Tableau CRM – Best Practices for a faster dashboard
You may be a Tableau CRM dashboard builder who intends to build performant dashboards, but you don’t know where to […]
Dashboards and Widgets
Dynamic Gauge Charts in Lightning Dashboards
Want to measure dynamically how you’re trending towards your business goals? Introducing Dynamic Gauge Charts in Lightning Dashboards! Gone are
What happens when you make your Salesforce Reports Intelligent?
Insights, immediate value, and more insights! In Summer ’21 we introduced the all-new reimagined Einstein Discovery for Reports. This product
Inline Editing for Salesforce Reports
Hello Trailblazers, Up until now, reporting was primarily a view-only tool. You mainly built Salesforce reports to visualize your data
Jazz up those tooltips with custom text & visualizations
At Tableau CRM (Formerly Einstein Analytics), the authoring experience team is particularly obsessed with enabling users to build rich, engaging analytical
Get Insight and Analyze Data, Spring 21
Making the Lightning Report Builder faster
Is the Lightning Report Builder not fast enough? We hear you and are making changes! We’ve been hearing a lot
Get Insight and Analyze Data, Winter 21
Make your dashboard flexible with component widgets
Today I want to introduce a new (revolutionary) feature we’ve built in Tableau CRM (formerly Einstein Analytics); it’s called Dashboard
Get Insight and Analyze Data, Winter 21
Auto Add Fields to Custom Report Types
Do you love custom report types but find them too difficult to manage? We understand that it can be time-consuming
Get Insight and Analyze Data, Summer 20
Deleting custom maps
Custom maps are great! I love how you can simply visualize your data in any given way – I’ve previously
Get Insight and Analyze Data, Summer 20
Subscribe to get report attachments directly in your inbox
Operational Reports & Dashboards is one of the most heavily used features within Salesforce with a large footprint. It enables