Meliorainsights.com
  • Home
  • Tableau CRM
  • Blog
  • Non-Profits
  • Our Clients
  • About
  • Trading Studio

​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).

Picture

Workbench

2/27/2023

0 Comments

 
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
Picture
Picture
0 Comments



Leave a Reply.

    Archives

    June 2025
    April 2025
    January 2025
    November 2024
    August 2024
    April 2024
    March 2024
    February 2024
    January 2024
    December 2023
    June 2023
    May 2023
    April 2023
    March 2023
    February 2023
    December 2022
    October 2022
    September 2022
    July 2022
    April 2022
    March 2022
    January 2022
    November 2021
    June 2021
    April 2021
    March 2021

Site powered by Weebly. Managed by Hostwinds
  • Home
  • Tableau CRM
  • Blog
  • Non-Profits
  • Our Clients
  • About
  • Trading Studio