(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。
Gaining Data Cloud Observability with the Power of Reports and Dashboards
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 ...
( 翻訳 ) AIで 生成された 数式を 使い Salesforce レポートを 整形
Summer \'24リリースで追加されたこの機能は、生成AIにより数式作成をサポートします。
Transform Salesforce Reporting with AI-Generated Formulas
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, ...
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 ...
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, ...
Introducing Reports & Dashboards for Data Cloud
In today’s data-driven world, businesses rely on timely and actionable insights to make informed decisions. Salesforce has been instrumental in helping organizations manage their customer data. Now, with the introduction of Salesforce Data Cloud, organizations can seamlessly integrate external data with their Salesforce CRM data, ensuring they have unified, real-time, and relevant information about their ...
What-if Analysis with CRM Analytics
Testing scenarios has been the number one goal since day one of computing. One great example of this is Deep blue, the first computer to win a chess game vs the world champion while running all possible scenarios as fast as possible. Fast forward to today, and computers are still used to run scenarios of ...
Introducing Slack for Lightning Reports and Dashboards
With the new CRM Analytics app in Slack you can find Operational Analytics or also known as Lightning Reports & Dashboards, view details, view snapshots of report charts & dashboards, and get subscriptions delivered right to where you and your teams work. This is a way for Slack users to view and leverage the Lightning ...