a Salesforce fan blog
I think I count 59 new Tableau CRM features in this release, but these are a few of my absolute favorites!
Big change this year: changing jobs and moving from being a Salesforce Customer to a Salesforce Partner!
Follow along to build an Einstein Bot that tests your knowledge.
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.
Dynamically change your table columns for different periods based on today’s date.
Extract more awesome data points from your Chats with Transcript Events and visualize them in Tableau CRM.
Don’t recreate the wheel… start with a templated app!
I created a free Trello template for planning a Tableau CRM dashboard
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, use Intents to make your bot smarter.
Force For Fun