Dominique Beaudin, Author at The Spot

CRM Analytics: Use Parameters to Make Component Widgets Dynamic

Components are a hidden gem in the CRM Analytics (formerly Tableau) toolbox. You can re-use them in any dashboard and then centrally make changes that affect any dashboard where...

July 17, 2023 | By Dominique Beaudin

5 Reporting Accuracy Strategies to Get Your Data the Trust it Deserves

So you’ve spent hours gathering requirements, picking datasets and creating the most beautiful report the world has ever seen. And then, while presenting your amazing work to leadership you...

April 14, 2023 | By Dominique Beaudin

Pardot

Uncover Marketing Magic with Pardot Custom Redirects

The marketing magician has many tricks in the Marketing Cloud Account Engagement (Pardot) toolkit. One of those magical tools is the Pardot custom redirect. What makes a Pardot custom...

November 30, 2022 | By Dominique Beaudin

Unified Analytics: Find Reports and Dashboards Faster in Analytics Home

If you’re like me, you hate spending half your life looking for things that have been filed already. I have reports in CRM Analytics and Salesforce, and it feels...

November 28, 2022 | By Dominique Beaudin

How to Choose a Salesforce Marketing Reporting Tool

Not sure which Salesforce marketing reporting tool is the best for showing the results of your campaigns? With so many to choose from between Salesforce CRM, Marketing Cloud Account...

October 10, 2022 | By Dominique Beaudin

Salesforce Native Reporting: Get More From Your Data

Salesforce has robust native reporting capabilities that come out of the box. But what happens when you need more? What CAN you do? This Salesforce native reporting overview will...

September 16, 2022 | By Dominique Beaudin

Salesforce Summer ‘22 Release: CRM Analytics Features We Love

The Salesforce Summer ‘22 Release is sending lots of love to CRM Analytics (formerly Tableau CRM) users in the form of updates and new features that make reporting work...

June 21, 2022 | By Dominique Beaudin

Renovate Your CRM Analytics Dashboard: Create a Custom Toggle in 3 Steps

Ever wonder how you can optimize real estate in your Salesforce CRM Analytics (formerly Tableau) dashboard? A great option is using toggles. There are several types of toggles. You...

April 7, 2022 | By Dominique Beaudin

How to Use Flags in Tableau CRM to Create Many-to-One Relationships

Ever wished you could facet, filter and do other magic on a dataset that also had aggregated data from a summary table in Tableau CRM? There is a way!...

February 18, 2022 | By Dominique Beaudin

Recipe for success: Pardot B2BMA columns to rows

Learn how to change your data columns to rows in Pardot B2B Marketing Analytics/Tableau CRM.

July 9, 2021 | By Dominique Beaudin

Use Accounts as Campaign Members in Pardot

The ability to designate Pardot Accounts as campaign members is finally here! Included in the Salesforce Spring ‘21 release is a beta feature that’s going to make many Pardot...

June 29, 2021 | By Dominique Beaudin