Salesforce: Some Insights

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...