Business Intelligence and Analytics

Creating Effective User Stories for Salesforce

When managing any Salesforce project, one of the keys to success is the creation of properly written User Stories. These will provide your team with the building blocks they need...

What Is Business Intelligence?

Business Intelligence (BI) comprises the strategies and technologies used by enterprises for data analysis and the management of business information. A critical output of any BI practice should be the...

How Tableau CRM Benefits the C-Suite

Tableau CRM can be a significant asset to any organization with large volumes of data, especially if much of that data exists in Salesforce. By combining powerful analytics, data transformation...

Preparing Data Using Tableau CRM: A Sample Recipe

Einstein Discovery (ED) is an AI-driven analytics platform that allows Users to get deeper insights and predictions out of their data, based on historical data without having to build complicated...

Tableau CRM: Using Dataset Builder, Dataflows, and Recipes

If you’re just getting started with Tableau CRM (formerly Einstein Analytics), we’ve written a comprehensive blog post to help you do just that. In today’s post, however, we’ll be taking...

Getting Started with Tableau CRM (Formerly Einstein Analytics)

Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of customer data has been...