Multi-level Account Hierarchy: Flatten, Aggregate, Join, Transform and Report!

Multi-level Account Hierarchy: Flatten, Aggregate, Join, Transform and Report!
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 ...

Comparison of Salesforce Analytics Tools

Comparison of Salesforce Analytics Tools
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 ...

Copy and Paste Widgets Across Dashboards

Copy and Paste Widgets Across Dashboards
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 ...

Estimate Propensity to Buy with Einstein Discovery to improve sales excellence

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 ...