Trying to get data into the right form is half the battle when it comes to analytics. This challenge is meant to show off some of the functionality of CRM Analytics recipes, while also tackling a realistic use case. (New to the idea of an AnalyticsKata? Refer back to our very first challenge!) AnalyticsKata: Reshape
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
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
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 how
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
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 a
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
Authors: Tyler Pollard, Buzz Wells With the introduction of Salesforce Genie at Dreamforce ‘22, Salesforce is giving its customers the capability to connect with data across various platforms in real-time, in one place. Not only will users be able to connect to customer data at scale, but they’ll be able to engage with it holistically,
The big announcements and session content at this year’s Dreamforce did not disappoint. Announcements around data seemed to center around three common themes: Salesforce Genie, Slack, and the current economy. Going into more technical detail around each, we’ll ensure you’re better prepared for the changes and advancements to come. What’s next for Salesforce Genie The
When we integrate analytics into business processes, we can connect multiple data sources, view or edit reports and dashboards, and toggle features for end users. We can also customize our actions based on customer interactions with dashboards and visualizations. This is known as embedded analytics. Companies are taking advantage of this and putting the dashboards