Author name: Pushmitha Babu

Embedding CRM Analytics Dashboard On Home Page Using Lightning Component

Embedding CRM Analytics Dashboard On Home Page Using Lightning Component

Leave a Comment / CRM Analytics, Salesforce / By

In today’s digital landscape, businesses are always looking for ways to streamline processes and gain insights from their customer relationship management (CRM) systems. CRM analytics has become increasingly important for data-driven decision-making, highlighting the need for easy access to metrics and reports. This is where the lightning component framework comes in. It is a powerful …

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tableau-crm-bar-chart-to-show-static-bars-even-when-the-values-are-zero

Tableau CRM: Bar Chart to show static bars even when the values are zero

Leave a Comment / Salesforce, Tableau / By

For example, user wants to see the list of opportunity stages by opportunity count. Hence, to show all the opportunity stages even if the count is zero, we need to use a static csv file containing opportunities stages data. The static csv file we are using here contains following data related to opportunity stages. Create …

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Tableau CRM: Add action buttons on Table without XMD

Tableau CRM: Add action buttons on Table without XMD

Leave a Comment / Salesforce, Salesforce Einstein, Tableau / By

Adding actions to a row in Tableau CRM (formerly Einstein Analytics) table is the coolest feature of Winter ’21 release. In this blog we will create a table with action buttons as shown in the below image without editing the dataset XMD file. Create an image URL Upload the image you wanted show in the …

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REST API call from Einstein Analytics Dashboard

REST API call from Einstein Analytics Dashboard

Leave a Comment / Apex, REST, Salesforce, Salesforce Einstein, Wave Analytics / By

In Einstein Analytics we can create a lens and dashboard with the dataset available in your analytics studio. You have a dataset that is created from the dataflow which is scheduled every hour to update the dataset. Here your dataset might not have the updated data for every second or minute. What if you want …

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Einstein Analytics: Creating Date Fields in Recipes for Toggles

Einstein Analytics: Creating Date Fields in Recipes for Toggles

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Originally Posted on December 4, 2018; Last updated on November 5, 2020. Einstein Analytics by Salesforce is a cloud-based AI-powered advanced analytics tool that helps in exploring data quickly and with Salesforce Analytics Query Language (SAQL) to query, manage your datasets and customize dashboards programmatically. Formerly known as Wave Analytics Cloud, it integrated very well …

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Google Assistant Integration with Salesforce - Part 1

Google Assistant Integration with Salesforce – Part 1

3 Comments / Apex, Integration, REST, Salesforce / By

Everyone has come across Google Assistant which help people in communication that is a Google’s voice-controlled AI smart assistant. Google Assistant is integrated with Salesforce, to make communication easy and reduce the work. Here we do a simple integration with Salesforce to create, delete and fetch details of a particular record. First, we should sign …

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Salesforce Integration with LinkedIn

Salesforce Integration with LinkedIn

2 Comments / Apex, Integration, Lightning, REST, Salesforce / By

Posting message to social media through Salesforce makes it easy as Salesforce provide all flexibility in developing customer relationships. Posting and getting information from one of the social media helps to increase the number of customers and achieve targets. Let suppose any company is having their LinkedIn page where users should log in and upload status or image. …

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Einstein Intent Analysis Using Einstein Language on Salesforce Chatter

Einstein Intent Analysis Using Einstein Language on Salesforce Chatter

4 Comments / Apex, Lightning, Salesforce, Trigger / By

Einstein Intent Einstein Intent helps to categorize unstructured data into labels using its Intent API for a better understanding of what user is trying to accomplish. In Salesforce, Einstein Intent API allows understanding the customer inquiries that is easy to automatically route leads, escalate service and personalize marketing. This is helpful in prioritizing customer service inquiries. For example, …

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