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Saturday, September 13, 2025
B2B Marketing Analytics: Account Engagement Email Datasets
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To continue from the previous blog , if you get an error when creating the B2B Marketing Analytics app, once the app is created successfull...
Friday, September 12, 2025
CRM Analytics: Enhancing Dashboard Filter with Custom Range Value
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Requirement : Create a filter in the dashboard that bucket sums the Amount of customers into categories, such as low (< $500), medium ($5...
Tuesday, August 26, 2025
Salesforce: Shortcut create Task
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Instead of starting with a blank task record when creating a task, we can prepopulate some fields when creating a specific task, and we can ...
Friday, August 15, 2025
CRM Analytics: Join or Augment Master to Child
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When you augment the master table with a child table and there are multiple rows for the same master value, which row will the dataflow and ...
Thursday, August 7, 2025
CRM Analytics: Sort Date field
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I recently encountered working with a CSV file containing a date field in dd-MM-yyyy format. CRMA supports this format when manually loading...
Thursday, July 31, 2025
MCAE: Open Prospect user interface with Prospect ID
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If you have the Prospect ID, you can open the Prospect detail with the following URL with parameters: With the Pardot user interface: https:...
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