing Tableau CRM Assets in Sandbox

Developing and Managing Tableau CRM Assets in Sandbox

Considerations to have when developing in sandboxes.

Designing beautiful analytics apps

How do you design dashboards with an intended purpose that are beautiful and a pleasure to use.


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Building for enterprise environments

If you use Salesforce enterprise features that you want to include in your data and analytics use cases.


But that's not my preferred currency

But that’s not my preferred currency

An approach to use multi-currency in your analytics assets.
/ / Best Practices, Summer 19, Use Case

Managing & optimizing assets

Keep your environment tidy and performance-optimized. Use tools to get the job done quickly.


Optimizing long-running dataflows

Optimizing long-running dataflows

An approach on how to optimize long-running dataflows for better performance.
Clean up Data Manager Assets

Clean up Data Manager Assets

Tips and tricks to how you best approach cleaning your data manager assets.
Tableau CRM - Best Practices for a faster dashboard

Tableau CRM – Best Practices for a faster dashboard

Components of a dashboard and impact on performance, plus what can cosmetically be done to improve dashboard performance.
Tableau CRM faster Dashboard - Efficient Queries

Tableau CRM faster Dashboard – Efficient Queries

How to make efficient queries and improve your dashboard performance.
Tableau CRM faster Dashboard - Network to the rescue

Tableau CRM faster Dashboard – Network to the rescue

How to make dashboards faster using CDN and http2.
Introducing the dataflow visualizer

Introducing the dataflow visualizer

Visualize your dataflow JSON without having access to the org or custom objects/fields.

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