On the top right of your screen, you will see a live or extract option, as shown in Figure 3.14. If you are connecting using the Salesforce connector, that option will be greyed out, as it is not possible to connect to
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Congratulations on managing to connect to your Salesforce data! You are now in your data tab, and these are its components: Basic data manipulations in the data screen To start working with your data, simply choose any of the objects on the
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8. Click Sheet 1 to go to the worksheet, as shown in the following figure: Figure 2.28: Go to worksheet 9. Click Accounts, as per the following figure: Figure 2.29: Look at accounts 10. Drag the fields Billing Country and Account Name
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This chapter will provide a step-by-step guide on setting up a Salesforce org with Customer Relationship Management (CRM) analytics integrating it with Tableau, and highlighting the key features and configuration options for enabling CRM analytics. Next, we are going to cover the
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Finally, CRM analytics can help businesses gain a deeper understanding of their customers. By analyzing customer data, businesses can identify patterns and trends that can be used to develop insights into customer behavior, preferences, and needs. This means that businesses can better
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Salesforce is the world’s top enterprise software company. Founded in 1999 by a group of former Oracle executives, Salesforce has been on a journey of growth and innovation. Due to its innovative Software-as-a-Service (SaaS) approach, all but unknown at the time, Salesforce
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Here is how to make the most of your connections: And that is all from Philip! Summary I sincerely hope these recruitment experts’ knowledge will assist you in future recruitment opportunities, and that the advice from the first two experts will help
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Here is how to start effectively leveraging your contacts: Engage with the Salesforce community Here are a few reasons why engaging with the Salesforce community is worthwhile:
One challenge would be job interviews and conversations with recruiters. As you probably know, LinkedIn is considered the best business portal (not just in my opinion). If you are new to it, here are some of my tips: Now, a few words
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After a while, I succeeded. However, while the technical side of my skills developed relatively quickly – completed Trailheads and scenarios greatly aided in gaining the required knowledge – unexpected difficulties were brought by what is called the soft side. I am
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