Meliora Insights, LLC
Data Cloud | CRM Analytics (TCRM / Einstein Analytics) Consulting
meliora - 'for the pursuit of the better'
"A hazy view of what's to come outperforms complete darkness by a landslide"
- Eric Siegel: Predictive analytics: The power to predict who will click, buy, lie or die
This page contains use-case / proof-of-concept videos utilizing Tableau CRM (aka Einstein Analytics) and Salesforce.
Einstein Discovery: This video explores a Long Beach, CA School District Dataset (courtesy of data.world) using Einstein Discovery to find patterns leading to maximized test scores.Watch this 7 minute video.
Einstein DataFlow: This video loads an Excel loan amortization table into SalesForce and utilizes Einstein Analytics' dataFlow to process the csv file then renders its output onto a Dashboard for visualization.Watch this 7 minute video.
Einstein Data Import Wizard w/ Process Builder: This video loads an Excel sheet into SalesForce using the data import wizard. After record creation , the process builder uses a CASE statement to 'transform' an Excel text field into a currency custom field. Eg. Income Range of " $10 | 000 to $20 | 000" in a text field creates a measure field of $15,000". Watch this 10 minute video.
SalesForce Object Search Language (SOSL): Quick use-case of SalesForce Object Search Language (SOSL) to find telephone numbers in the entire SalesForce org using the developer console. Watch this 5 minute video.
Einstein Data Loader: This is part 1 of a 2-part tutorial demonstrating the import,export functions of the Data Loader to load a denormalized Excel file into a normalized SalesForce model. Watch this 7 minute video - part 1.
This is part 2 of a 2-part tutorial demonstrating the import,export functions of the Data Loader to load a denormalized Excel file into a normalized SalesForce model.Watch this video - part 2.
SalesForce Record Types: This video explores the utility of record types as a way to customize the user interface experience.Watch this 13 minute video.
Salesforce Field Definition, Page Layout and Record Types: These 3 videos explores the creation of new fields to be inserted into custom objects, creating record types and creating page layouts for each record type.
Click here for the custom record type video.
Click here for the page layout video.
Click here for the custom field video.
Data Loader De-duplication: This video explores the use of Data Loader to eliminate duplicates from the Accounts Object.Watch this video 14 minute video.
Data Loader Upsert: This video continues Episode 7 which explores the use of Data Loader to Upsert (update and insert) data into contacts object and link it to the Accounts object. Watch this 14 minute video.
- Eric Siegel: Predictive analytics: The power to predict who will click, buy, lie or die
This page contains use-case / proof-of-concept videos utilizing Tableau CRM (aka Einstein Analytics) and Salesforce.
Einstein Discovery: This video explores a Long Beach, CA School District Dataset (courtesy of data.world) using Einstein Discovery to find patterns leading to maximized test scores.Watch this 7 minute video.
Einstein DataFlow: This video loads an Excel loan amortization table into SalesForce and utilizes Einstein Analytics' dataFlow to process the csv file then renders its output onto a Dashboard for visualization.Watch this 7 minute video.
Einstein Data Import Wizard w/ Process Builder: This video loads an Excel sheet into SalesForce using the data import wizard. After record creation , the process builder uses a CASE statement to 'transform' an Excel text field into a currency custom field. Eg. Income Range of " $10 | 000 to $20 | 000" in a text field creates a measure field of $15,000". Watch this 10 minute video.
SalesForce Object Search Language (SOSL): Quick use-case of SalesForce Object Search Language (SOSL) to find telephone numbers in the entire SalesForce org using the developer console. Watch this 5 minute video.
Einstein Data Loader: This is part 1 of a 2-part tutorial demonstrating the import,export functions of the Data Loader to load a denormalized Excel file into a normalized SalesForce model. Watch this 7 minute video - part 1.
This is part 2 of a 2-part tutorial demonstrating the import,export functions of the Data Loader to load a denormalized Excel file into a normalized SalesForce model.Watch this video - part 2.
SalesForce Record Types: This video explores the utility of record types as a way to customize the user interface experience.Watch this 13 minute video.
Salesforce Field Definition, Page Layout and Record Types: These 3 videos explores the creation of new fields to be inserted into custom objects, creating record types and creating page layouts for each record type.
Click here for the custom record type video.
Click here for the page layout video.
Click here for the custom field video.
Data Loader De-duplication: This video explores the use of Data Loader to eliminate duplicates from the Accounts Object.Watch this video 14 minute video.
Data Loader Upsert: This video continues Episode 7 which explores the use of Data Loader to Upsert (update and insert) data into contacts object and link it to the Accounts object. Watch this 14 minute video.