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
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 Sales Cloud Consultant Certification Exam
As a newly minted Certified Sales Cloud Consultant, I am sharing my study experiences with you and want you to be the next one to ace it! So, get ready and dive in! 👉 As you are here, you may want to check out the How to Pass Salesforce Field
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
