Tableau is an important tool in the Salesforce.com ecosystem that allows businesses to easily explore their data and highlight trends using powerful visualization tools. By building data visualizations and dashboards that can be embedded into web pages and reports, as well as Salesforce, organizations can create a seamless intelligent experience that integrates business strategy with
Intervals Enhance the Intelligent Experience Forecasting sales is a hard problem for businesses to solve, especially given that the focus on hitting an exact number is often top of mind for decision-makers. However, it is difficult to predict an exact number, even when organizations have access to high-quality data and sophisticated predictive models. Business processes
It has been almost 8 months since Salesforce announced its plans to acquire Tableau, and 3 months since the acquisition cleared European anti-trust reviews allowing the companies to officially merge. While Salesforce is still working through what the long-term product roadmap will look like, one thing is already clear: In the near-term, both Tableau and
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
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
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
Tableau Conference ‘19 in Vegas has come to a close and it was an incredible event! Over 20,000 people focused on using data to improve lives, company performance, and organizational effectiveness. I have attended several Tableau Conferences in the past, and the energy at this year’s event was palpable. With the Salesforce acquisition, the Tableau
Dreamforce 2019 was a whirlwind of activity and announcements and the analytics space was no exception. While more details will be shared in the coming weeks and months on new features and functions, I thought it would be helpful to share some first impressions. One theme we saw repeatedly at Dreamforce was Salesforce’s focus on
We’ve Gone Platinum! That’s right – Atrium is now a Certified Platinum Salesforce Partner and we couldn’t be more excited! We want to give a huge shoutout to our incredible partners, employees, and Salesforce for making this possible and for being a part of Atrium’s journey to Platinum! We couldn’t have done it without you.
I recently came across a use case in Einstein Analytics which I’m sure many people have run into in the past. How do we handle yearly “to date” comparisons? Say we want to analyze our sales YTD. That is pretty easy, we just use the “Year to date” filter on our date field. But what