In our blog A Closer Look at CRM Analytics Dashboard Viewer Features we looked at end-user functionality. This blog is a quick look into the Dashboard Builder, it is tailored for users who build and manage dashboards within CRM Analytics. Continue reading “Drive for Data Insights: Dashboard Builder Tips and Tricks for CRM Analytics”
Author: Jiri Dvorak
Gathering Requirements for Analytics: Mastering the Art
In the fast-paced business landscape, analytics stands as a pillar of informed decision-making. But before diving in, it’s essential to gather the necessary data and inputs effectively. Continue reading “Gathering Requirements for Analytics: Mastering the Art”
A Closer Look at CRM Analytics Dashboard Viewer Features
In the realm of data analysis and reporting, CRM Analytics stands out in the way that it empowers the end user, the dashboard viewer. Its visualisation features offer a user-friendly interface that transforms complex data into understandable and interactive visuals. Continue reading “A Closer Look at CRM Analytics Dashboard Viewer Features”
Unlock Data Insights with CRM Analytics Visualisations
Salesforce CRM Analytics is a powerful tool that allows organisations to analyse and visualise their data in a user-friendly and intuitive manner. In today’s data-driven landscape, businesses face the challenge of extracting meaningful information from vast amounts of data. That’s where CRM Analytics comes in.
Continue reading “Unlock Data Insights with CRM Analytics Visualisations”
Manage Record Types with SFDX
Have you ever faced the task of updating profile assignments of record types? This can be a time-consuming and complex task. Let’s see how we can manage record types with SFDX.
New CRM Analytics Viz Features
It is that time again, release notes and previews show us what is coming in the near future. And as you would expect, we have seen some truly remarkable additions to CRM Analytics (Tableau CRM) with the Salesforce Spring ‘22 release.