#Tableau CRM Analytics , #Einstein Prediction Builder (EPB) #Einstein Discovery
When gathering requirements for a dashboard, it’s important to understand the goals, audience, and key metrics that the dashboard should showcase. To help guide the conversation and ensure that all important aspects are covered, you can ask the following questions: So what’s the best dashboard in Power BI? Or in Tableau, or in Qlik Or…
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Customer service platform that allows businesses to manage customer interactions and support tickets across various channels, such as email, phone, chat, and social media. The platform also provides tools for creating and managing dashboards that display key performance indicators (KPIs) for customer service teams. Here are a few examples of KPIs that can be tracked…
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Data visualization is becoming increasingly important in today’s digital world. It helps us to gain insights from data and make informed decisions. CRM Analytics is a great tool for creating visualizations of data and making it easier to understand. It can be used to create dashboards, charts, maps, and other visuals that make it easier…
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Tableau CRM Salesforce Output connectors allow us to write the outcome of a recipe to any Salesforce org. Steps to achieve. Configure an output connector to the Salesforce org using the Service URL, username (we can utilize Integration user) and password/security token. Create a recipe with input node with Install base dataset and Output node…
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Dashboard JSON, and the Dataset Analytics Extended Metadata (XMD) JSON, These are two different files.The Dashboard JSON is used to customize the page layout, For this, use the : CTRL + E. Examples of tasks you can perform on dashboard JSON: what type of charts, how are they spaced, types of queries ran. The Dataset…
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In this article, I will share some Compute expressions examples. As you know Compute expression is basically used to add additional fields, and these additional derived fields preparation formulas are very important for datasets building process. Below are few very simple expressions to get started with compute expressions and understand different ways of building them….
For Business Analytics we need to transform data into actionable insights that inform an organization’s strategic and tactical business decisions along with the current state of the business or organization. Data transformation is the process of converting data or information from one format to another, usually from the format of a source system into the…
Suppose we have requirement for checking some specific fields values and we have to show percentages/Average/some calculation of them on Dashboard. We have the calculations at the dashboard level in a step/widget. And we want to know the trend of this data, how the data is getting evolved on daily basis. This data will provide…