If you’re a Reporting customer, you’re probably well-versed with the concept of a Report Type (if not, this post is a great introductory post). A report type is a lightweight data model that lets you define object joins and acts as a template to create Reports. You can join up to 4 objects, and the ...
Did you know that Data Cloud Reports and Data Cloud Dashboards can provide enhanced visibility into your Data Cloud configuration and daily processes? With Data Cloud Reports, you can: Additionally, Data Cloud Dashboards allow you to organize all your reports onto a single page for a comprehensive view. Overview of Data Cloud Reports and Dashboards ...
We are thrilled to announce the general availability of a groundbreaking feature in the Salesforce Reporting product suite: Formula Generation for Lightning and Data Cloud Reports, powered by Einstein Generative AI. You can now seamlessly integrate AI-generated formulas into your reports with a few clicks. Why This Matters In the fast-paced world of data analytics, ...
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 ...
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 ...
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, ...