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
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
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
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
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
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
Contributing Authors: Tyler Pollard, Emma LeMasters This is the second post in a short blog series focused on preventing customer churn using a centralized data hub. Here’s an infographic version of the series! Getting the Right Data with the Right Tools As mentioned in Part 1 of this series, our fictional company, Magenta Inc., is
The marathon is one of the most popular and captivating events of the modern Olympics. Usually scheduled on the last day, it’s an exciting, drama-infusing climax to the Summer Games. If I could choose one word that represents the spirit of the marathon, it would be achievement. As the legend goes, the first marathon is
By now, you’ve probably engaged with a chatbot at some point when browsing a website or using a mobile app. According to Salesforce, the number of service organizations that expect to utilize a chatbot within the next 18 months grew 136% in 2019. It’s no surprise, as it allows many of their agents to spend
Tableau CRM, formerly Einstein Analytics, was originally purpose-built as a source for aggregating Salesforce data and surfacing this data (in tables and visualizations) with the option for rapid faceting. As the tool has grown, and with the notable inclusion of Einstein Discovery, Tableau CRM has come into its own as a one-stop-shop for your Salesforce