Atrium: Year 2 Reflections

We just closed the books on our second year in business and hosted our 2020 leadership team/SKO in San Diego. A fitting time for both reflection and recalibration on how we are going to steer our journey as we start the new decade. Our second year of business brought us tremendous learnings about the market […]

Einstein Analytics Tips & Tricks: Aggregating Datasets with Recipes

What is a recipe? A dataset recipe is simply a saved set of transformations, or steps, that you want to perform on a specific source dataset or connected data. You would use a recipe to perform transformations like combining data from multiple datasets or connected objects, bucketing the data, adding formula fields, and cleansing the […]

Embedding Tableau Dashboards in Salesforce Records using Visualforce

This post will focus on using Visualforce to embed Tableau dashboard in Salesforce records. This method assumes you have already published your Tableau dashboard, and have some Salesforce development knowledge. Embed and Filter Your Tableau Dashboard in Salesforce Lightning Experience Records After you have published your Tableau Dashboard online,  go to your Salesforce org and […]

Expert Insights: Top-Down vs. Bottom-Up Approaches in Forecasting

Machine learning, analytical data visualization tools, and advanced AI are changing the CRM space from one that had traditionally been focused solely on data storage and minimal engagement to something new: full-scale systems of intelligence. Organizations looking towards the future want to take advantage of their historical data to build precise, actionable forecasts. There’s no […]