Hello! I am a Senior Product Manager for the CRM Analytics team. I work on Operational Reports & Dashboards and build innovative solutions & tools. I've been with Salesforce for 6 years.
NEU engineer at heart (Go Huskies!!)
In my spare time I love dancing, yoga and trying out new cuisines.
If you’re a Reporting customer, you’re probably well-versed with the concept of a Report Type (if not, this post is a great introductory post). A report type is a lightweight data model that lets you define object joins and acts as a template to create Reports. You can join up to 4 objects, and the ...
We are thrilled to announce the general availability of a groundbreaking feature in the Salesforce Reporting product suite: Formula Generation for Lightning and Data Cloud Reports, powered by Einstein Generative AI. You can now seamlessly integrate AI-generated formulas into your reports with a few clicks. Why This Matters In the fast-paced world of data analytics, ...
In the last release, I talked about introducing Reports & Dashboards for Data Cloud. Now, let’s start by talking about the foundation of reporting: Report Types. When a DMO is mapped in Data Cloud you can automatically report on it using the auto-created standard Report Type. If a particular Report Type doesn’t exist, you can ...
In the last release, we went GA with reporting on DMOs. As we forge ahead with the development of our data cloud roadmap, we are delighted to introduce reporting on Calculated Insights. So first things first, what is a Calculated Insight? A Calculated Insight (CI) allows you to define and compute multidimensional metrics. For instance, ...
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 ...
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 ...
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 ...
Hello Trailblazers, Up until now, reporting was primarily a view-only tool. You mainly built Salesforce reports to visualize your data in different forms, slice and dice the data, add charts to it, and build dashboards. But as we think about what’s next for reports, what if we were to reimagine the entire concept of reporting? ...
