by Mike Walsh | Sep 27, 2019 | Blog, Salesforce Tips
If you are a reader of this blog, or just generally keep up with the goings on in and around Salesforce, you have probably heard about Salesforce Einstein once or twice. Einstein, which came out a couple of years ago, is Salesforce’s highly touted AI and data analytics platform. However, unless you have really done a bit of digging, you probably don’t have a very concrete idea of just what that means exactly!
Well we came across this great article, posted on the Salesforceben.com website, and written by one of Salesforce’s own Einstein gurus. He gives a great overview of all the essential questions you may have regarding Einstein, including:
- Why do you need Einstein?
- How does Einstein get its data?
- What are the main components of Einstein?
Read to full article with the link below
Guide to Salesforce Einstein
-Ryan and the CloudMyBiz Team
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CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jul 18, 2019 | Blog, Salesforce Tips
One of the biggest values within the Salesforce CRM to date has been the data analysis and reporting tools. Companies with large volumes of high-quality data in their Salesforce CRM have been reaping the benefits for years, as the various reports have let them drill down into some extremely granular, but important details of their business.
The addition of the new Lightning UI has yielded a bevy of new visual upgrades to the reports, so now all that powerful data is super easy on the eyes, and allows companies to get that impactful, visual understanding of what is going on.
If all of that wasn’t enough, last month Salesforce announced that they will be purchasing Tableau for $15.7B. Tableau is one of the leading data analytics and visualization platforms on the market, and such a large purchase is sure to yield significant results to the Salesforce platform.
Speculation is high on just exactly how Salesforce and Tableau will work together, especially considering that Salesforce already has its Einstein AI and Analytics platform up and running.
The takeover is sure to be slow, as the two large companies find a way to mesh, and the technologies slowly integrate.
However, down the road, we are sure to see all of that Tableau technology popping up here and there in Salesforce. And those already awesome looking Lightning Reports? Who knows, but there’s a decent chance we will start seeing even more improvements and upgrades.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Apr 17, 2015 | Blog, Salesforce-Apps-AppExchange
User adoption is key to success with Salesforce. Knowing which users and departments are meeting your adoption goals lets you target training, identify gaps, and reward success. The User Adoption Dashboard is a powerful tool for seeing how the system is being used today, but if you want to know how your team has improved over time, it falls a bit short. Enter Adoption Trendz by Salesforce Labs.
Standard Salesforce.com reports only show you the data that is in your system as of right now. Adoption Trendz uses Analytic Snapshots to collect metrics on a nightly basis, saves these metrics by user and by object each to a snapshot table and accomidates trend analysis over time.
Check out this great free app and start tracking your Adoption Trendz today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Oct 15, 2014 | Salesforce Tips
If you were stuck at home or missed Marc Benioff’s keynote address at Dreamforce ’14 on Monday, let me introduce you to the new Salesforce Analytics Cloud called Wave. Wave is being heralded as “analytics for the rest of us,” and with good reason. Until now, implementing robust business intelligence systems has been a huge hassle. Costly systems, teams of experts, and days, weeks, or even months to get the data you need to make important decisions. With Salesforce Wave, your team gets the data they need in record time, even from mobile. Wave even lets you trigger Workflow actions from reports to alert your team if conversion rates are dropping or sales are at record highs.
Now, business users can instantly access and easily analyze billions of rows of data themselves…. In addition, business analysts can take a more strategic approach to delivering insights by creating mash-ups of relevant third-party data sources in a single dashboard…. Wave also enables social collaboration. As business users derive insights, dashboards can be shared via Salesforce Chatter and new workflows and tasks can be triggered.
Like Salesforce’s last big release, Salesforce1, Wave is all about empowering users to go mobile. Read more about Salesforce Wave and get ready for the analytics revolution coming to Salesforce!
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
