Do you provide pipeline velocity within your analytics? That was a question recently presented to us by one of my customers. In the 10+ years I’ve been at Salesforce that was the first time I had heard that question. And to be completely transparent I wasn’t sure what pipeline velocity is and how it’s calculated. ...
Input widgets are a powerful feature in CRM Analytics (CRMA) that allow users to interact with dashboards and input data in real-time. The release of this feature has expanded the range of possibilities for scenario planning and data analysis within CRMA. One use-case that I have explored is building a mortgage repayment simulator using input ...
As a Solution Engineer for CRM Analytics for 5 years, I got my start working with the product as a technology consultant in 2015 when the product was called Wave Analytics, where I was building complex bookings and forecasting dashboards for Salesforce’s corporate finance team diving deep into SAQL and bindings. Since then the product ...
In this use case, we will discuss how to leverage Recipes, hierarchical aggregations, and transformations in CRM Analytics to help a company “CRM Test Inc.” which has a complex multi-level account hierarchy in Salesforce without having a holistic view of all their accounts and child records (such as related opportunities, activities or any other custom ...
Last week while in London I was asked the question if it was possible to have pages on tables as this would be helpful for tables with large results. Out of the box, no this is not possible – at least not yet. But I did find a way to achieve this with a value ...
Do you ever find yourself challenged by finding and working with ‘the most trending XYZ’, where ‘XYZ’ is the product, case reason, topic item, or technically spoken any other variable? This blog post will address and help you solve this challenge by using the descriptive capabilities of Tableau CRM (meaning it’s all point and click) ...
Over the years Salesforce has expanded the analytics tools and capabilities for customers to look at their data from Salesforce Operational Reporting (OR) also known as Lightning Reports & Dashboards to Tableau CRM (formerly Einstein Analytics) including Einstein Discovery and, with the latest analytics addition, Tableau. With the expansion, it can be a little difficult ...
With the Summer ’21 release, we introduced a long-awaited feature that should help you greatly with your productivity: copy-paste. This will help you reuse content built within the same dashboard but outside of it too! You read it right, the new copy-paste feature will work across dashboards, apps, and components allowing you to easily reuse ...
Recently I was asked “Does one of your Tableau CRM blog posts cover how to use a compare table to drive a drop down KPI list on a chart?”. Short answer to that was “No”. But I figured let’s change that answer to “Yes”. In this blog, I will show how you can have a ...
As we know Einstein Analytics is the best Business Intelligence and Analytics product for your CRM. I am the product Manager for Enterprise features. My focus is on figuring out all of the most painful pieces of a Business Intelligence or Einstein Analytics implementation for Enterprises and just automagically trying to put it in the ...
