Latest Posts
How Tableau CRM prevents me from creating all those fields people request all the time
Listen to me rant about all the field requests I get and how I like to derive the fields in Tableau CRM instead of actually creating a custom field.
Show Dynamic Columns Based on Today’s Date in Tableau CRM
Dynamically change your table columns for different periods based on today’s date.
Extending Your Chat Reporting With Tableau CRM and Chat Transcript Events
Extract more awesome data points from your Chats with Transcript Events and visualize them in Tableau CRM.
Tableau CRM Service Cloud Dashboards: Start with an App Template
Don’t recreate the wheel… start with a templated app!
Tableau CRM Dashboard Planning: a Trello Template
I created a free Trello template for planning a Tableau CRM dashboard
Omni-Channel Analysis in Tableau CRM: the data model
Create a data model and 3 datasets in Tableau CRM to start analyzing Omni-Channel data
Before you put the Einstein in your Einstein Bot
Before you put the Einstein in your Einstein Bot, use Intents to make your bot smarter.
Pre-Chat Context: It’s all about the flow
Use Flow to make your chats smarter and more personalized.
The Hiccups, Headaches and Eventual Relief of Chat Routing
Watch as I over commit to a solution, bang my head against a wall, have a stress induced nightmare and then deliver what I promised. Bring popcorn.
Let’s Chat About Salesforce Chat
I’m implementing Salesforce Chat as a service channel and it’s super powerful and super fun.
