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Quick Tips: Sort Pipeline by Sales stages with Salesforce Tableau CRM (Einstein Analytics)

Quick Tips: Sort Pipeline by Sales stages with Salesforce CRM Analytics (aka Tableau CRM) Problem Statement While working on a recent change, we realized (a bit late) that the sales pipeline view shows sales stages in incorrect order. Ideally, you would want the pipeline view to reflect the stage in the same sequence as the sales process (for example Prospect, Propose, Negotiate, Close). Sales Path Sales Pipeline Initial SAQL q = load "opportunities" ; q = group q by 'StageName' ; q = foreach q generate 'StageName' as 'StageName' ,      sum ( 'Amount' ) as 'sum_Amount' ; q = order q by 'StageName' asc ; q = limit q 2000 ; Solution Approach Approach 1: Augment a field within the Opportunity dataset (CRM Analytics) to generate a new column for the Sales stage sequence This approach would be faster to deliver and has comparatively less change. However, as sales stages are changed/ updated it can result in the Tableau CRM da
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Quick Tip : Stop emails from Sandbox to unwanted domains

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Quick Tips: Queueable Apex : Loose Coupling with Chainable Interface

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Quick Tips: Setup Salesforce developer machine - without ADMIN Access

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Tool - Google Play Comments Extractor

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Salesforce : Quick Tips: Mass Upload Roles

Recently, I was working on a project, wherein the organization was undergoing complete restructuring (merger, re-organization) and added to that re-vamp of CRM to improve Sales operations. As an integral part of data security. There was a need to review and redesign role hierarchy. Long story short, we ended up with a large list of roles (400+). We could have assigned someone to manually create these roles, but due to obvious reasons, I wanted to get this handled via script. I want to share a quick code snippet which can help you generate roles en-masse, without having to put in boring and gruesome hours of manually creating roles. [ Important: This solution will work when you have unique role names] SETUP Create the top level role manually at desired hierarchy level. For e.g. in our sample script, we used "CEO" role to build new hierarchy under CEO role DATA PREPARATION Firstly, as an approach of user onboarding we followed following steps: Created a l

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