Deepest Gratitude – Happy Thanksgiving!

I’ve firmly believed in gratitude and recognizing one’s blessings daily. Some days it appears as though none exist, and those are the days one needs to look the hardest and give extra thanks. Thanksgiving allows us to step back and be grateful for life’s twists and turns. Amen! There are

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Implement Gamification to Your Salesforce

Big Idea or Enduring Question: How can I use gamification in Salesforce to drive sales?  What are the ways to automate gamification? Objectives: After reading this blog post, the reader will be able to: Create a flow that will automatically post a badge Learn how to use a Decision element

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How to Pass Tableau CRM & Einstein Discovery Consultant Exam

It has been approx three years since I pass the Einstein Analytics and Discovery Consultant exam. In the past few weeks, many people reached out to me asking for guidance and a path to becoming a certified Einstein Analytics and Discovery Consultant. That gives me an idea for writing a blog

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CRM Analytics: Data Security to Control Access to Rows

Big Idea or Enduring Question: How do predicate filters secure your CRM Analytics datasets based on security requirements? Objectives: After reading this blog, you’ll be able to: Use predicate filters to secure datasets Apply sharing inheritance to add additional security to datasets and much more In the past written a

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