Category Archives: Alteryx

Customer Cohorts and Product Sequence with orders data

Whether you work in B2B or B2C, getting a better understanding of customer or account transactions in sequence is core. Customer cohorts will show you how well you are doing acquiring new customers, but also do they conduct repeat business … Continue reading

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How to Import SFDC Recursive Hierarchies to Tableau

If you have dealt with hierarchies from Salesforce (SFDC), or from most normalized transactional systems, you have faced some challenges to use those hierarchies in Tableau. Those systems treat hierarchies as a recursive model, storing Parent to Child relationships in … Continue reading

Posted in Alteryx, Automation, Marketing, Sales, SFDC, SQL, Tableau, Uncategorized | Tagged , | Leave a comment

Snowflake Summit 2019 Debrief

I was very excited at the thought of attending the first edition of the Snowflake customer event In San Francisco last week, and the event did deliver…

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Classify records based on keywords in a text field

Have you ever been tasked to assign customers to a category based on a free form text field? This happens a lot in B2B marketing, using the Title that a prospect has input into a form. It can certainly be … Continue reading

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How to edit Salesforce credentials within several Alteryx workflows at once

In Alteryx, the Salesforce connector is very useful to easily import raw data from Salesforce using its wonderful API. All you need to input is the email and password for a API enabled user login, as well as the Security … Continue reading

Posted in Alteryx, SFDC | 4 Comments