Introduction Welcome to Week 2 of the 2024 CRMA Workout Wednesday challenge. This week we will be working with Text Clustering in Einstein Discovery Models. Text Clustering, sometimes called Mining or Data Mining, is the function of analyzing unstructured data to group similar context or pieces of text into categories or… clusters. Often times our …
2024 Week 02 – Text Clustering in Einstein Discovery Read More
Introduction This week we will be expanding on a previous post by Preena in week 34. If you did not already complete the wk 34 lesson, you will want to create the Design Style Guide Templated App in your dev org. This prebuilt app offers valuable insights to best design principles and UX features. Of …
2023 Week 44 | Reusable Components, Designer and Themes Read More
Introduction Hello and welcome to the week 40 CRMA challenge! The instructions are written assuming you already have a dev org with Accounts and Contacts loaded. If you need to spin up a new org with data, see the link below. This week we are creating a interactive table to search/sort Customers and Accounts by …
2023 Week 40 | Interactive Rolodex for Large Data Viewing Read More
Introduction Hello and welcome to WoW week 28! This weeks topic takes it back to a fundamental lesson in CRM Analytics. I often get questions about data accuracy from users when they are comparing rows of data to the row count of a grouped chart or table. Have you ever experienced a case of “missing …
Introduction Hello and welcome to WoW week 12! This weeks challenge will be short & sweet from a requirements perspective but will hopefully provide valuable insights to help you optimize your data sync cycle. Tip… check out the Tips section! Requirements Navigate to the dataset created in a previous exercise, or create a new one …
Introduction Welcome to WoW week 8! Last week we looked at hidden/unused pages in within your dashboards. The exercise last week was to get familiar with how to create and navigate between hidden pages. This week we will attempt different variations of uses cases of this functionality. Requirements Edit the dashboard from week 07 or …
Introduction Welcome to WoW Week 7! Have you ever needed to show different or conditional information on a dashboard… that is not actually a part of the page being viewed?? Or maybe you want to make changes to a dashboard but not yet ready to render them to a user?? Need to optimize dashboard efficiency …
