On-Demand Webinar: Wealth Asset Management Demo: Reduce At-Risk Assets with Predictive Insights in Tableau
Wealth Asset Management Demo Reduce At-Risk Assets with Predictive Tableau Insights Surfaced in Slack Overview How can wealth asset management firms identify and solve for client attrition? Get a firsthand look at our business science embedded predictive dashboard built in Tableau and see the value of easily accessible, meaningful insights. You’ll see at-risk assets, percentage […]
Tableau CRM Summer ‘21 New Features: Everything You Need to Know
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 […]
Secure Your Salesforce Org with Multi-factor Authentication… Here Is Why
Security threats are ever increasing. As a result, many businesses are placing a greater emphasis on protecting their systems and data. Below are eye-opening cyber security stats: 95% of cybersecurity breaches are caused by human error. (Cybint) 88% of organizations worldwide experienced spear phishing attempts in 2019. (Proofpoint) 68% of business leaders feel their cybersecurity […]
Who are Tableau Ambassadors and How to Become One
Who are Tableau Ambassadors? Put simply, they’re power users of Tableau CRM, the native analytics and AI solution for Salesforce. They love to share their expertise in this specialized platform, and provide a bridge between the Salesforce Trailblazer and Tableau communities. Tableau Ambassadors represent the spirit and voice of the Tableau community. As an Ambassador, […]
How to Test Code Coverage in Salesforce (Useful Tips and Techniques)
Salesforce comes with many out-of-the-box features and functionalities that can be customized to meet a client’s requirements. Testing in Salesforce involves validating the configuration and customization on the basic Salesforce org. However, this testing is quite challenging when we need to test only our custom code rather than Salesforce as a whole. First, it’s important […]
How to Implement Salesforce CI/CD with Github Actions
If you use GitHub for version control, you might be aware of its native CI/CD implementation. They call this feature GitHub Actions. According to GitHub, it “helps you to build, test and deploy your code directly through GitHub”. It gives you the ability to run tests and deploy code automatically. During the initial versions of […]
5 Benefits of Salesforce Financial Services Cloud
How does your financial firm manage relationships and deliver personalized service? The ways we maintain customer relationships has changed for the better in large part due to the capabilities brought by CRM. However, building relationships with new and existing customers, increasing revenue, and delivering the right personalized information at the right time takes a specialized […]
AppFlow: The “Glue” Between AWS and Salesforce
Modern enterprise organizations are continuing to adapt data science solutions in multi-cloud environments, driving the importance of the ability to seamlessly integrate data across environments in a simple and secure way. In many of these organizations, sales representatives, support services, and marketing experts spend the majority of their time within a cloud-based Customer Relationship Management […]