Tableau CRM

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

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 Relative and Dynamic URLs in Link Widgets

TABLEAU CRM: Add Relative and Dynamic URLs in Link Widgets

INTRODUCTION Tableau CRM with spring 22’ recent release provides a link widget which supports relative URL destinations that start with a slash and dynamic URLs created via bindings. We can use relative links to connect other pages, like a list of recently viewed opportunities, inside the Salesforce experience. Create a Dashboard Add Relative Link Add …

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SUMMER'21 HIGHLIGHTS: TABLEAU CRM

SUMMER’21 HIGHLIGHTS: TABLEAU CRM

Introduction Tableau CRM is one of the best analytical tools for analyzing data and gaining useful insights which further helps in achieving growth in business. Salesforce improvises these features and adds new features too for each release. Check out some new interesting and exciting features in this Summer 21 release. Tableau CRM data integration and …

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Tableau CRM: Add action buttons on Table without XMD

Tableau CRM: Add action buttons on Table without XMD

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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