Business Intelligence and Analytics

Getting Started with CRM Analytics (Formerly Einstein Analytics)

Many enterprises leverage Salesforce for its native reports and dashboards to understand their data and performance. However, over the last few years, with “the volume of customer data has been...

Choosing the Right Fields for Salesforce Local Connection with CRM Analytics

The native connectivity between Salesforce and CRM Analytics makes it easy to bring data from Salesforce into CRM Analytics. At the start of any CRM Analytics project, the first step...

The First 30 Days Learning Salesforce

From Scout to Mountaineer When I started at CloudKettle I realized 2 things pretty quickly: 1) It was a welcoming and warm environment 2) If I wanted to succeed, I...

Maturity Levels in Business Intelligence

Where do we stand? And how do we improve? The world of Business Intelligence (BI) can be complicated to navigate. With many moving pieces, multiple technologies, and many different people...

Creating Effective User Stories for Salesforce

When managing any Salesforce project, one of the keys to success is the creation of properly written User Stories. These will provide your team with the building blocks they need...

How CRM Analytics Benefits the C-Suite

CRM Analytics can be a significant asset to any organization with large volumes of data, especially if much of that data exists in Salesforce. By combining powerful analytics, data transformation...