Big Idea or Enduring Question: How to Launch a Salesforce Flow from a CRM Analytics Dashboard? Objectives: After reading this blog, you’ll be able to: Launch screen flows from CRM Analytics dashboards Pass values to flow variables from CRM Analytics dashboards And much more Business Use case Janel Parrish is working
Category: CRM Analytics
Create a Lightning Web Component for CRM Analytics Dashboards
Big Idea or Enduring Question: How Do You Create a Lightning Web Component for Use with CRM Analytics Dashboards? Objectives: After reading this blog, you’ll be able to: Create and embed a custom Lightning Web Component in CRM Analytics Dashboards. Display data in a Lightning Datatable, including handling blank fields.
CRM Analytics: Categorize Data with Bucket Field
Big Idea or Enduring Question: How do you categorize report records in CRM Analytics to make analysis easier? Objectives: After reading this blog, you’ll be able to: Add a bucket field while working with Data Prep (Recipe) Different ways to create bucketing in CRM Analytics and much more In the past
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
CRM Analytics: Replace Nulls With Specified Values
Big Idea or Enduring Question: How do you replace null with specified values when working with Datasets or Recipes? Objectives: After reading this blog, you’ll be able to: Work with CASE Statements or coalesce formula Apply logic to replace the null value with the specified value and much more In
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
CRM Analytics: Create a Dataset Using a CSV File
Big Idea or Enduring Question: How to create a dataset using a CSV File? Objectives: After reading this blog, you’ll be able to: Create a dataset using a CSV file Update the dataset to add a new column Restore a dataset version and much more In the past written a
CRM Analytics: Write Recipe Results to Multiple Datasets
Big Idea or Enduring Question: How to save recipe results to more than one dataset? Objectives: After reading this blog, you’ll be able to: Understand CRM Analytics recipe and dataset Create a recipe by joining tables Save recipe outcomes to two datasets Business Use Case Donna Serdula is a System