Introduction There are a lot of visualisation common practises that are less than ideal. One of those is the funnel chart. I think the analogy works well, however a lot of implementations are misleading at best. Unfortunately the default funnel chart in CRMA belongs in that category. As the value is only encoded in the …
Introduction This week we are going to focus on data security and how we can ensure that only certain users see certain opportunity data! Sharing inheritance and security predicates are supported in CRM Analytics – this week we are going to look at security predicates – row-level security which enables you to model many different …
Introduction A jittered bar chart has been on my list to do as a challenge since we started this challenge; this week it’s finally time and I can actually leverage the work Lorna Brown has done for the Tableau WoW earlier this year. I ran into different constraints here so I created a new data …
Introduction This week we’re going to be building a recipe to create a dataset that we’ll use in a future dashboard. The focus is on IT tickets. We have a data set with information about open & closed tickets and some SLA data. We’re going to be combining these together in CRMA. Before we do …
Introduction My turn again! I got a message from Ruy Aguilera recently, asking if there is a way to create a heat map with rectangles rather than squares in CRMA. While I don’t really mind squares, the way it is implemented leaves room for improvement! For starters, if the chart is dynamic and might show …
Introduction This week we are going to explore embedding dashboards within a Salesforce record page and apply a filter to make the insights contextual to the account you are viewing. Requirements Create a simple recipe: Bring in the Account Object – ensure the Account ID Field is included Bring in the Case Object – ensure …
2023 Week 14 | Embedding CRM Analytics Dashboards in Salesforce Read More
Introduction Something that we’re yet to explore in CRMA with Workout Wednesday is using Einstein Discovery to create predictive models and this week we’re going to be doing just that. Using a training dataset from a 2020 Kaggle challenge, we’re going to try and predict whether a customer will churn or not from a telecommunications …
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 This week we align ourselves with the DuBois challenge, which aims at celebrating the work of W.E.B. Du Bois. You can learn more about him, his visualisations, the data behind them and the challenge here: https://github.com/ajstarks/dubois-data-portraits Some of his charts are quite “out there” so I chose one that could be recreated in CRMA. …
Introduction This week we are exploring transforming tabular data with repeater widgets to display our top accounts and sales people based on total revenue. Use repeater widgets to show select fields from a query in a scrollable list in your dashboard. Create a customized layout of text, numbers, charts, and images in a repeater widget, …
