(翻訳)Data Cloud を使った CRM Analytics の動的フィルターオプション
Data Cloudデータを使ったCRM Analyticsのダッシュボードでユーザーのプロファイルに応じたフィルタリングを実現する方法を紹介します。
CRM Analytics Dynamic Dashboard Filter Options with Data Cloud
You’ve harmonized, transformed, and unified your data in Data Cloud and are finally ready to create a dashboard in CRM Analytics to deliver jaw-dropping insights. You’ve read the previous blog about how to Query data from Data Cloud in CRM Analytics but still have questions about ensuring logged-in users only see data relevant to their ...
How to connect your favorite Data App to Data Cloud
Data Cloud, more than any other Salesforce Cloud, is positioned to be used with external applications. It is engineered to hold both structured and unstructured data, including non-original Salesforce data at scale; so that it provides a unified and complete view of the customer with added enrichment data that supports a full set of use ...
Data Cloud でノーコードでAIモデルを作る
新たに 新機能を加えた Einstein Studio が GA されます！ Data Cloud に新たに Einstein Studio タブ が加わりました。 Data Cloud に アクセスできる ユーザーが 予測 AI モデルと 生成 AI モデルを構築、 接続、 管理できるようになります。 これらの 両モデルは、インテリジェント な意思決定を実現するために、 Salesforce Customer 360 アプリケーション にシームレス に 統合することができます。 訳 AI and Analytics Specialist, Salesforce, Ippei Komi Einstein Studioでは以前から、Amazon SageMaker または Google Vertex AI を使い、データサイエンティストが外部で構築されたモデルにユーザーが接続できるようになっていますが、今回のリリースで、すでにData Cloudを扱い慣れているデータスペシャリストやアナリストが、コードを書くことなく、クリックだけで予測モデルを構築できるなりました。 このブログでは、顧客離れの可能性を予測する例を使用して、Data ...
Mastering Second Generation Packaging in Data Cloud: A Comprehensive Guide
Are you ready to dive into the world of packaging on the Salesforce platform? In this comprehensive guide, we’ll walk you through the process of creating a second-generation package (2GP) in Data Cloud, step by step. But before we delve into the nitty-gritty details, let’s first understand what second-generation packaging is and why it’s considered ...
Ways to Leverage Data Cloud Copy Fields and Related Lists
Let’s say you have a typical Sales or Service rep. Their Admin has set up some cool new insights in Data Cloud, but the rep has no clue how to access that data. Reps are used to their CRM apps; they aren’t about to open Data Cloud and start scrolling through Data Model Objects (DMOs) ...
Build an AI Model With Clicks In Data Cloud
The all new Einstein Studio tab in Data Cloud is now GA and will allow users with access to Data Cloud to build, connect, and manage their predictive and generative models. Models which can be seamlessly integrated into any Salesforce Customer 360 application for intelligent decision making. Previously Einstein Studio allowed users to connect to ...
Understand Salesforce Report Types
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 ...
Reporting on Calculated Insights Using Lightning Reports
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, ...