In today’s world, where data is king, businesses are constantly seeking innovative solutions to harness the power of data and gain valuable insights. One such solution is Salesforce Analytics Cloud, which empowers businesses to make data-driven decisions. The platform provides a comprehensive suite of analytics tools that enable users to collect, analyze, and visualize their data in real-time. 

The Analytics Cloud platform – powered by CRM Analytics (formerly known as Einstein Analytics and Tableau) – makes it easy for businesses to connect to their data and gain insights into their operations. It supports a variety of data sources, including CRM data, social media data, and external data sources. It also offers intuitive dashboards, interactive reports, and visualizations that help users understand their data and discover trends and patterns quickly.

5 Key Business Benefits of Analytics Cloud

1. Analytics Cloud is tightly integrated with the Salesforce platform, which gives users access to a wealth of data about their customers, sales pipelines, and marketing campaigns. This integration makes it easy for users to connect their CRM data to the Analytics Cloud platform and create custom dashboards and reports that provide insights into customer behavior and preferences.
2. The platform’s AI predictive analytics capabilities allows users to forecast future trends and outcomes based on historical data. Analytics Cloud uses machine learning algorithms to analyze large datasets and identify patterns and correlations that humans might not be able to see. This enables organizations to make more informed decisions and anticipate future trends before they happen.
3. The tool helps businesses make better decisions, improve customer experience, and save time and resources. It offers a variety of features to connect to data, analyze it, and create visualizations.
4. Perhaps the best benefit of Analytics Cloud could be its ease of use, even for non-technical users. The platform has a user-friendly interface that allows users to create custom reports and dashboards by dragging and dropping data fields. There are also pre-built templates and reports that users can customize to meet their specific needs.
5. Analytics Cloud embraces a mobile-first approach, ensuring that users can access their dashboards and reports from anywhere, at any time, using mobile devices. Within the mobile environment, users can seamlessly interact with data, drill down into details, and collaborate with colleagues. This level of accessibility enhances productivity and accelerates decision-making.

Introducing Salesforce’s GPT-Powered Analytics Applications

Tableau GPT & Tableau Pulse

Salesforce’s Tableau GPT and Tableau Pulse make data analysis more intuitive and accessible to everyone. In short, Tableau GPT is a tool that improves your understanding of your data better, while Tableau Pulse enables you to use that understanding to make better decisions with your data.

Differentiating the Two

Tableau GPT represents a game-changing innovation, leveraging the advanced capabilities of generative AI to generate natural language descriptions of data. This means that you can ask Tableau GPT questions about your data in plain English, and it will generate a response that describes the data in a way that is easy to understand. For example, if you asked Tableau GPT “What are the top 5 products that are sold by region?” and it would generate a response that lists the top 5 products and the regions in which they are sold.

Use Case Examples for Tableau GPT: A sales leader can generate visualizations based on natural language prompts to display real-time sales progress against reps quota, along with recommendations for helping them meet goals.

Tableau Pulse is a new user interface designed to make data analysis more personalized and interactive. Tableau Pulse uses Tableau GPT to generate insights and recommendations that are specific to your interests and needs. For example, Tableau Pulse might show you a list of the key metrics that you should be tracking, or it might suggest new ways to visualize your data.

Summary

The Salesforce Analytics Cloud platform – and the company’s Tableau GPT and Tableau Pulse – offer organizations comprehensive and user-friendly analytics solutions. With their seamless integration, scalability, intuitive visualizations, advanced analytics capabilities, and mobile-first approach, these tools empower businesses to make data-driven decisions, drive innovation, and stay ahead of the competition. Whether you are a small business or a large enterprise, these tools provide you the insights you need to unlock the full potential of your data. 

How AdVic Can Help

Conquer your data and analytics with consultants who specialize in tailoring and implementing an analytic blueprint that fuels your business for growth. AdVic® will customize your analytics tool, and train you on how to use it effectively so you can maximize its capabilities. AdVic is recognized as a Level One Salesforce Analytics Partner, we’ve demonstrated knowledge and capacity to consistently produce customer success. Our Analytics Team is at your service – and, we’re easy to work with! We’re available to get started today!

Related Resources:

The Analytics Power Inside Salesforce Tableau CRM and Tableau

Image Credits: www.salesforce.com

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The Big Five

So if an all-encompassing data visualization, routing and scheduling, and optimized lead generation system is collectively missing from your sales process, here are five reasons that make Salesforce Maps integration – which Ad Victoriam is accredited for – a no-brainer for your team’s success.

1. Map-Based Visualization

Better understand hard-to-find data on a map-based interface and make location-driven decisions that drive productivity. Also, uncover new opportunities to produce revenue by seeing which accounts are nearby anchor accounts while planning a sales route.

2. Optimized Routing

When you have the ability to optimize routing, you can build and launch routes that cut down on windshield time, cross-town driving, and lower mileage or gas costs. In addition, you will ensure timely arrival to high-value prospects and customers, thus building robust pipelines using accurate prospect data and territory visualization.

3. Prioritized Scheduling

A seven-day schedule can be optimized with visits prioritized based on Einstein or Pardot scores, or potential revenue to spend the most time with the most valuable customers and prospects. From there, easily view the schedule via exchange-based calendars on mobile or desktop.

4. Lead Generation

With a Salesforce Maps integration, you have the ability to access necessary data to turbocharge your prospecting efforts and marketing campaigns. You also have the ability to fill schedule gaps with nearby opportunities and more.

5. Mobile Compatibility

While on the road, you can easily automate the admin processes, like check-in and check-out, via a mobile device. Additionally, your team can utilize voice command turn-by-turn directions and turn on real-time traffic alerts to safely maintain productivity.

Is extending the power of your sales and service professionals your challenge? Ad Victoriam’s certified consultants can integrate a Salesforce Maps intelligence solution for you starting today! Just click here and we’ll connect with you quickly!

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The answer will not be the same for every attendee, but amidst all of that excitement, there was some Salesforce news that came out of Dreamforce that you may have missed, and AdVic has capsulized a few of the highlights for you – as per Salesforce – here.

Introducing Customer 360 Truth

Salesforce Customer 360 is one integrated CRM platform that brings companies and customers together. And now with Customer 360 Truth, companies can unify all of their data across all touch-points so they can build a source of truth about their customers. Customer 360 Truth connects customer data, authenticates identity, governs privacy, segments audiences, and personalizes experiences.

Customer 360 Truth’s featured capabilities include:

• Customer 360 Data Manager, which connects sales, service, marketing, and commerce customer data into a single global ID to deliver unified cross-channel experiences. With Data Manager, companies always have a complete, up-to-date, contextually relevant profile of every customer.
• Salesforce Identity for Customers — their authentication service — provides a consistent, secure customer login across a company’s digital properties.
• Salesforce Privacy and Data Governance provide customers and business users with the ability to manage privacy, consent, and preferences via one single application.
• Customer 360 Audiences enables companies to capture, unify, activate, and analyze customer data at scale.

Apple and Salesforce Collaborate on the Best Devices for Business

Salesforce’s Marc Benioff and Apple’s Tim Cook spoke extensively about their companies’ strategic partnership (originally announced at Dreamforce ’18) during their opening day Dreamforce Fireside Chat. This strategic partnership strikes again with two exciting flagship apps and the next-generation Salesforce Mobile SDK:

• The Salesforce Mobile App, powered by AI and reimagined for iOS, delivers a powerful new user experience enabled by Einstein, with advanced analytics and features exclusive to iOS, including Siri shortcuts and Face ID. Download the Salesforce Mobile App on iOS.
• Trailhead GO, the first-ever mobile app for Trailhead, exclusive to iOS and iPadOS, empowers learners to skill up anywhere and at any time with more than 700 modules covering in-demand business and tech skills. Download the new Trailhead GO app on iOS.
• The new Salesforce Mobile SDK, optimized for Swift and iOS 13, enables Salesforce developers to quickly build and deploy native Salesforce apps for iPhone and iPad. Get started with the Salesforce Mobile SDK for iOS (8.0 coming in January).

“Hey Einstein” — Salesforce Brings Voice to the Workplace

Salesforce brings powerful voice technology to CRM with Einstein Voice, giving millions of Salesforce users a customized, voice-activated interface for their apps. Here are some upcoming features:

• Einstein Voice Assistant and Einstein Voice Skills (beta Spring ’20): Salesforce is expanding the Einstein Voice portfolio by introducing Einstein Voice Skills, which allows every Salesforce admin to create custom versions of the Voice Assistant for every user, whether they’re a sales rep, sales manager, service agent, marketer, etc.
• Einstein Call Coaching (GA Winter ’20): Gain management-level visibility into your sales teams’ conversations through natural language processing that identifies keywords in sales calls so managers can quickly understand trends like a spike in competitor mentions, or best practices from the top performers.
• Service Cloud Voice (GA Summer ’20): With Service Cloud Voice, telephony will be natively integrated with Service Cloud, allowing Einstein to read keywords from call transcriptions in realtime and serve up the right knowledge articles and next-best actions for agents, reducing time spent on cases.

Salesforce and Amazon Web Services Expand Global Partnership

According to Salesforce, this announcement includes:

Faster, smarter customer service: Salesforce is introducing Service Cloud Voice, a new offering that seamlessly embeds Amazon Connect to provide contact center agents with a complete set of tools in their agent workspace to deliver enhanced customer service support. As part of its Service Cloud Voice offering, Salesforce will now offer Amazon Connect, a simple-to-use cloud contact center service from AWS that makes it easy for organizations to deliver better customer service.

• Empowering everyone to skill up for the future: AWS and Trailhead are partnering to address the growing technology skills gap. The first step in this partnership is bringing AWS Cloud Practitioner
• Essentials learning to Trailhead, with additional learning forthcoming.
• Einstein Voice Skills on Alexa: Salesforce is continuing its commitment to the Voice Interoperability Initiative by exploring ways to integrate Einstein Voice Skills with Amazon Alexa and other voice assistants and devices in the future.

Ad Victoriam’s certified Salesforce consultants are up-to-speed with all of these newly announced services and are ready to discuss how they can help your business starting today! Reach us right now, here.

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Einstein Forecasting

AdVic Overview: Now get support for Quarterly Forecasting.

Salesforce Description: Do you use a quarterly forecasting schedule? Now use the power of Einstein to improve forecasting accuracy, predict results, and track how sales teams are doing.

Einstein Lead Scoring

AdVic Overview: Ability to control which leads to score.

Salesforce Description: Does your sales team need lead scores for only some leads? Tell Einstein to score only leads that contain certain values in lead fields. For example, if your sales team wants to score only leads from the communications industry, tell Einstein to include only those leads.

Einstein Automated Contacts

AdVic Overview: See only the contact data you have access to.

Salesforce Description: Opportunity Contact Role suggestions now respect the field-level security from the Contact object. Sales reps without access to contact fields, such as Email, Title, or Phone, no longer see those fields in the Einstein component or list views. Also, reps don’t see contact field values for contact records they don’t have access to. Lastly, when viewing the detail page for Opportunity Contact Role suggestions, contact fields don’t appear. To see the contact fields, navigate to the contact record.

Einstein Article Recommendations

AdVic Overview: Help your agents resolve cases faster.

Salesforce: Description: Einstein Article Recommendations uses data from past cases to identify Knowledge articles that are most likely to help your agents address customer inquiries.

Einstein Prediction Builder

AdVic Overview: See only the contact data you have access to.

Salesforce Description: Instead of filtering only on absolute field values, you can now filter on the value of one field compared to the value of another field or on a point in time. Make your filter logic more meaningful and relevant to your prediction question.

If you would like an overview of Einstein Analytics and see some of its exciting features in action, watch this video.

Ad Victoriam can help you join the thousands of companies that have implemented Salesforce Einstein Analytics technology to stay competitive. Learn more about leveraging successful business intelligence by browsing this blog, filling out the quick form below, or contacting us here to discuss our Salesforce consulting services.

Ad Victoriam also recently highlighted some Winter ‘20 Release upgrades for Salesforce’s Lightning Experience. Read more here.

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During the Day

Salesforce has planned a day filled with opportunities all centered on learning how to connect to your customers in a whole new way using the power of Salesforce Customer 360. The day will feature informative speakers, hands-on sessions, keynotes, networking, and more.

In addition, you will get the latest Salesforce announcements and engage with the latest innovations, including Salesforce Customer 360 and Einstein Voice, and how those solutions help you create a complete view of your customers, connect to those customers using intelligence, and work together faster than ever before.

You will also have the opportunity to interact with innovative businesses like yours, and learn how they are using Salesforce products to connect to their customers, helping them to succeed.

Get your free registration for Salesforce’s World Tour Atlanta here.

Get the Most out of Salesforce World Tour

Think about your technology challenges, business goals, and future strategy. We’d be happy to set up a meeting to chat at the World Tour to further your education on optimizing your Salesforce Platform. Reach out to Chris.Fraser@AdVictoriamSolutions.com and he’ll contact you to see how we can help or simply get you on the right path.

The Ad Victoriam team is a group of top cloud and data experts who work across a spectrum of leading-edge applications and technologies to help companies like yours solve critical IT problems, quickly, simply and efficiently. If you are ready to accelerate your business through technology, we’re ready to speak with you now.

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Ad Victoriam’s consultants have been spending a lot of time interacting with these features and we’re ready to share the best new Einstein Summer ‘19 Release features for a mix of skill sets – from End User to Senior Admin.

Speed Up Data Loads with Concurrent Dataflow Runs

AdVic Overview: Allows for data in Einstein Analytics to be refreshed more frequently.

Salesforce Description: For a production org with the Einstein Analytics Plus platform license, Analytics runs up to two dataflows concurrently when multiple dataflow jobs overlap. If more than two jobs overlap, Analytics puts the remaining jobs in the queue. Previously, only one dataflow job ran at a time.

Set Connection Mode for Connected Salesforce Objects in One Place

AdVic Overview: Allows for more optimized syncs of data flows, meaning your data flows are more efficient.

Salesforce Description: To eliminate potential conflicts, you now specify the connection mode for each connected Salesforce object in one place. This feature applies only to objects that use the Salesforce Local Connector. Previously, conflicts could arise because you could set this property for the same object in multiple places. You could set the “incremental” property in the sfdcDigest node of one or more dataflows. You could also set the connection mode in the Connect page. We also added Full Sync as a connection mode option.

Drive Adoption and Engagement with In-Dashboard Video Onboarding

AdVic Overview: Allows for dashboard specific training to be put in place.

Salesforce Description: Help users get the most out of your Analytics assets by empowering them with educational videos right where they work. With the widget-specific Learn option, you can provide customized, right-on-time instruction for each dashboard and its charts.

Debug Steps with the Dashboard Inspector

AdVic Overview: Improved troubleshooting for Admins.

Salesforce Description: New functionality in the Dashboard Inspector makes debugging queries easier. Previously, query level information was only available if the query ran successfully. Determining issues with binding syntax or SAQL syntax are now easier to find and fix.

Revert to Previously Saved Versions of Dashboards, Lenses, and Dataflows Using Asset History (Pilot)

AdVic Overview: Saved versions to revert back to.

Salesforce Description: Until now, if you edited dashboards, dataflows, and lenses, you had to save a copy of each version if you wanted to revert to that version. With Asset History, every time you save a new version of an asset, Analytics automatically stores a snapshot of it. You can tag assets with descriptions for easy reference later when you or someone on your team wants to restore a particular version. View and revert to previously saved versions using Workbench API calls.

Sort on Dimensions Easily

AdVic Overview: Sort by dimensions without SAQL (code).

Salesforce Description: Sort dimension values in ascending or descending order with just a few clicks. Previously, you could sort dimension values only by using SAQL.

Predict Seasonal Data with New SAQL Timeseries Options

AdVic Overview: Prediction for seasonal metrics.

Salesforce Description: SAQL time-series makes the most accurate predictions possible based on your existing data. It selects the best algorithm for the data you have, even if your data has seasonal variation. time-series now supports daily and weekly seasonality as well as monthly, quarterly, and yearly seasonality. Does your caseload have a weekly variation with call volume peaking near the end of the week? No problem – use time-series to predict call volumes so you can plan.

Join the thousands of companies that have already implemented Salesforce Einstein Analytics technology. Ad Victoriam can help you stay competitive and revolutionize the way you do business by using Salesforce’s comprehensive BI analytics tools. Learn more about leveraging successful business intelligence by browsing this blog, or contacting us here to discuss our Salesforce consulting services.

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Some features in Summer ’19 affect all users immediately. Other features require direct action by an administrator before users can benefit from the new functionality.

Ad Victoriam’s consulting team took a deep-dive through Salesforce’s extensive Summer ‘19 Release Notes document – all 545 pages of it – to highlight for admins nine of the most interesting updates you can initiate now.

The following changes all apply to Lightning Experience in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions.

Reference Custom Metadata Type Records in Process Builder

AdVic Overview: Allows for best practices to be used by less hard coding and easier deployments than Custom Settings.

Salesforce Details: Reference custom metadata type records from a Process Builder formula to automate your business processes reusing functionality that you define. To change a value, you can update it in the custom metadata type instead of in your process and any hard-coded formulas that your process uses.

Keep Users in the Know with Notification Builder

AdVic Overview: Allows admins another way to notify users.

Salesforce Details: Send customized notifications when important events occur. For example, alert an account owner if a new support case is logged while trying to close a deal. Or, send a notification for a unique workflow built entirely with custom objects. Previously, you could send only standard notifications for use cases predefined by Salesforce. Notification Builder puts you in control of who needs to know what and when.

Set Up Mass Quick Actions in Communities

AdVic Overview: Allows community users to act on multiple records at once.

Salesforce Details: Mass quick actions are now available in Lightning communities the same as they are in Lightning Experience. Your customers can select up to 100 records in a list view and perform mass updates rather than updating records one at a time.

Take Control of the Hover State in the Tile Menu (Beta)

AdVic Overview: Good for those not using custom components.

Salesforce Details: The hover icon has been replaced in the Tile Menu component with a new display setting. You can show or hide the standard Salesforce hover icon for a menu item.

Power Up Your Related Lists with Enhanced Related Lists (Beta)

AdVic Overview: Take your related lists to the next level.

Salesforce Details: Show up to 10 columns with Enhanced Related Lists. Resize and sort your columns, perform mass actions, and wrap text.

Merge Cases into a Single Record (Beta)

AdVic Overview: Out of the box support for duplicate cases, a common issue.

Salesforce Details: If you have duplicate cases or cases that you want to merge into a single case, you can now merge two or three cases into one master record. When you merge cases, the master record is updated with your chosen field values. Most related lists, feed items, and child records are merged into the master record. The master record keeps the Chatter feeds, your values for read-only and hidden fields (except Created Date and Created By), related items, and security.

Sort Dashboard Components by Groups and Measures

AdVic Overview: Improved sorting capability.

Salesforce Details: Overhauled sorting in dashboard components and improved how components sort data. Instead of choosing to sort by label or value, you can sort by a named group or measure. Plus, dashboard components now support two-level sorting. Now you can sort a component by stage and then by the sum of the amount, or by average age and then record count.

Resize Columns in Lightning Tables

AdVic Overview: Ability to make all Dashboard tables readable.

Salesforce Details: For those times when a Lightning table column feels a bit cramped, go ahead and open it up by resizing it. You can resize columns but not rows. Resizing lasts only for the current session. So the next time you open the dashboard, the columns use their default widths.

Evaluate Each Record in Reports with Row-Level Formulas (Beta)

AdVic Overview: Allows for improved reporting and in some cases reduces the need for custom fields to do this.

Salesforce Details: Answering business questions sometimes means making a calculation on every row in a report. With row-level formulas, you don’t need to export report data to a spreadsheet or ask an admin to create a one-off custom formula field. Instead, write a row-level formula directly in the Lightning report builder.

Ad Victoriam Solutions’ reputation as a top-rated Platinum Certified Salesforce Consulting Partner has spread well-beyond our headquarters in Atlanta, GA. The secret to our success? For starters, our renowned extensive experience and ability to help you with any of your Salesforce implementation or integration solutions. If you are interested in learning more about any of these new Release Notes for Summer ’19 and how they can benefit your company, contact us now.

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Common Productivity Destroyers

Operations teams that handle tasks manually (spreadsheets, paper, etc.). Have you seen that row of filing cabinets? These departments especially would benefit from innovation and automation. Visualize a system that captures data and creates visual dashboards displaying pertinent, real-time data with one click.

Sales teams who look up prices, add discounts to proposals and then wait for a manager sign off. Hopefully, the prospect waits until the quote gains approval before signing on with a competitor. Visualize an automated quote generator that populates the right prices, discounts and alerts management that a quote is ready for their one-click approval.

Marketing teams want to tailor their messages. Unfortunately, most teams don’t have access to comprehensive data in one system. This makes personalized messaging difficult and less effective. Visualize empowering your marketing team with a 360-degree view of the data so they can target the right leads with the right messages.

Manual day-to-day tasks, siloed data, and antiquated processes slow down projects/revenue, are riddled with redundancies, and create frustration. Us innovators and improvement seekers don’t like to settle and are driven to evolve and advance.

So, how do you achieve this vision? You do this with the Salesforce CRM Platform.

The Salesforce CRM Platform

The Salesforce CRM Platform is the number one application development platform that lets you build tailored functionality. Now, every department in your company is more productive. To do that, Salesforce has a suite of tools from Sales Cloud to Service Cloud to Einstein Analytics that:

Empower Everyone with No Code
Anyone can solve business problems fast using drag-and-drop tools, without writing a line of code.
Develop Apps with Pro-Code
Focus programmatic developers on the highest value initiatives like building Lightning Components, which are reusable blocks of code that admins can drag-and-drop into applications.
Accelerate with Enterprise Services
Ensure governed and compliant app development that seamlessly connects disparate systems.

And remember, when you bring data into Salesforce as an app, you also get powerful built-in services that make your data and your departmental processes more secure thanks to identity, security, and access controls. You also get collaborative tools such as Chat baked right in, as well as reports, search, dashboards, and so much more. And don’t forget that everything you build on Salesforce is mobile ready.

Intelligent Insights with Einstein

Another highlight of the Salesforce Platform is Einstein Analytics (formerly known as Salesforce Wave Analytics). Einstein provides access to intelligent insights into your departmental data. Here’s what you can do:

• Take action on insights infused into any business process in Salesforce
• Easily build, customize, and extend analytics to meet the needs of your business
• Make smarter decisions with AI-powered discovery, predictions, and recommendations

Therefore, it’s just a fact that people move faster, work smarter, and live happier when small innovations are introduced into their day-to-day lives… Innovations like connecting the Salesforce Platform to your business’ back-end ERP for a 360-degree view of your data.

Ad Victoriam Solutions – a Salesforce Platinum Partner – can help your company solve small or complex problems and revolutionize the way you do business. We go beyond the obvious to uncover each businesses’ true mission and develop in-depth strategic plans. Think of us as a long-term partner, because that’s how we view all of our relationships out-of-the-gate.

So, why not get in touch with us today? Let us show you how our suite of Salesforce Consulting Services can help every department in your company be more productive.

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