The Tableau CRM team spent a bunch of time in 2020 working with our partners at Snowflake, and as a result of the collaboration, we came up with a unique feature that will allow Salesforce customers to send raw data to Snowflake for data lake hydration purposes. Tableau CRM already had the key pieces needed ...
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 ...
Einstein Discovery empowers businesses to explore patterns, trends, and correlations in their historical data with the help of auto-generated machine learning models. While understanding the past is helpful, Einstein Discovery machine learning models can be deployed and operationalized to predict future outcomes – all without ever writing a single line of code. Starting with the ...
The Revenue Operations Analytics template helps you uncover key insights for your Sales Leaders and Sales Reps for a more accurate forecast and better visibility into your pipeline and activity trends. Build up your team with the help of key metrics such as quota attainment, a projected forecast, and account reach to boost your team ...
In the past few releases, we have seen the hard work behind the new Data Prep (recipes) emerge. While Data Prep aims to make it easier for users to get started with transforming data and creating datasets for insight, there might be a few question marks if you are used to navigating the dataflow. Hence ...
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 ...
🇯🇵 Read in Japanese Einstein Discovery allows the business scientist to explore patterns, trends and correlations in business data using Stories. The Story answers various questions, depending on the data it was trained on. Examples include Opportunity win-rate analysis, proprensity-to-buy (PTB) and Case average handling-time (AHT) or satisfaction (CSAT) in customer service. One particularly useful component that results automatically from ...
We are now expanding our Smart Transform offering in Tableau CRM! You can now participate in a Smart Transform Pilot Program and explore the upcoming features first hand! As part of the pilot program in Spring ‘21, we are introducing Clustering, Time Series Forecasting, and Pivot in Aggregate in Data Prep to make your recipes ...
After the introduction of the new Data Prep that allows you to transform and prepare your data in a whole new way, more innovation is coming to Tableau CRM. The team is currently working on a new and exciting, blazing fast version of the Data Manager. This post comes as a preview of the work ...
