CRM Analytics Recipes: Data Connections vs. Direct Data
If you’ve worked with data recipes in CRM Analytics, you’re no doubt very familiar with the process of inputting data from Salesforce into CRM Analytics. First, the process begins with adding your data connections on the “Connections” tab of the Data Manager. Here, you’ll add the objects, fields, and filters for the Salesforce objects you […]
A Guide to Evaluating Financial Services Cloud if You Already Have Salesforce
A lot has changed since Salesforce first released Financial Services Cloud (FSC) in 2015. At first it was primarily a standardized data model with a couple of lightning web components to help illustrate relationships and an advisor’s daily view. Salesforce has iterated on it in the years since and added a host of new functionality, […]
Introducing AnalyticsKatas: Challenges to Help You Skill up in CRM Analytics
In your journey to learn CRM Analytics, have you ever felt like there was a gap between an idea and the solution? You wanted to implement a really cool feature, but couldn’t find the right guide to get you there. Something beyond Trailheads and help articles… Enter AnalyticsKata. What is a Kata? A kata is […]
How HDA Quickly Supported Flood Victims With Improved Salesforce Infrastructure
Housing Development Alliance, Inc. (HDA) is a nonprofit affordable housing developer located in East Kentucky. With fewer than 50 employees, their mission is to use the power of housing to transform lives and build a brighter future for their community. To date, they have helped roughly 3,000 low-income people in rural Southeastern Kentucky become homeowners, […]
Journey from College to Consulting With Atrium’s 2022 Luminate Cohort in Jaipur
Contributors: Khushi Chaplot, Kriti Sharma, Anushka Sharma, Prachi Behl, Tanisha Dhemla, Shivam Tailor, Pallav Vyas, and Devyanshi Khandelwal Change is inevitable, and the transition from college to corporate life is one big breakthrough that almost every fresh graduate experiences soon after graduation. It seems both exciting and intimidating because it is a life-changing transformation […]
Kendall Mercado Announced as Media Industry Lead, Solidifying Atrium’s Growing Media Practice
Atrium bolsters a growing CMT footprint with the appointment of a new Media Industry Lead Indianapolis, January 18, 2022 – At the forefront of consulting services and solutions built on the Salesforce platform, Atrium has a known presence and stake in the ecosystem that has grown exponentially since its founding five years ago. With proven […]
Leveraging a Modern Data Stack: Analytics Tooling for BI Modernization
Almost twenty years ago, a colleague and I used to regularly refer to Excel as the “super tool” because it seemed like more often than not it was at the heart of business processes for companies we worked with. At the time, there were a lot of situations where Excel did as good a job […]
Looking Ahead at 2023 in Business Technology Trends and Salesforce Events
Welcome to 2023! When I was a kid, I imagined what life would be like in the 21st century. Surely I would enjoy flying cars, space tourism, and a robot sibling who wouldn’t steal my Legos. I never imagined smartphones, wireless internet (or internet at all), or chatbots. But here we are. With the new […]