It is not enough to do traditional BI or Visualization, next trend is Intelligent Experience.
Common questions to ask
- What Happened
- Why it happened
- What will happen
- What to do about it
You can create Stories from the dataset.
In Intelligent experience you get the following all in one page:
- Get notified
- See what happened using charts
- See predicted win rate
- Take Action
- Create a new dataset from CSV.
- Create a Story. Used to Maximize/Minimize the variable. For example maximizing daily quantity.
- Select the fields
It would run descriptive analysis followed by predictive analysis.
Deploy to Salesforce. This will deploy your model to Salesforce.
Without Sync dataset pulls data fresh directly from SF objects.
With Sync enabled there is persistent sync layer. Which has option for incremental sync for SF local objects upto 100 objects. Do run periodic full sync.
You can add filters while synching data from Salesforce to Sync layer.
You can schedule sync.
