7 Top Takeaways from Tableau Conference 2024
Tableau Conference 2024 is in the books! Every year, we’re clued into all the exciting new things to come for the future of Tableau. As a perennial Tableau Ambassador, and an annual Iron Viz hopeful, I wait every year to see what they have in store! Take a look below to see my key takeaways […]
Machine Learning Operations: Do You Have These 3 MLOps Roles on Your Team?
As interest in AI and machine learning capabilities continues to grow, so does the need for organizations to put MLOps roles in place to help leverage the technology effectively. It’s no surprise that multiple positions requiring machine learning knowledge made LinkedIn’s Jobs on the Rise report this year. Building machine learning solutions not only requires […]
Level Up Your Lending Game: Summer ’24 Release for Salesforce FSC
Loan officers navigate a dynamic lending landscape, constantly adapting to changing regulations, evolving client expectations, and the need to streamline complex processes. Technology becomes your greatest ally when it keeps pace with these demands. That’s why understanding the features of the latest updates, like those in the Summer ’24 release of Salesforce Financial Services Cloud […]
Migrating to Snowflake from Azure SQL: 5 Keys to Success
With the explosion in data and analytics demand, organizations are reaching the limits of their existing data platforms. Even cloud-based platforms like Azure SQL, while an improvement over on-premises technologies, are unable to provide the scalability, performance, and elasticity needed to enable a modern analytics capability. To meet this challenge, data leaders are migrating to […]
CRM Analytics vs. Tableau: What Should I Choose for my Salesforce Use Case?
When Salesforce purchased Tableau in 2019, the speculation began on how that product might complement (or compete with) Salesforce’s existing analytics tool, Einstein Analytics. Five years and two name changes later (it is now CRM Analytics) — plus a somewhat shifting roadmap for the Salesforce analytics suite of products — and we are finding many […]
Salesforce Dynamic Pages: Enabling a More User-Centric Design Approach
Designers, consultants, and developers constantly face challenges related to user adoption and enablement. To alleviate and potentially eliminate these challenges, it is crucial to implement a user-centered design approach throughout the entire solutioning process. When a user accesses a website or opens an app to complete a task, they are more likely to choose the […]
Follow the Money: Tracking Customer Money Flows with Salesforce Data Cloud
In today’s information age, a challenge confronts banks — how to gain a clear, reliable, and accurate view of their own customers. The culprit? A wealth of data, often fragmented across disparate systems. While the data is abundant, it often tells an incomplete or inaccurate story. A simple question like “Did a customer’s money stay […]
Getting to Know Salesforce Consumption Forecasting and Flexible Pricing Models
While the consumption-based (or “usage-based”) pricing model isn’t necessarily new, it’s becoming increasingly popular in industries that haven’t typically used it in the past — like tech and manufacturing. But what does that mean for those sales and revenue operations teams that have to completely rethink the way they forecast? In this article, we’ll look […]
Leverage CRM Analytics Parameters to Filter Tableau Views
Several months ago, Salesforce released the “Publish to Salesforce” capability on Tableau. This allowed users to publish their Tableau dashboards or views to Salesforce CRM Analytics (CRMA) for use in a component object. Publishing to Salesforce made it very helpful for consumers of CRMA and Tableau to be able to access analytics in one place. […]