Your Dreamforce 2022 Recap: Salesforce Genie, Slack Canvas, and Being Back in SF

dreamforce 2022 recap from atrium

For the first time since 2019, Dreamforce was back in its fullest action, live in San Francisco — as well as streamed to thousands of us virtually via Salesforce+ for free. Dubbed a “family reunion,” Salesforce’s biggest annual event brought together Trailblazers, customers, partners, and friends. With it, as many surprises as you’d expect from […]

How to Embed CRM Analytics Dashboards on Your Website

How to Embed CRM Analytics Dashboards on Your Website

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 […]

Using CRM Analytics Dashboards to Modernize Your Sales Metrics

Using CRM Analytics Dashboards to Modernize Your Sales Metrics

I was chatting with my team recently and the topic of sales metrics came up and why CRM Analytics for sales is so important. We were discussing the most valuable metrics to track as indicators of sales performance and what we’ve seen most effectively done, both internally and across our dozens of Analytics customers. Some […]

Maximize the Value of Your Data with Tableau and Snowflake

Maximize the Value of Your Data with Tableau and Snowflake

As we evolve in a world where data is the most valuable and fastest growing resource a business can have, it can be difficult and overwhelming for organizations to prioritize and structure data in a way that can drive predictability and inform strategy for the business. Timing is crucial to decision making as industries experience […]

How to Connect Snowflake to Tableau In Less Than 4 Minutes

How to Connect Snowflake to Tableau In Less Than 4 Minutes (1)

If you’re looking to connect Snowflake to Tableau and wondering how, you’ve come to the right place. This is a step-by-step overview of how it’s done, and I will take a generalized approach that will work for most use cases. What you’ll need A Tableau Cloud license (with a site role of creator & view […]

Snowflake, Salesforce, and Tableau – The Trio for Modern Data Literacy

Snowflake, Salesforce, and Tableau The Trio for Modern Data Literacy

Being a data-driven customer nowadays can be confusing. There are so many choices, and your data lives in very diverse sources. Let me shout something from the top of a mountain—being on the cloud makes it easier and safer. I can be biased since I’ve spent a few years at Snowflake. However, having taken a […]

How to Get the Most Out of Salesforce Event Monitoring

How to Get the Most Out of Salesforce Event Monitoring

As your Salesforce application expands and matures, it’s common for administrators to experience growing pains. As the list of integrations, flows, and user types grows, it can be hard for Salesforce managers to identify problematic pages and other areas of improvement. One add-on that can provide a whole new dimension of system analytics is the […]