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 ...

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 ...

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 ...

Colors, labels, values – oh my!

You might have heard of ‘XMD’ working with Einstein Analytics. But do you know what it is? First of all, XMD stands for ‘Extended Metadata’ and it a set of instructions that defines how a user visually see your dataset. Meaning once you apply these instructions every lens or dashboard leveraging this dataset will see ...

Empower Communities with Wave

If you are using Salesforce Communities as well as Wave you can design great dashboards and embed them in your community. This is a great way for you to give extra insight into cases, orders or other data from external sources that are relevant for your community user. Here’s an overview of how to get ...