AnalyticsKata: CRM Analytics Pie Chart vs. Bar Graph
If you’ve worked with bindings in CRM Analytics dashboards, you’re likely already aware of the amazing capabilities that they provide. Bindings allow you to dynamically change groupings, calculations, and more in charts and tables. But did you know that you can also use them to change chart types? For this week’s Kata, we’ll be using […]
On-Demand Webinar: CRM and Salesforce Data Cloud: 360 Data Insights and Action with AI for Tech Businesses
On-Demand Webinar CRM and Salesforce Data Cloud: 360 Data Insights and Action with AI for Tech Businesses The combination of AI and CRM has the power to provide today’s tech businesses with the actionable insights and harmonized data they need to succeed. But with so many new advancements, how are you keeping up with the […]
AnalyticsKata: CRM Analytics Tooltips
One of the great things about CRM Analytics dashboards is the ability to create dynamic dashboards that are not only nice to look at, but that also allow you to provide all the information and detail you need to make informed decisions. One great way to do this is to add dynamic tooltips to your […]
On-Demand Webinar: Salesforce Data Cloud for Media Publishers: Integration Updates to Salesforce Data Cloud, Tableau, and CRM Analytics
On-Demand WebiNar Salesforce Data Cloud for Media Publishers: Integration Updates to Salesforce Data Cloud, Tableau, and CRM Analytics The combination of Salesforce Data Cloud, Tableau, and CRM Analytics is creating new ways for media companies to unlock the potential of customer data. Join us as industry leaders showcase the different real-time data integration options and […]
AnalyticsKata: How to Create a MadLibs Game in CRM Analytics
My favorite way to learn CRM Analytics is by building solutions that do not resemble dashboards. At Atrium, we have used these “CreativeKatas” (aka AnalyticsKatas — get to know more with our first one introducing AnalyticsKatas) to encourage our team to push the platform beyond the traditional dashboard implementation. Today, I will walk you through […]
CRM Analytics Recipes: Data Connections vs. Direct Data
If you’ve worked with data recipes in CRM Analytics, you’re no doubt very familiar with the process of inputting data from Salesforce into CRM Analytics. First, the process begins with adding your data connections on the “Connections” tab of the Data Manager. Here, you’ll add the objects, fields, and filters for the Salesforce objects you […]
Introducing AnalyticsKatas: Challenges to Help You Skill up in CRM Analytics
In your journey to learn CRM Analytics, have you ever felt like there was a gap between an idea and the solution? You wanted to implement a really cool feature, but couldn’t find the right guide to get you there. Something beyond Trailheads and help articles… Enter AnalyticsKata. What is a Kata? A kata is […]
On-Demand Webinar: Salesforce Data Cloud for Financial Services: Integration Updates to Salesforce Data Cloud, Snowflake, and CRM Analytics
On-Demand Webinar Salesforce Data Cloud for Financial Services: Integration Updates to Salesforce Data Cloud, Snowflake, and CRM Analytics Learn how the unique relationship between Salesforce Data Cloud, Snowflake, and CRM Analytics is creating new ways for financial services firms to realize the value of customer data. Watch and learn as industry leaders showcase the different […]
Leveraging a Modern Data Stack: Analytics Tooling for BI Modernization
Almost twenty years ago, a colleague and I used to regularly refer to Excel as the “super tool” because it seemed like more often than not it was at the heart of business processes for companies we worked with. At the time, there were a lot of situations where Excel did as good a job […]