I have worked with CRM Analytics since 2015 (back then Wave). I started this blog to help make the journey to master CRM Analytics easy by documenting tips, tricks & cool solutions.
One of the biggest focus areas for Salesforce in 2023 was Data Cloud – it was all over Dreamforce and World Tours. One of the things I think Salesforce users are thinking about is how does Data Cloud relate to core Salesforce? So I wanted to use this blog to recap a demo Skip Sauls ...
Some of you may know I’ve started working more with Data Cloud and I thought it was time to start sharing some content on Data Cloud. I figured I’d start with a fundamental blog on what Data Cloud is all about including the different Data Cloud concepts. Coming from core Salesforce or CRM Analytics I’m ...
Lately, I’ve been tasked to build some new dashboards, getting my hands dirty so to speak. I thought I would share one of the use cases I’ve worked on as it involves SAQL and dates. It’s often something I get questions on, so I figured let me provide this example and hopefully, it may give ...
It seems Data Cloud is everywhere lately. Or maybe it’s just because I myself have transitioned into working with Data Cloud. So I thought it would be interesting to check out the live connector for Data Cloud in this blog. Some of you may know that Data Cloud is also known as Genie and is ...
If you are new to bindings aka advanced interactions in CRM Analytics I recognize this title might be slightly confusing, but if you have tried to do measure or group bindings in compact form you will know that the columnMap parameter is an annoying little thing you must consider. The approach has now changed, so ...
Have you heard the saying “All great JSON must come to an end”? Well, maybe not…Or Have you had “go with the dataflow” as a mantra then it’s time to hop on the new trend and start to live by the new mantra “follow the recipe”. Dataflows are slowly being deprecated and while it’s fun ...
If you have been following Dreamforce 2022, you probably have seen a bunny hopping around and heard the buzz around Genie. Genie has many components to it, however, it’s all about bringing all your data together real-time with the aim of getting a complete picture of your customer in such a way that you can ...
Are you a Salesforce admin or Salesforce owner and get requests that “those contacts are not clean”? There are probably duplicates, information that hasn’t been completed, or maybe you haven’t actually touched or worked with this contact in more than a year. If you use this data for your marketing campaigns then it becomes important ...
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 ...
