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Meliora Insights, LLC

​Data Cloud | CRM Analytics  (TCRM / Einstein Analytics) Consulting
​meliora - 'for the pursuit of the better'


A blog series distilling quantitative concepts /use-cases in CRM Analytics  (Einstein Analytics).

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Workbench

2/27/2023

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Most implementations in Einstein Analytics/CRMa start off with data profiling and clean-up. A typical use-care might be to audit an instance, figure out the list of CRMA assets and devide which ones to delete, preserve or modify. There is a tool called workbench which gives a CRMA dev/admin a quicker way to list these assets. Here are sample get/post statments.
Step 1: Start workbench   https://workbench.developerforce.com/login.php
Step 2: login using current salesforce instance credentials.
Step 3: Get to the main workbench page and issue get/post,etc. Here are some examples
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