Certified: Service Cloud Consultant
I talk about the industry knowledge that helped me pass the Service Cloud Consultant exam.
Tag: Salesforce
My First Week as a Consultant
Big change this year: changing jobs and moving from being a Salesforce Customer to a Salesforce Partner!
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.
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
Salesforce Labs Day ’21
Kristi and Tracie host a session during Salesforce Labs Day on using App Exchange report and dashboard templates
Inspired by #SharkWeek
After watching Jackass get bit by a shark during Shark Week, I wondered how many other provoked attacks there are every year…
Crochet in the Cloud
I’ve posted a few Salesforce inspired crochet patterns now, but this one is extra fun because it’s the Salesforce logo!Continue Reading
Force For Fun 