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 ...
In order to satisfy increasingly diversified customer demands, product and service portfolios are steadily becoming larger. B2B and B2C companies are expected to guide their customers to the best fitting bundle in their large panoply of products. Predicting the likelihood of a customer or prospect purchasing a particular product is essential and requires a deep ...
As you may have figured out Einstein Analytics does not support multi-currency out of the box. If you are an organization that has enabled multi-currency in Salesforce then I am sure you are likely to want to see this in Einstein Analytics. As I said it’s not supported out of the box (at least not ...
Several have asked me “how do we do the dynamic gauge post Summer18 release?”. Why? Well, when the gauge chart was released I wrote a blog on how to make the ranges dynamic; a great use case for actual vs. quota. On top of that, it was often a question I got when I worked with ...
The past few months I’ve been wondering if it’s time to upgrade my MacBook Air from 2010 and I’m leaning towards a “yes”. So in the holiday break, I’ve been trying to organize and backup my documents and pictures. In the process, I found some training material from my very first Einstein Analytics (back then ...
The Summer17 Release of Salesforce Wave has given us some enhanced bindings as mentioned in my blog on the new release. I know, I will be enjoying this enhancement a lot. So I thought why not share how you could use the enhanced binding to filter dashboards based on the logged in user. I have created ...
