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Saturday, June 13, 2026

CRM Analytics: Multi Currencies

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When we pull data from Salesforce with multi-currency enabled, what will the value be in the CRM Analytics dataset? We usually find this in ...
Monday, May 25, 2026

Architecture Email Sent from Salesforce and Account Engagement

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1. Account Engagement Emails & Account Engagement Email Templates datasets In this blog , we discussed Account Engagement Emails and the...
Saturday, May 16, 2026

CRM Analytics: Aging between Status

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Requirement : to get aging across the record status using object history data. Status is enabled for tracking. In this example, I'll use...

CRM Analytics: date_to_epoch

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In this blog , we shared in detail to use daysBetween(start date, end date) and date_diff(datepart, start date, end date)  functions to comp...
Tuesday, May 12, 2026

CRM Analytics: Simple Binding

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Scenario : Instead of creating 2 widgets for Count of Opportunity and Sum of Amount, we need a toggle that lets the user switch between coun...
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