CATEGORY: general

  • Einstein Analytics – Sankey Chart Review

    September 24, 2017 | Author Andrew Shelton

    For those that work with Einstein Analytics and historic pipeline data, the upcoming Sankey chart is an exciting addition to the chart types suite. The purpose of the Sankey chart is to visualize how values flow from one dimension to another where the width of the flow line is proportional… [Read More.]

  • Einstein Analytics Tips – Hiding columns in Tables Dynamically

    August 17, 2017 | Author Joshua Cappel

    If you have ever needed to create a table in Einstein, you’ll know that there are times that you have to do a calculation but only want to see a result. You’ll be pleased to know that we can statically hide those columns. On the other hand, you may have… [Read More.]

  • Einstein Analytics Summer ’17 – Nested Bindings

    August 4, 2017 | Author Joshua Cappel

    If you skimmed through the release notes for the Summer '17 release of Einstein Analytics, you may have unintentionally missed a new feature available - Nested Bindings. We touched on this briefly when we reviewed the Summer ‘17 release a few weeks ago, but today we are going to go… [Read More.]

  • Using Chatter profile picture in Einstein Analytics

    June 29, 2017 | Author Nicolai Johnson

    Summer is finally here. For many of us this means long walks on the beach, dips in the lake to cool off, tasty ice cream snacks and a new Salesforce release with tons of exciting new enhancements. One of the coolest new features in Einstein Analytics is the ability to… [Read More.]

  • Visualization Best Practices for Einstein Analytics

    June 23, 2017 | Author Akshay Ahuja

      3 Simple tricks to make your Einstein Analytics Visualizations more meaningful.   The old adage "a picture is worth more than a thousand words" is true but if the right visual representation is not used, it becomes misleading and difficult to interpret. The following use cases explain some misrepresentation scenarios… [Read More.]

  • Wave Tips and Tricks : What’s in a Date?

    June 16, 2017 | Author Sukruthi Cherukuri

    Wave is an excellent analytics tool platform for analyzing Salesforce data.  Sales reps and sales operations professionals simply love it since it is integrated within their prime work platform - Salesforce.  Despite all the new features being added in it periodically, some use cases are complex to achieve via Wave’s… [Read More.]

  • How To Find the Hidden Gems Buried in Your CRM

    May 25, 2017 | Author Alana Kaselitz

    CRM & Predictive Analytics So you’re trying to make sense of all the customer data available with your CRM product. You know there’s great stuff in there but you feel like you’re digging and digging. In the dark. With a spoon. And it’s only going to get crazier. The CRM… [Read More.]

  • Salesforce Analytics – Summer ’17 Release review

    May 22, 2017 | Author Ruben Barron

    Salesforce Wave continues to evolve as a product and has just released a new set of features as part of its Summer '17 release that will immediately benefit customers and partners with their analytics initiatives and business user cases. This article highlights some of the new features included in the… [Read More.]

  • Revolutionizing Sales With A Poker Playing AI

    May 16, 2017 | Author Alana Kaselitz

    Artificial Intelligence & Sales Forecasting Here's a scenario that might be familiar to you: You're on the phone with the purchasing rep at a large vendor. They're making buying signs, but the process is starting to drag on. Are you seriously in contention, or would your time be better spend… [Read More.]

  • Bringing predictive and judgement based sales forecasting together

    May 5, 2017 | Author Girish Reddy

    Businesses typically use a “bottoms up” or judgement based forecasting process. This process starts with numbers that individual sales reps commit to based on their judgement. These numbers are then rolled up through the management hierarchy with each manager adjusting numbers based on their own judgement. Sales organizations either use… [Read More.]