Dreamforce 2017 takeaways on Einstein Analytics

10. November 2017 Other, Winter 18 4
4 days of Dreamforce has come to an end and what an experience! There were many sessions on Einstein Analytics, in fact too many for me to attend, so I had to do like everyone else… Prioritise! Two sessions I want to highlight is the Einstein Analytics keynote and the Einstein Analytics roadmap session. I ...

Custom Scoring with Marketing Cloud and Salesforce

26. October 2017 Marketing, Winter 18 13
As you may know, I work in the domain of Pardot and Marketing Cloud. Pardot has a default scoring functionality and model that allows for different prospect activities to be scored. Now, what happens if you are not using Pardot but Marketing Cloud? Well, by default nothing; Marketing Cloud does not come with a scoring ...

Winter18 Wonderland

23. October 2017 Winter 18 0
Okay, it might not be winter wonderland yet, but it is getting colder and it’s time – at least for us in London – to dig out the boots and the winter jacket. While I am still resisting the fact that it is getting darker and colder I must admit I am enjoying a night ...

Einstein Analytics: Genius Dashboards

19. October 2017 Other, Summer 17 0
At Salesforce’s Dreamforce 2017 I will be speaking about Einstein Analytics in the Admin Theater. The session is called Einstein Analytics: Genius Dashboards. In preparation for my session, I have written three blogs that make up my talk. If you find my session interesting here are the key takeaways (please don’t use this as an excuse ...

Einstein Analytics: Filter & Selection Options

28. September 2017 Best Practices, Summer 17 1
Einstein Analytics is a powerful tool but as you might have noticed it doesn’t work like standard reporting. Because of the unique way data is stored in form of inverted indexing you can change data on the fly. So unlike other tools, including Salesforce standard report builder, you can in Einstein Analytics allow the user ...

Pardot Certification Mock Questions

25. September 2017 Marketing, Summer 17 9
Are you planning on taking a Pardot certification and want to test your knowledge? I’ve created a series of questions to help determine if you are ready to take the certification. Please be aware that these questions are not taken or memorized from the actual certification, rather they are created from scratch in order to ...

Einstein Analytics: Design & Interaction Principles

20. September 2017 Best Practices, Summer 17 4
Creating a dashboard is easy, but making it meaningful is much harder. This applies to any dashboard not just Einstein Analytics. Think about it, how many times have you looked at a dashboard you didn’t create yourself and ended up spending several minutes decoding what you were looking at? Is the pipeline for this month ...

Get Pardot certified!

14. August 2017 Marketing, Summer 17 4
I regularly get asked how to study for the Pardot certifications. My honest answer is I am not 100% sure. The reason being I took my Pardot Consultant certification in December 2014 and my Pardot Specialist certification in August 2015 (Beta). I remember thinking and giving the feedback that the specialist questions were very similar ...