On-Demand Webinar: Trends in Financial Services with Salesforce Artificial Intelligence

On-Demand Webinar Trends in Financial Services with Salesforce Artificial Intelligence Overview This webinar focuses on common use cases in Financial Services for embedding intelligence into the Relationship Manager’s use of Salesforce – whether you are a Banker, Wealth Advisor, or Insurance Agent. Understand how data from Salesforce and other external systems can provide predictive capabilities, […]

Dreamforce 2019: Analytics First Impressions

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. The Einstein team is making a major investment in industry-specific solutions. […]

Atrium Expands Enterprise Analytics Capabilities with Tableau Partnership

(INDIANAPOLIS – November 6, 2019) – Atrium, a next-generation consulting company that leads enterprises through a business transformation with AI and analytics, today announced a partnership with Tableau Software, the leading visual analytics platform, in order to further assist enterprises in leveraging their data through the power of AI.

Einstein Analytics Tips & Tricks: Comparing Sales YTD vs Sales PYTD

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 […]

Expert Insights: Understanding the Einstein Analytics Timeseries Function

Salesforce Einstein Analytics recently came up with new SAQL functionality, which allows users to forecast future details using their existing data. This would allow the users to make effective business decisions based on what the predictions are. Before getting into the details of the function and the inputs it requires from the users, let’s understand […]