At Salesforce’s Dreamforce 2017 I will be speaking about Einstein Analytics in the Admin Theater. The session is called Einstein Analytics: Genius Dashboards. In preparation for my session, I have written three blogs that make up my talk. If you find my session interesting here are the key takeaways (please don’t use this as an excuse ...
Do you have dashboards that are not tied to a specific timeframe? Or is your imports to Einstein Analytics not done on a daily basis? How do your users know what time period they are looking at data from? Well, I have a way for you to easily portray this to your users using two ...
When you start with Einstein Analytics the first time is spent learning how lenses and dashboards work and how to explore your data further maybe even how to get your data sets into Einstein Analytics. But there are more to the tool than just pretty graphs that facet with each other. Soon you will get ...
Einstein Analytics is a powerful tool but as you might have noticed it doesn’t work like standard reporting. Because of the unique way data is stored in form of inverted indexing you can change data on the fly. So unlike other tools, including Salesforce standard report builder, you can in Einstein Analytics allow the user ...
Are you planning on taking a Pardot certification and want to test your knowledge? I’ve created a series of questions to help determine if you are ready to take the certification. Please be aware that these questions are not taken or memorized from the actual certification, rather they are created from scratch in order to ...
Creating a dashboard is easy, but making it meaningful is much harder. This applies to any dashboard not just Einstein Analytics. Think about it, how many times have you looked at a dashboard you didn’t create yourself and ended up spending several minutes decoding what you were looking at? Is the pipeline for this month ...
I regularly get asked how to study for the Pardot certifications. My honest answer is I am not 100% sure. The reason being I took my Pardot Consultant certification in December 2014 and my Pardot Specialist certification in August 2015 (Beta). I remember thinking and giving the feedback that the specialist questions were very similar ...
Last year Salesforce launched “Wave for B2B Marketing” now known as “B2B Marketing Analytics” giving Pardot users insight in their marketing engagement and pipeline with 3 dashboards. I’ve been lucky enough to get access to the tool and I’ve done a blog post as well as two talks for the London Pardot User Group on the ...
Wow, this is exciting in the world of Pardot! I love automation rules in Pardot, it simply allows you to automate some of your processes like assigning profiles and grading them according to defined criteria. However, one big drawback is that automation rules only run once; the first time the prospect match that criteria. So let’s ...
The Summer17 Release of Salesforce Wave has given us some enhanced bindings as mentioned in my blog on the new release. I know, I will be enjoying this enhancement a lot. So I thought why not share how you could use the enhanced binding to filter dashboards based on the logged in user. I have created ...