As you are reading about Development in Sandbox Model for Tableau CRM assets, I believe that you have already gone through the pros and cons of doing so. If not, then you can find the details here. Now that you’ve made an informed decision about developing Tableau CRM assets in a sandbox, please allow me to ...
I have come across multiple instances where I have seen companies develop Tableau CRM components directly in production and it is partially because Tableau CRM is almost a point and click tool where you won’t change the business-critical/important configuration of your organization. And I totally understand the allure of doing this. You don’t have to ...
You are part of a team of enthusiastic people who are keen on exploring Tableau CRM, formerly known as Einstein Analytics. This vibrant team of yours has come across the need to create a series of analytics solutions that answer key business questions. But soon after you have started developing your analytics apps the questions ...
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? ...
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 ...
My binding blogs seem to be some of the most popular content on my blog. It is also one of the topics I get the most questions about. So I’ve been thinking, how do I make it easier for people to understand? And I thought “what about a decision tree?”. So I created one… Scope ...
Some of my blogs are inspired by questions or use cases that I encounter when working with Tableau CRM. In the past month, I’ve had the same question around joining two datasets in a query; one dataset is grouped by two dimensions, but the other dataset is missing one of those dimensions, hence the question ...
At Tableau CRM (Formerly Einstein Analytics), the authoring experience team is particularly obsessed with enabling users to build rich, engaging analytical experiences that include fluid layouts, interactions, navigation & beautiful animations to break the mold of endless grids of static visualizations. As we explore new paradigms for presenting insights, ‘Progressive Disclosure’ is an interaction design pattern ...
Is the Lightning Report Builder not fast enough? We hear you and are making changes! We’ve been hearing a lot of feedback from our customers that the Lightning report builder is slow. Sometimes it can take a while for the UI to respond after you add or change a column or filter. We understand how ...
Users love tables on their dashboards, it’s a great way to see details after you have filtered through your data. What is even better you can make any row actionable pulling up the action menu allowing you to open records or perform Salesforce global actions. In Winter ’21 there is an addition to how actions ...
