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 Happy new year and welcome to 2024! We have new contributors and a few ideas for this year, if you haven’t seen it already, you can find the announcement here. In case you haven’t noticed yet, this year is a leap year so this weeks challenge aims at identifying those in CRMA. It is …
The first year of the CRMA #WorkoutWednesday challenges is over and we had a little bit of a shuffle in contributors. Huge thanks to Jack Parry for his contributions; between work and family, he couldn’t dedicate as much time as he wanted. For the new year we have two new contributors and if you have …
Introduction To ensure that a dashboard you have built is running optimally prior to being released to your users, run a performance check on the dashboard and all queries. The dashboard inspector 2.0 identifies different types of bottlenecks, such as slow queries and networks, and provides recommendations to improve the performance. It is also a …
Introduction You probably have heard of the Pareto Principle before. And if not under that name, you might have heard of the 80:20 rule which states that for many use cases, 20% of the input create 80% of the output. For example, for many projects 20% of the work is required to get you 80% …
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 For this week’s #WorkoutWednesday we’ll recreated one of the PowerBI challenges from earlier in the year. In week 30, Shannon created a visualisation of sea ice extend in the Antarctic. Initially I thought this would be a rather easy challenge in CRMA but I ended up with a few tricky nuts to crack. Requirements …
Introduction This week we are exploring a feature – Action Menu – which allows your users as they gain insights into your business from your dashboard, to perform actions on underlying Salesforce records. Allowing them to invoke a Salesforce action on the record directly from CRM Analytics. Requirements Create a new dataset or use an …
2023 Week 42 | Take Control of Your Experience with Actions Menus 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 As promised, this challenge is a continuation of my last challenge in week 3. The source data stays the same just this time we convert the chart into a kind of Gantt. While the dot plot highlighted the points in time when the stage of the opportunity changed, this chart focusses a bit more …
