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The Beginner’s Guide to Joins in CRM Analytics
In the world of Business Intelligence, the ability to combine data from different sources is essential. Salesforce CRM Analytics (formerly Tableau CRM) offers a powerful feature called “joins” in its Recipe tool. You can think of creating joins as playing the role of a matchmaker for your data. They allow you to bring together data…
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Looking Behind the Curtain of Einstein AI: How Salesforce’s AI Powers Smarter Decisions
Have you ever wondered what’s happening behind the scenes when you see Einstein AI recommendations, predictions, or automated actions? This post unpacks what’s happening under the hood—no complex mathematics, just clear, intuitive insights into the algorithms at play that help businesses make smarter, data-informed decisions. What Is Salesforce Einstein AI? Think of Einstein AI as…
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Everything You Need to Know About Salesforce Data Cloud Credits
Data Cloud credits power usage in Salesforce Data Cloud — every time you perform an action in Data Cloud, credits are consumed. Credit consumption is based on different actions performed in the platform, where the actual consumption rate is based on the platform feature, the complexity of that feature, and ultimately the underlying compute cost…
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Integrating Health Cloud and Data Cloud
Medical Record Management Challenges Medical record management poses several key challenges for healthcare providers. Most notably, ensuring the integrity and availability of patient health information, while remaining compliant with regulations such as HIPAA (Health Insurance Portability and Accountability Act). Healthcare providers must implement robust security measures to protect sensitive patient data from breaches and unauthorized…
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Integrating Financial Services Cloud and Data Cloud
The Customer Data Problem The vast majority of Financial Services organizations today share a common problem: customer data is siloed across departments and systems. Imagine an investment firm that offers a portfolio of financial products like mutual funds, stocks and retirement planning services. Information about these various products typically reside in separate (and typically proprietary)…
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Salesforce Data Cloud Model Explained
Introduction While many Salesforce products including Sales Cloud, Service Cloud, Education Cloud, Health Cloud and other Salesforce industry clouds are built on a common ‘core’ platform that share the same datastore (an Oracle relational database), Data Cloud uses a very different architecture and technology stack from other Salesforce ‘Clouds’. This post explains the data models…
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Data Ingestion for Salesforce Data Cloud
As its name implies, Salesforce Data Cloud is a data platform — before you can begin using the platform, you first need to get data into it. And while Data Cloud provides various options for importing data, it’s important to select an optimal method to integrate data sources into the platform. Unfortunately in data architecture,…
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Salesforce Data Cloud Primer
As part of a Salesforce Data Cloud series, this initial post sets out to clarify and explain exactly what Data Cloud actually is, what it’s not, and why it’s a game changer. An Evolutionary Platform Salesforce Data Cloud is arguably the most significant platform to be released in the history of Salesforce. However, its journey…
