In today’s data-driven world, businesses rely on timely and actionable insights to make informed decisions. Salesforce has been instrumental in helping organizations manage their customer data. Now, with the introduction of Salesforce Data Cloud, organizations can seamlessly integrate external data with their Salesforce CRM data, ensuring they have unified, real-time, and relevant information about their ...
Testing scenarios has been the number one goal since day one of computing. One great example of this is Deep blue, the first computer to win a chess game vs the world champion while running all possible scenarios as fast as possible. Fast forward to today, and computers are still used to run scenarios of ...
With the new CRM Analytics app in Slack you can find Operational Analytics or also known as Lightning Reports & Dashboards, view details, view snapshots of report charts & dashboards, and get subscriptions delivered right to where you and your teams work. This is a way for Slack users to view and leverage the Lightning ...
Tables are everywhere. They’re unequaled as a way to organize and present data clearly. But they’re not as flexible or compelling as other types of visualization. With a table, you’re confined within cells that have limited options for display and styling. The limitations apply to any basic tables, including those in Tableau CRM. That’s why ...
We have heard of terms such as mobile-first, and now we are embarking on Search First Analytics. 2022 is here, and business people will be pivoting from reading dashboards to quickly searching for insights. Why? Because dashboards can’t keep up with the explosion of data and the natural language search models (even at the enterprise ...
In the previous two sections, we explored how cosmetic changes and query changes can help improve dashboard performance. In this section, let’s understand how some network capabilities can be used to our benefit. Enable CDN to Load Tableau CRM Dashboard Faster Why CDN for Tableau CRM? Load Tableau CRM and other Lightning Experience applications faster ...
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 ...
You may be a Tableau CRM dashboard builder who intends to build performant dashboards, but you don’t know where to start. Maybe you have used a few techniques for quick wins, or you may already be aware of the best practices and are reading this blog to discover new techniques you can use to further ...
Want to measure dynamically how you’re trending towards your business goals? Introducing Dynamic Gauge Charts in Lightning Dashboards! Gone are the days of adding static values to the segment ranges. Now you can leverage objects and fields from Salesforce for your gauge charts. So how do we do it? Let’s start by understanding the basic ...
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 ...
