Business Days in Salesforce CRM Analytics (Tableau CRM)

Credits : DB Services
DB Aug 12, 2022
1,412  Views

It's common for businesses to want to take business days into account when showing data on a dashboard in CRM Analytics (formerly Tableau CRM) to compare those figures to last year's same period. The problem is that CRM Analytics does not have a native set of functions to calculate business days; however, Sales Cloud does. We demo how to utilize Sales Cloud's business hours object and some custom Apex to generate business days to sync to Analytics for dashboard queries.

Read the article and download the sample file. https://dbservices.com/blog/business-days-in-salesforce-crm-analytics

Categories: Analytics
Tagged: Salesforce Training, Salesforce Sales Cloud, salesforce, Apex, Business Logic, Salesforce Video, Sales Cloud, Salesforce Learning, Analytics, Salesforce Analytics, Custom Apex, CRM Analytics, Tableau CRM, Tableau Software, Business Hours, Analytics studio, Business Days, Analytics for Dashboard

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