Insights, immediate value, and more insights! In Summer ’21 we introduced the all-new reimagined Einstein Discovery for Reports. This product allows you to enhance and augment your experience with Salesforce Reports. With Einstein Discovery for Report [EDR], you can very easily unravel data insights with a couple of clicks within moments. But you might have ...
Hello Trailblazers, Up until now, reporting was primarily a view-only tool. You mainly built Salesforce reports to visualize your data in different forms, slice and dice the data, add charts to it, and build dashboards. But as we think about what’s next for reports, what if we were to reimagine the entire concept of reporting? ...
At Tableau CRM (Formerly Einstein Analytics), the authoring experience team is particularly obsessed with enabling users to build rich, engaging analytical experiences that include fluid layouts, interactions, navigation & beautiful animations to break the mold of endless grids of static visualizations. As we explore new paradigms for presenting insights, ‘Progressive Disclosure’ is an interaction design pattern ...
Is the Lightning Report Builder not fast enough? We hear you and are making changes! We’ve been hearing a lot of feedback from our customers that the Lightning report builder is slow. Sometimes it can take a while for the UI to respond after you add or change a column or filter. We understand how ...
Today I want to introduce a new (revolutionary) feature we’ve built in Tableau CRM (formerly Einstein Analytics); it’s called Dashboard Components. What is it? Essentially, it’s a container with pages that allows you to quickly create and reuse dynamic areas of a dashboard. Why is this awesome you ask? First, because who doesn’t love a ...
Do you love custom report types but find them too difficult to manage? We understand that it can be time-consuming to add new custom fields to custom reports, especially when your org has many custom report types. Now admins can manage them even more easily by auto adding new fields to all custom report types ...
Custom maps are great! I love how you can simply visualize your data in any given way – I’ve previously covered maps with some examples – see here. But some times you may want to delete custom maps; some might be too large and you made a more optimized version or your sales regions have ...
Operational Reports & Dashboards is one of the most heavily used features within Salesforce with a large footprint. It enables business users to access and analyze their data with ease to make data-driven decisions. With the plethora of feature requests for reports & dashboards, prioritization is always a juggle. In the past few releases, we’ve ...
Custom maps in Einstein Analytics is a brilliant way of portraying your data. I’ve already done a few blogs on the matter (this and this), but all these blogs assume you have the map ready to go. Let’s have a look if you have found a map but it’s not quite ready yet. How do ...
So I decided to fire up my old computer with a very old version of Adobe InDesign so I could go back in time and create an infographic answering the question “Are you ready to build your dashboard?”. If the answer was “No” to any of the questions I would recommend checking out the Einstein ...
