Salesforce Release Analytics Tableau CRM- Custom Fiscal Calendar

Jun 14, 2021Download as PPTX, PDF0 likes88 views

Tableau CRM, formerly known as Einstein Analytics, provides a wide range of robust features that let you analyze and visualize data (Salesforce and non-Salesforce) effectively and establish data-driven culture across the organization.

SALESFORCE RELEASE -
ANALYTICS :
TABLEAU CRM :
CUSTOM FISCAL CALENDAR
cloud.analogy info@cloudanalogy.com +1(415)830-3899
TM

Introduction To Tableau CRM
Tableau as a CRM helps find a business pattern or a
solution to complex business problems by visualizing
data and providing AI-driven analytics right in their
workflow.
You get access to only the related data by mentoring
your business’s analytics that improves the business
outcomes.
cloud.analogy info@cloudanalogy.com +1(415)830-3899

1. Dashboard Extension
Access real-time predictions in the
dashboard.
2. Analytics Calculation
Integrate real-time predictions in
vizzes.
3. Tableau Prep
Add predictions to your datasets.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Features Of Tableau CRM

cloud.analogy info@cloudanalogy.com +1(415)830-3899

cloud.analogy info@cloudanalogy.com +1(415)830-3899
Enable custom fiscal calendar in your org

cloud.analogy info@cloudanalogy.com +1(415)830-3899
Refresh Tableau dataset to view
custom calendar

Create Dynamic Dashboard For Custom
Calendar
cloud.analogy info@cloudanalogy.com +1(415)830-3899

➢ AI/ML functionality native to Einstein will be available in Tableau in the
form of dashboard extensions, calculations, and bulk predictions.
➢ Tableau clients will access and query Salesforce datasets inside Tableau
while back into writing scripts Salesforce.
➢ Every layer of the application provides an end-to-end seamless experience
for all users.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Benefits Of Bringing Tableau And
Einstein Together

Tableau CRM, formerly known as Einstein Analytics, provides a wide
range of robust features that let you analyze and visualize data
(Salesforce and non-Salesforce) effectively and establish data-driven
culture across the organization.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Conclusion

Thank You
cloud.analogy info@cloudanalogy.com +1(415)830-3899

When sending the document, we add our email address as the customer's primary contact email address. We have received the contract to sign it. We enter the mandatory fields in the contract and then sign the document. Now the contract has been returned to the owner of the opportunity to sign it. As soon as the owner of the opportunity signed the document, the signature status was modified in the related Conga de Send / Pending Signature Transaction related object. Conga Sign integrates with Contracts for Salesforce, allowing you to use Conga Sign for your signed transactions. Integration simplifies the process flow for customers who use both products. The Conga Sign button is available in the Send for a negotiation user interface in Contracts for Salesforce.

Introduction to Channel Order AppCloud Analogy

Salesforce Revenue Cloud Basics - Accelerate Revenue GrowthCloud Analogy

Why You Should Hire A Salesforce Consultant For Your BusinessCloud Analogy

Salesforce release nonprofit & education - accounting subledgerCloud Analogy

Salesforce Sales Cloud: Best Practices to Win More DealsCloud Analogy

How To Integrate Salesforce With OutlookCloud Analogy

In today’s time, sales representative spend much time and effort on menial tasks like data entry, moving and maintaining data in two places and switching back to Salesforce org for managing emails and inbox to access and gather all the relevant information about a prospect, leads, and opportunities. To increase the efficiency and productivity of Sales reps, Salesforce for Outlook has been the best solution for enabling your reps to maintain data in Outlook and Salesforce and manage their sales more effectively.

Reports & Dashboard In HubSpot CRMCloud Analogy

Introduction to Salesforce Connected AppsCloud Analogy

Salesforce introduces 3 new sales cloud featuresCloud Analogy

Benefits Of Choosing A Salesforce Consulting PartnerCloud Analogy

Top Salesforce Tips That Help You Boost ProductivityCloud Analogy

5 Reasons why Dell Boomi is just the right one for your BusinessCloud Analogy

Everything You Need To Know About Lightning Flow FeaturesCloud Analogy

Gaing New Business Intelligence with Salesforce IQ (Salesforce World Tour NYC)carlos_frias

Salesforce IQ is a CRM solution from Salesforce aimed at the SMB market and smaller teams. It focuses on activities and high-level information to help teams track deals and see reporting. Salesforce IQ can be used as a mobile app to replace the default email client, integrate with Salesforce1, log activities and schedule meetings directly from email. It is available for free or as a paid subscription with additional features. Setting up Salesforce IQ involves downloading the app, connecting email accounts like Gmail or Exchange, and connecting to an existing Salesforce org using login credentials.

Web to Lead - Integrating Landing Lion with SalesforceCloud Analogy

Cloud Analogy is a leading Salesforce implementation partner. They were asked to integrate a Landing Lion page with Salesforce to create leads and contacts from user responses on the Landing page. Cloud Analogy followed steps to proceed to the Landing Lion page, enter data, choose the Integration tab, select Salesforce as the integration, and log into the Salesforce account. After submitting the form, a lead is automatically added to Salesforce.

What's New In Salesforce Winter ’22 FeaturesCloud Analogy

Top Salesforce Integrations For Businesses In 2022Cloud Analogy

The document discusses the top Salesforce integrations for businesses in 2022. It describes how integrating Salesforce with other applications like Mulesoft, Outlook, Hubspot, SAP, Mailchimp, Zendesk, QuickBooks, and Airtable can streamline business operations by enabling data sharing and automating workflows between systems. Integrations help deliver seamless customer experiences, establish consistency between teams, and provide insights for improved forecasting and performance.

More Related Content

What's hot (20)

How Salesforce CRM Improves Your Sales Pipeline?Cloud Analogy

Benefit of introducing consultant partner in Appexchange.Cloud Analogy

Salesforce Release Marketing Loyalty Management Cloud Analogy

Best salesforce apps and solutions for businessesCloud Analogy

Salesforce and conga sign integrationCloud Analogy