If you’re late to the party, Data Prep recipes have arrived as the next-generation data platform. With recipes you can quickly blend, enrich, and export your data with an easy-to-use visual editor and real-time data preview so you can see the impact of your transformations on the data as you build. Another key benefit of ...
The communications industry is hyper-competitive, going through significant changes such as increased customer expectations, accelerated digitization, and new technology like 5G and IoT. We’re at a time where connectivity is becoming a commodity, and communication service providers (CSPs) are investing in technologies that will help them provide differentiated experiences, which historically has been a challenge ...
Integration and calculations can be challenging when implementing a new greenfield implementation of Salesforce. But we also often see post-implementation that there is a need to update CRM from external sources. Here, there are many choices around integration patterns involving different tradeoffs and skills. In any of these scenarios, usually, one of the most critical ...
Over the years Salesforce has expanded the analytics tools and capabilities for customers to look at their data from Salesforce Operational Reporting (OR) also known as Lightning Reports & Dashboards to Tableau CRM (formerly Einstein Analytics) including Einstein Discovery and, with the latest analytics addition, Tableau. With the expansion, it can be a little difficult ...
With the Summer ’21 release, we introduced a long-awaited feature that should help you greatly with your productivity: copy-paste. This will help you reuse content built within the same dashboard but outside of it too! You read it right, the new copy-paste feature will work across dashboards, apps, and components allowing you to easily reuse ...
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 ...
Let’s assume that your Business Science team has created a great Einstein Discovery model and has deployed it for consumption. As an admin, you are responsible for utilizing this model in your Salesforce instance. In this blog, we are going to go over a specific use case discussing embedding Machine Learning generated predictions inside validation ...
A key pillar in the CRM landscape is pipeline management, where sales representatives track sales opportunities that progress through various stages until closure. This process results in either winning the specific sales opportunity or closing the opportunity without winning the business. The latter may be because the opportunity was lost to a competitor, because the ...
