Tableau CRM Basic Terms

To start learning Einstein/Tableau CRM first we need to understand some basic terminology and terms we used and those usage where and how. So lets go through one by one. App An app contains dashboards, lenses, and datasets in any combination that makes sense for sharing your data analyses with colleagues. Apps are like folders, which allow …

Sign up Tableau CRM and Navigate

The best way of Learning Tableau CRM is to practice each concept,Term and usage of Einstein in salesforce and the free edition of salesforce sandbox will not have Tableau CRM licenses automatically, for this specific tool salesforce cameup with Tableau Enabled free developer edition. We all need to sign-up from the below URL only. Sign …

Usages of Einstein Tableau CRM

Tableau CRM is designed to bring true business intelligence to every CRM user in every industry: from sales reps to service reps to business users and beyond. It is 100% mobile — not just for tablets and not as an afterthought. It also allows you to maintain control of your data. With analytics from Salesforce, …

DataTable Component in Lightning Flows

We all know that we can use Lightning Components in our flows to enhance the user interface in the different flow screens. We can also use Apex to create advance functionality which flow can invoke.And we also know that we have Lightning Data table to use Lightning components and LWC but cannot in flows, which …

Lock/Unlock Records Using Apex in Salesforce

Whenever we develop Approval Process in salesforce if we do not set final approval/final rejection step as unlock, the records processed in approval will stay in locked condition. To unlock those records in not possible through salesforce lightning, we have to switch to classic version individually. But it is not suggestable way when we have …