AnalyticsKata: Reshape Data Using a CRM Analytics Recipe
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 […]
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 […]
How to Use Einstein GPT in Salesforce and Other Generative AI Solutions
Authors: Paul Harmon and Josh Fleischer Interested in getting the most out of generative AI embedded in CRM? Many companies are. A recent study by McKinsey indicated that commercial leaders think organizations should be using machine learning and generative AI “often” or “almost always.” Salesforce recently announced a partnership with generative AI giant OpenAI, and rolled out a […]
Tableau Takeaways from a Recent Salesforce Data Cloud Partner Workshop
I attended the Salesforce Data Cloud Partner Workshop in Washington, D.C. at the end of May and gained more context for how businesses can take advantage of the power of Data Cloud and important requirements for successful implementations. Here are some of my key takeaways and thoughts coming away from the two-day workshop. Salesforce Data […]
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 […]
Inside the Salesforce Data Cloud Spring 2023 Release and New Starter Pack
Contributors: Braden Larmon, Rick Arnett, and Patrick Scherder Salesforce Data Cloud is an evolution of Salesforce CDP that more completely connects Salesforce and third-party data. This will enable a true 360-degree view of the customer and personalized engagement at scale — essentially helping you get more out of customer data across multiple Salesforce orgs without […]
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 […]