Category Archives: SFDC

How to build a history table with Snowflake and Fivetran

Posted on 2021-03-30 by Frederic

What I mean by history table is what is commonly called a Slowly Changing Dimension, or SCD table of type 2, which retains efficiently all the previous values I decide to track, for accurate historical reports. Why do we care … Continue reading →

Posted in SFDC, Snowflake, SQL, Uncategorized | Tagged , , | Comments Off on How to build a history table with Snowflake and Fivetran

How to Import SFDC Recursive Hierarchies to Tableau

Posted on 2020-05-07 by Frederic

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 , | 6 Comments

How to edit Salesforce credentials within several Alteryx workflows at once

Posted on 2019-04-22 by Frederic

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, Productivity, SFDC | 6 Comments

How to compare your customers by visual cohort chart

Posted on 2018-05-03 by Frederic

When trying to get a better grip on the performance of a large number of customers (or accounts, or pupils for the matter), and  progression over time of their count, their revenue  or their conversion from one status to another, … Continue reading →

Posted in Marketing, Performance, Sales, SFDC, Tableau | Tagged | Comments Off on How to compare your customers by visual cohort chart

Report and Analyze Marketing Campaigns ROI

Posted on 2015-12-01 by Frederic

Marketing ROI is a vast topic, top of mind for most CMOs who feel accountable for their budget. Yet, that topic is not well established academically, and even less technically. A simple search on Amazon shows some books addressing the … Continue reading →

Posted in Alteryx, Marketing, SFDC, Tableau | Tagged , , | 1 Comment