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.
In February 2024, Salesforce introduced Einstein Copilot, a powerful Generative AI tool designed to transform the way you work in Salesforce, saving you valuable time and boosting your productivity. But how do you harness this potential?In this post, I’ll break down how Einstein Copilot works, and guide you through the process of creating your own
Sales and RevOps leaders know that to remain competitive today, their teams need data-driven technologies that surface actionable, predictive insights to help them win more deals and hit their goals. Revenue intelligence solutions use data and AI to provide information that sellers can confidently act on, like sales forecasts, red flags in the pipeline, upsell
Everywhere you look, Generative AI models are the talk of the town. Companies are increasingly focused on finding ways to drive higher operational efficiency through automation, software improvements through increased functionality, or better, more personalized experiences for their customers. At the end of February 2024, Salesforce released a bevy of new Generative AI-based tools intended
In today’s rapidly evolving financial landscape, outdated methods for identifying primary clients cost banks revenue and growth potential. Competitors who use data to identify their clients’ primary financial institutions are gaining an edge over banks with a limited understanding of their most valuable customers. The concept of a “primary client” is essential for driving customer
It’s important for sales teams to be able to track a variety of metrics, from pipeline to closed deals and beyond. How can you best use Tableau to not only track those metrics but make them actionable — and make your team stronger as a result? Here are 7 Tableau sales dashboards that will help
Everyone from LinkedIn influencers to your mom’s hairdresser seems to have an opinion about AI these days. And it’s great that these conversations are happening and people are excited to talk about what tools like generative AI and machine learning mean for the future of technology (and humanity). With the increasing AI buzz and new
Manual data manipulation in Excel is common. However, collecting data from disparate sources and cleaning, filtering, sorting, pivoting, and doing calculations manually not only takes lots of time but also makes mistakes more likely. Tableau Prep can not only complete all of the most common data manipulation steps but it also adds capabilities like Joins
If you’re anything like us, you’re running — not walking — to sign up for Salesforce Einstein 1 (formerly Salesforce UE+). First announced at Dreamforce 2023 and made available in December ‘23, this new super SKU has everything you need to take your data, AI, and CRM strategy to the next level. What’s included with
If you’re no stranger to the internet, you likely know that many websites include the option to view pages in both light and dark mode. Light mode is generally a white or light-colored background with darker font, while dark mode is the opposite. Did you know that within CRM Analytics, you can create toggles that