- Видео 39
- Просмотров 23 693
Coffeelytics with Mark Tossell
Добавлен 3 мар 2023
A mechanical engineer by profession, I am passionate about solving problems with data.
I am proud to be an “#Awesome Admin” and Gold Hoodie award-winner.
Fun fact: I am a prolific writer and speaker - having published three books and spoken over 4,000 times in ten countries and 43 states of the USA. I am also an ardent advocate for mental health and wellness.
Passionate about life, growth, data, technology, and anything with wheels and an engine!
You can read about my story here: marktossell.com/2023/02/12/i-made-it-so-can-you/
NOTE: Views are all my own and do not reflect those of my employer, Tableau, a Salesforce company. This is not an official Salesforce point of view and I am not sharing anything related to Salesforce that is not publicly available.
I am proud to be an “#Awesome Admin” and Gold Hoodie award-winner.
Fun fact: I am a prolific writer and speaker - having published three books and spoken over 4,000 times in ten countries and 43 states of the USA. I am also an ardent advocate for mental health and wellness.
Passionate about life, growth, data, technology, and anything with wheels and an engine!
You can read about my story here: marktossell.com/2023/02/12/i-made-it-so-can-you/
NOTE: Views are all my own and do not reflect those of my employer, Tableau, a Salesforce company. This is not an official Salesforce point of view and I am not sharing anything related to Salesforce that is not publicly available.
Finally! CRMA components with version control. 😀 👏 🔥
Components in Salesforce CRM Analytics now have version control.
Просмотров: 21
Видео
Exciting update regarding my woodworking shop and current builds
Просмотров 15714 часов назад
Check out my improved worship setup and some cool projects that I am working on.
How do you get the most VALUE from your CRM Analytics investment?
Просмотров 34День назад
How do you get the most VALUE from your CRMA investment? 1. Embed insights in the flow of work for Salesforce users 2. Augment Salesforce data with external data
Data Cloud + CRM Analytics = AWESOMENESS!
Просмотров 11714 дней назад
Get incredible value from your Data Cloud investment by creating real-time insights using the Data Cloud live connection in CRMA!
Launch flows from your CRM Analytics dashboard and map context into the flow with clicks not code!
Просмотров 3303 месяца назад
This includes autolaunched flows and screen flows. To use widget flow interactions, in the dashboard editor, select the widget. On the Interactions tab on the Widget Properties panel, add a Start a Flow action and select the flow. Flow interactions are available only for the text widget.
Dreamforce 2024
Просмотров 234 месяца назад
Another successful Dreamforce tech conference, attended by over 45,000 people!
CRM Analytics Innovation - Spring ‘22 - Spring ‘24
Просмотров 2366 месяцев назад
Hosted by Mark Tossell, Senior Product Manager, and Roman Michalik, Distinguished Solution Engineer, find out all the amazing innovation that CRM Analytics has delivered from Spring ‘22 - Spring ‘24. If you have any questions, comment below, or reach out to Mark Tossell via LinkedIn.
Why do you need CRM Analytics?
Просмотров 988 месяцев назад
Why do you need CRM Analytics. the in-CRM advanced analytics platform for Salesforce?
How and why are Tableau and CRM Analytics better together?
Просмотров 566Год назад
Most people assume that the question of CRM Analytics (CRMA) and Tableau is one of OR, rather than AND. However, Tableau and CRMA do, indeed, play very well together. Find out more in this deep-dive session.
What is Tableau Pulse, and what can it do for your business users?
Просмотров 1,2 тыс.Год назад
Tableau Pulse is an exciting new way of delivering relevant business insights to end users that are not data analysts. How does it work? What's the big deal? Watch and find out!
Mastering CRM Analytics #9: Introduction to the Einstein Discovery machine learning platform
Просмотров 331Год назад
What is Einstein Discovery? How does this machine learning platform work? How can it help your business? Detailed help article: help.salesforce.com/s/articleView?id=sf.bi_edd_about.htm&type=5
How to build your very first Tableau dashboard
Просмотров 311Год назад
Watch me as I walk you through building your very first Tableau dashboard, including an awesome map visualisation.
Mastering CRM Analytics #8: What is better about CRM Analytics in a Salesforce environment?
Просмотров 214Год назад
What are the benefits of a platform approach to CRM intelligence? - Infuses intelligence across every salesforce user experience with a variety of OOTB analytics apps designed for Salesforce - Inherits Salesforce security and sharing to facilitate governance - Delivers predictive and prescriptive insights powered by no-code AI/ML to enhance the user experience - Natively integrates with Salesfo...
Mastering CRM Analytics #7 - How to make sure that Salesforce users will use your CRMA dashboards
Просмотров 317Год назад
Mastering CRM Analytics #7 - How to make sure that Salesforce users will use your CRMA dashboards
Whatever you do, don't give up! You can make it.
Просмотров 80Год назад
Whatever you do, don't give up! You can make it.
The Deadly Sin of data analysts - the data vomit!
Просмотров 112Год назад
The Deadly Sin of data analysts - the data vomit!
Mastering CRM Analytics #6: The awesomeness of Widget Interactions!
Просмотров 860Год назад
Mastering CRM Analytics #6: The awesomeness of Widget Interactions!
The future of customer experience: An interview with AFDigital CEO, Robin Leonard
Просмотров 106Год назад
The future of customer experience: An interview with AFDigital CEO, Robin Leonard
Mastering CRM Analytics #5: How to solve your Salesforce cross-object reporting challenges with CRMA
Просмотров 436Год назад
Mastering CRM Analytics #5: How to solve your Salesforce cross-object reporting challenges with CRMA
Mastering CRM Analytics #4: Connecting your data to CRMA
Просмотров 669Год назад
Mastering CRM Analytics #4: Connecting your data to CRMA
An Introduction to CRM Analytics - Trailhead Tuesday session with a live demo!
Просмотров 7 тыс.Год назад
An Introduction to CRM Analytics - Trailhead Tuesday session with a live demo!
Mastering CRM Analytics #3: Let’s get started with CRMA!
Просмотров 534Год назад
Mastering CRM Analytics #3: Let’s get started with CRMA!
Mastering CRM Analytics #2: What is CRMA and why is it different from other BI tools?
Просмотров 590Год назад
Mastering CRM Analytics #2: What is CRMA and why is it different from other BI tools?
Mastering CRM Analytics #1 - 5 best practices for effective dashboards
Просмотров 1 тыс.Год назад
Mastering CRM Analytics #1 - 5 best practices for effective dashboards
Sales Insights at Lightning Speed: Dissect Your Global Sales in 60 Seconds!
Просмотров 75Год назад
Sales Insights at Lightning Speed: Dissect Your Global Sales in 60 Seconds!
Dashboard Ninja: Expert Tips and Tricks for CRM Analytics
Просмотров 449Год назад
Dashboard Ninja: Expert Tips and Tricks for CRM Analytics
"Demystifying Machine Learning: Watch as Einstein Discovery Simplifies Model Building for Everyone!"
Просмотров 87Год назад
"Demystifying Machine Learning: Watch as Einstein Discovery Simplifies Model Building for Everyone!"
Why Salesforce Reports and Dashboards Aren't Always Enough: The Power of CRM Analytics
Просмотров 564Год назад
Why Salesforce Reports and Dashboards Aren't Always Enough: The Power of CRM Analytics
From Zero to Dashboard Hero: build a Tableau dashboard from scratch in less than 5 minutes!
Просмотров 196Год назад
From Zero to Dashboard Hero: build a Tableau dashboard from scratch in less than 5 minutes!
Epic 🎉
Thanks! It seems like a simple question, but I found it impossible to find how to do it in Salesforce documentation.
Thanks Mark! Very helpful info
Thank You Mark
Just eager to know,as a trailblaizer when can we get that hoodie?
Is there anyway to input text? For example, can I allow users to input a new case reason as text?
Hello Mark, One question: After embedding in a particular object record object, do the user still need the license of CRMA Plus to view the CRM Analytics Dashboard ?
Is this still only available for admins or anyone with the view setup & configuration permission?
Are you referring to the visibility of the flows in the interactivity config panel? We did fix one bug found in Beta, which may be what you're referring to (flows were only visible to "anyone with the view setup & configuration permission"). See help doc, "Dashboard interactions support custom autolaunched and screen flows. Only active flows are visible." help.salesforce.com/s/articleView?id=sf.bi_dashboard_widgets_configure_start_flow_interation.htm&type=5
This new SF Flow interaction from CRM Analytics dashboards looks amazing!
Agreed!
Really enjoyed this - thank you
Glad you enjoyed it
Damn, I'm sure you're a nice guy, but you are a SERIOUS up-talker. Up-talking is probably the most annoying thing to listen to! Please work on fixing this.
Thanks!
Great Video 👌🏻👌🏻.
Thanks!
Amazing Mark 👌🏻👌🏻 You have definitely mapped all the learning resources which can help to learn Salesforce Einstein Analytics 🤝
Mark Tossell, Which app have you used to record in this manner where your face is coming at the bottom and the presentation is there above ? Is it a paid one or a free one ?
Camtasia. Paid.
ok 👍🏻.
Well Explained Mark Tossell 👌🏻
Thanks!
My first thoughts are: if and when data issues occur, wont this just be highlighting data quality issues? Even so, thats a valid use case. I'm wondering if the best use case would be for Analysts to use Pulse, see the outliers that appear, validate that the data is actually accurate, and the allow Pulse to inform the business leaders. Is it simple enough to say that Pulse looks at a set of metrics, identifies spikes/outliers, and then splits that metric by available dimensions and sorts them by highest variance?
Pulse has since evolved beyond this, and Tableau Einstein will take it to another level.
Congratulations to be a new senior product manager ❤
Thanks!
You're right about it being a powerful tool, but it's only effective if users have access to the necessary resources and support. My firm integrated CRMA a month ago, and as one of the key people who prepared the dashboards and reports in Salesforce, I now need to do the same in CRMA. However, after a month, I feel like I'm spending more and more time just trying to find simplified and useful resources to learn this platform.
can you suggest me source where I can learn updated full course on CRMA. Im having a hard time finding a good CRMA source for learning from 0. Thanks in advance.
There is a good playlist called "Tableau CRM Learning"
Hello Mark great Information , one question only can we use same query on common widgets on both pages to optimize the performance
Please clarify what you mean
@@coffeelyticswithmarktossell Meaning can we use a single query across all the tabs for common widgets.
Nice summary.
Thanks!
Thank for sharing Mark. Always valuable and most appreciated. Apart from the constellations, one within this ecosystem should definitely listen in at 22:00 - the current roadmap of analytics :)
How do i share the analytics dashboard with analytics user? please share me the steps!
There is a share button on the dashboard; make sure the user has been provided access to CRMA and the app containing the dashboard
*Promosm* 😆
Family is one of the most important things when we most to develop ourselves because of a new challenges in a different area, i find your youtube chanel because I need some skills about Analytics Studio, thanks I really appreciate your motivation.
hello Mark, Thank you for sharing such a content. Is it possible to add the Kaggle Dataset Link Description as well.
All your teachings are very helpful, Mark
Thank you.
User adoption is definitely key! Thanks for sharing your thoughts, Mark. In my experience, getting them excited by sending them quick videos, also doing lunch and learns, and finally making yourself available for questions … and finally keeping it clean so no one has to dig for info and only see what interests them
Just what I needed to hear today! Thank you
You are so welcome!
Thanks
Can you explain how did you created the predictions in this dashboard?
That’s the subject of another video. 😁 Timeseries function and Einstein Discovery.
@@coffeelyticswithmarktossell eagerly waiting for this.
Waiting for Einstein Discovery Part 😊
I’ll get to it asap
Super useful walkthrough, thanks Mark!
Glad it was helpful!
Hey Mark, are you planning on releasing a new edition of Creating Actionable Insights Using CRM Analytics: Learn how to build insightful and actionable data analytics dashboards any time soon?
I have no plans at this stage, Joshua.
Love it, Mark! About contexting the dashboard i think that is directly linked to how you separate contexts in tabs and such. How about a video showing the best ways you can separate and transition between tabs?
Great ideas! Thanks.
love your blog Mark!
Thanks so much!
That's a fantastic video, well done Mark
Glad you enjoyed it!
One thing to add in it , keep most of the data transformation like grouping, etc at data layer as much as possible
Good tip!
@@coffeelyticswithmarktossellMark We need a Postman API collection for CRM Analytics, it is much needed, just like Tableau Postaman Api collection by Philippe Ozil
that's a nice video, could you make a video about the recipes, if you agree I appreciate it.
Yes I will
*promosm* ⭐
Great start, Mark. Looking forward to the rest of the series.
Thanks!
Thanks Mark! This was a handy bit of tips for me as I've been learning CRMA.
I’m glad it was helpful, Stephen
Thanks
Hi Mark, Could you do some examples of different types of bindings, and also with JSON. Please
I’ll add that to my list of content.
Hi Mark, How to show coloured arrow signs based on percentage values in CRM analytics dashboard? For example, if the percentage is greater than 0% then show a green upwards arrow icon beside the value and if it's less than 0% then a downwards red arrow icon beside the value. Please help.
Please email me and I’ll give you a detailed answer.
@@coffeelyticswithmarktossell Done.
Well said Mark! It always comes down to the purpose - what Business challenge does it provide assistance with.
Great content! 😊