Atrium’s Post

CRM Analytics recipes: data connections vs. direct data… When it comes down to it, which is faster? More convenient? Get the results of our own testing. #salesforceanalytics #crma

CRM Analytics recipes: data connections vs. direct data… When it comes down to it, which is faster? More convenient? Get the results of our own testing. #salesforceanalytics #crma

CRM Analytics recipes: data connections vs. direct data… When it comes down to it, which is faster? More convenient? Get the results of our own testing. #salesforceanalytics #crma

Data Connections vs. Direct Data. Which is faster? Which is more convenient? The answer might surprise you. 🤔 We put both methods to the test and found some interesting results. Want to know which one came out on top? 🏆 Check out our latest blog post for the full breakdown and tips on choosing the best approach for your organization: Let me know what you think! 👇 #CRManalytics #Salesforce #dataanalytics #atrium

Step-by-Step Guide to Better Data Quality #backtobasics #datamanagement #crmdata #datamarketing #cdp #crm

Datasets within CRM Analytics can be accessed, created, and modified using the InsightsExternalData Object 👇 The InsightsExternalData object enables you to configure and control external data uploads and is used with the InsightsExternalDataPart object, which holds the parts of the data to be uploaded. Steps : 1. Login to Workbench  2. Data | Insert | Select Object type as InsightsExternalData 3. Populate the values of each field as specified here https://t.ly/zsN6b . 4. Insert the record and store the Salesforce ID generated we need this in next step. 5. Now Insert data into InsightsExternalDataPart. 6. Insert the InsightsExternalDataPart file. 7.If your data file is huge, you need to chunk it into parts of 10 MB chunks and use PartNumber to specify the order of the files, each chunk needs a separate InsightsExternalDataPart file inserted.  8. Once all the part files are inserted we need to update the parent InsightsExternalData record to process the data.  9. Now go to update > InsightsExternalData > use the Id we stored earlier and update the record with below fields.  Action: Process 10. Once the Update is successful navigate to Analytics Studio > Data Manager and you can see a job submitted with the name of the dataset alias we used, once the job runs successfully you can see the dataset created. #CRMAnalytics #Salesforce #DataInnovation #BusinessIntelligence #DataStrategy #TechTransformation

Data integration used to be simple. But today, businesses are navigating a vast sea of data from CRMs, marketing platforms, sales tools, and more 🌐. To transform this data into actionable insights, you need integration tools that are not just fast, but also scalable and reliable. In this article, we explore what makes data integration effective and the best practices you can take to help your organization leverage it to the fullest. Click here to read the entire blog: https://bit.ly/4cbf86H #dataanalytics #dataengineering #dataintegration

when you are trying to solve a problem like retrieving/displaying the most recent records for different categories across subgroups. please refer the below article for the approaches in the Data Recipe to accomplish this transformation in this post. #salesforcecommunity #salesforce #einsteinanalytics #einstein #datarecipe #CRMA #CRMAnalaytics #tableauCRM #Tableau #dataanalytics #data #dataanalysis https://lnkd.in/gCNHvXts

Transform Your Executive Dashboard: The Hidden Power of Calculated Fields Stop settling for raw data imports in your executive dashboard. The BI teams for the most successful CEOs are unlocking deeper insights by transforming their CRM, sales, marketing, and accounting metrics into actionable intelligence through calculated fields. What if you could: * Uncover hidden profitability trends * Track true customer acquisition costs * Measure team performance in real-time * Monitor cash efficiency ratios * Predict revenue with greater accuracy We've just published a guide that shows you the importance of implementing calculated fields in your executive dashboards in order to extract maximum value: Read more about calculated fields here: https://lnkd.in/gm5aMY4h #BusinessIntelligence #DataDrivenLeadership #DataAnalytics #DecisionMaking #ExecutiveDashboards

🔗 Zero-Click Summary: Understanding Data Connectors: Bridging the Gap Between Diverse Marketing Data Sources 🔗 Data connectors are essential tools in data analytics, enabling seamless transfer and integration between different systems and platforms. They bridge the gap between data sources and central analytics platforms or data warehouses, providing marketers and analysts with a consolidated view of data from across the marketing ecosystem. Here's a quick guide to understanding and choosing the right data connector: 📡 APIs: Ideal for real-time data access from supported platforms. They automate data retrieval and allow customization to avoid data overload. 💾 CSV Imports: Best for bulk data transfers, like moving historical data. These are user-friendly and work across various systems. 🚀 Other Connectors: Includes webhooks for automatic data notifications, robust database connectors for complex queries, and custom connectors for unique needs. 🛠️ Choosing the Right Connector: Consider your data volume, frequency of updates, technical resources, and integration complexity to pick the most suitable connector. Data connectors streamline your data integration process, enhancing your analytics efforts and operational efficiency. Make sure to test connections, prioritize security, and regularly check data quality to maximize their benefits. READ THE WHOLE BLOG -> https://bit.ly/3TgtL0R