Visualize and Prevent Customer Churn in Salesforce Using Tableau CRM and Snowflake
By: Katie Toyoshima, Aurora Rosin, & Nate Van Roosendaal In the first installment of this blog series, we took a look at Magenta Inc.’s issues with customer churn. In Part 2, Magenta’s Senior Data Architect, Jake, integrated the company’s data into Snowflake, alongside existing data from Salesforce. The data from the centralized data hub was […]
Lightning Web Component Use Cases in Analytics Dashboards
I recently tested out a new beta feature that the whole community should be excited about. Salesforce is bringing LWC to Analytics Dashboards, which will improve the whole experience. What’s the big deal? On the Analytics side, we have a few solid options for providing functionality in Dashboards. We can add in Dataset and Bulk […]
A Treatise on Data Science and Customer Churn
Contributing Authors: Peter Ottsen and Anthony Nardiello Proactively Addressing Churn with Data Science In part 1 of our series, you were introduced to Magenta Inc., a fictional company facing issues with customer churn. Elaine Gadget, Magenta’s Senior Sales Representative, has already worked with her team to identify an important problem—the sales team has no visibility […]
How To Use Workbench In Salesforce
Workbench is a powerful application that helps developers interact with their Salesforce data. It allows users to quickly and easily insert, update, and export data, and much more! Up to 5 million records can be used, so if you have a lot of data, this is the perfect solution for you. We’ll cover these features […]
New Frontier for Customer Retention
Getting started with an effective customer retention strategy isn’t as easy as one would hope. As we tackle the concepts that make for an effective customer retention strategy, we revisit our data-driven approach and Atrium’s method of determining your readiness to adopt intelligent solutions in aiding customer retention. Atrium uses a readiness assessment that can […]
How to Integrate Gmail with Salesforce (Use Case Example Included)
Ask any sales rep what the biggest time drain is in their workday and the answer will be the same. Surprise, it’s emails! OK, it’s not that surprising, but the actual extent of it might catch you off guard. It’s estimated that 28 percent of their day is spent between emails and Salesforce. For anyone […]
Omni-Channel: Setup and Configuration
Salesforce has unquestionably revolutionized the way businesses handle customer relations. But before you get a solid grasp on the platform, you may find yourself doing unnecessary work. Take, for instance, case routing. When a case is created in Salesforce, are you manually assigning it to the proper agent? If so, you’re in luck! There’s a […]
How to Successfully Enable ICU Locale Format Update for Salesforce Orgs and Why
If you’re a Salesforce admin, you’ll likely see a pending release update in your Salesforce org about enabling ICU locale formats. Below, we will discuss what this means and how it can be enabled for end users. Why is an ICU locale format update needed? Before the Winter ’20 release, new Salesforce orgs used the […]