Mark Tossell
February 19, 2021
Einstein Discovery is a curious enigma in the Salesforce ecosystem. Most people in the Salesforce world have heard of Einstein, as it has been widely publicised, but the majority have little understanding of what it does and how they can use it. In fact, even a good number of thought leaders and consulting partners are […]
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February 19, 2021
It’s all about getting value from data – right? Sounds simple, but one of the many challenges faced in this quest is the plethora of Business Intelligence (BI) tools available for the user to choose from. For example, consider the Gartner 2020 Analytics & BI Platforms Magic Quadrant: Now that Tableau is a Salesforce product, Salesforce customers have […]
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February 19, 2021
You’re using Salesforce, the #1 CRM in the world. It comes with great native analytics, providing powerful, customisable reports and dashboards. It’s working really well for your team or business. Why, then, do you need Einstein Analytics when you already have Salesforce reports and dashboards? If you would to go to the effort and expense […]
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February 19, 2021
If you’re like me, you had a “What in the world!?” moment when Salesforce announced the renaming of Einstein Analytics as TableauCRM. Whoa! As if people weren’t confused enough already, we’ve gone from Wave, to Einstein Analytics, and now to TableauCRM. And just how many analytics tools does Salesforce now own? I mean, there is, Salesforce […]
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September 30, 2020
Selection binding is a very powerful feature in Einstein Analytics. The nested version of selection binding can do wonders when used effectively. It is one of many underutilised features of the amazing Einstein Analytics platform. In a recent use case that I worked on implementing Einstein Analytics, there was a requirement to calculate a measure […]
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July 27, 2020
Trigger a Batch Job from Einstein Analytics Bulk Action I am happy to write my first blog on a topic that I enjoy the most. The Bulk action feature of Einstein Analytics has been always a fascinating one for me. This gives the ability to combine data from multiple sources, analyse the data and trigger […]
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April 11, 2019
The higher education landscape is one that is highly competitive – every institution is focussed on Ranking, Recognition, Reputation and Revenue. There are many factors that contribute to these results, but of all the factors that affect the health and prosperity of higher education institutions, the most crucial and influential, by far, is student success. Higher education […]
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May 17, 2018
What is Einstein Analytics and how can we use it? Customers are generating more data than ever before. Salesforce Einstein Analytics seeks to collect, analyse and transform and this critical business data to create meaningful insight. Consolidating CRM, ERP and other silos of data and unifying it into a single view – enabling our clients […]
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May 17, 2018
“What gets measured (and incentivised), gets done” Visioneer360 was born from our efforts as the leadership team to transform our own wealth management and healthcare businesses into organisations that thrived on making decisions well, and that incentivised the right set of activities. As managers of these businesses we’ve always focussed on defining goals for […]
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May 17, 2018
At its core, business intelligence (BI) is the implementation of a suite of software and dashboards to understand business data in a way that helps organisations make better decisions. But, we believe it’s more than that. It’s a journey that represents a fundamental change to the way an organisation utilises and values its data. It’s […]
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