Calculated Insights Archives - gettectonic.com
09May

Revolutionizing Analytics: Summer ’25 Release Highlights

Next-Generation Analytics Across Salesforce The Summer ’25 release brings transformative updates to Salesforce’s analytics ecosystem, empowering organizations with smarter insights, enhanced accessibility, and seamless data integration. Here’s what’s new: Tableau Next: The Future of Enterprise Analytics (Available in Enterprise, Performance, and Unlimited editions) A unified analytics powerhouse combining Tableau’s visualization strengths with Data Cloud’s semantic layer and Agentforce’s contextual AI. Key Capabilities: Why It Matters:“Tableau Next represents the first truly agentic analytics platform – where insights automatically trigger business actions,” says Salesforce CPO. Lightning Reports & Dashboards: Smarter Refresh (Generally Available) Pro Tip: Combine selective refresh with new “sticky filters” (Winter ’25) for personalized views. Data Cloud Analytics: Deeper Insights Feature Impact Example Use Case Calculated Insights in Reports Apply AI-generated segments/metrics directly in reports Identify high-value customer cohorts 5-Dimensional Grouping Create granular summary reports Analyze marketing ROI by demographic layers Managed Package Deployment Distribute semantic model reports across orgs Roll out standardized financial reporting New Deployment Option: Migrate analytics via change sets (no API required) CRM Analytics: Performance Boost 🚀 3x Faster Queries 🔒 Secure Cloud Connections ♿ Accessibility First Einstein Discovery Update Retired Feature: Decision Optimization beta (after June 5, 2025)Recommended Alternative: Use Einstein Prediction Builder for optimization scenarios Tableau Ecosystem Updates Product Key Improvement Best For Tableau Cloud New embedded analytics SDK Enterprise deployments Tableau Desktop Enhanced geospatial analysis Advanced users Tableau Prep Smart data cleaning suggestions Data engineers Pro Tip: Embed Tableau dashboards in Lightning pages for contextual decision-making. Getting Started “These analytics innovations reduce time-to-insight by 40% in early adopters,” reports Salesforce Labs. Explore Summer ’25 Analytics DocumentationSchedule Release Readiness Consultation Which analytics upgrade will you implement first? Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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May 9, 2025in Agentforce Platform, Data, Enterprise, Salesforce, Salesforce Flow, Snowflake0 Comments

Data Cloud Billable Usage

Data Cloud Billable Usage Overview Usage of certain Data Cloud features impacts credit consumption. To track usage, access your Digital Wallet within your Salesforce org. For specific billing details, refer to your contract or contact your Account Executive. Important Notes ⚠️ Customer Data Platform (CDP) Licensing – If your Data Cloud org operates under a CDP license, refer to Customer Data Platform Billable Usage Calculations instead.⚠️ Sandbox Usage – Data Cloud sandbox consumption affects credits, with usage tracked separately on Data Cloud sandbox cards. Understanding Usage Calculations Credit consumption is based on the number of units used multiplied by the multiplier on the rate card for that usage type. Consumption is categorized as follows: 1. Data Service Usage Service usage is measured by records processed, queried, or analyzed. Billing Category Description Batch Data Pipeline Based on the volume of batch data processed via Data Cloud data streams. Batch Data Transforms Measured by the higher of rows read vs. rows written. Incremental transforms only count changed rows after the first run. Batch Profile Unification Based on source profiles processed by an identity resolution ruleset. After the first run, only new/modified profiles are counted. Batch Calculated Insights Based on the number of records in underlying objects used to generate Calculated Insights. Data Queries Based on records processed, which depends on query structure and total records in the queried objects. Unstructured Data Processed Measured by the amount of unstructured data (PDFs, audio/video files) processed. Streaming Data Pipeline Based on records ingested through real-time data streams (web, mobile, streaming ingestion API). Streaming Data Transforms Measured by the number of records processed in real-time transformations. Streaming Calculated Insights Usage is based on the number of records processed in streaming insights calculations. Streaming Actions (including lookups) Measured by the number of records processed in data lookups and enrichments. Inferences Based on predictive AI model usage, including one prediction, prescriptions, and top predictors. Applies to internal (Einstein AI) and external (BYOM) models. Data Share Rows Shared (Data Out) Based on the new/changed records processed for data sharing. Data Federation or Sharing Rows Accessed Based on records returned from external data sources. Only cross-region/cross-cloud queries consume credits. Sub-second Real-Time Events & API Based on profile events, engagement events, and API calls in real-time processing. Private Connect Data Processed Measured by GB of data transferred via private network routes. 🔹 Retired Billing Categories: Accelerated Data Queries and Real-Time Profile API (no longer billed after August 16, 2024). 2. Data Storage Allocation Storage usage applies to Data Cloud, Data Cloud for Marketing, and Data Cloud for Tableau. Billing Category Description Storage Beyond Allocation Measured by data storage exceeding your allocated limit. 3. Data Spaces Billing Category Description Data Spaces Usage is based on the number of data spaces beyond the default allocation. 4. Segmentation & Activation Usage applies to Data Cloud for Marketing customers and is based on records processed, queried, or activated. Billing Category Description Segmentation Based on the number of records processed for segmentation. Batch Activations Measured by records processed for batch activations. Activate DMO – Streaming Based on new/updated records in the Data Model Object (DMO) during an activation. If a data graph is used, the count is doubled. 5. Ad Audiences Service Usage Usage is calculated based on the number of ad audience targets created. Billing Category Description Ad Audiences Measured by the number of ad audience targets generated. 6. Data Cloud Real-Time Profile Real-time service usage is based on the number of records associated with real-time data graphs. Billing Category Description Sub-second Real-Time Profiles & Entities Based on the unique real-time data graph records appearing in the cache during the billing month. Each unique record is counted only once, even if it appears multiple times. 📌 Example: If a real-time data graph contains 10M cached records on day one, and 1M new records are added daily for 30 days, the total count would be 40M records. 7. Customer Data Platform (CDP) Billing Previously named Customer Data Platform orgs are billed based on contracted entitlements. Understanding these calculations can help optimize data management and cost efficiency. Track & Manage Your Usage 🔹 Digital Wallet – Monitor Data Cloud consumption across all categories.🔹 Feature & Usage Documentation – Review guidelines before activating features to optimize cost.🔹 Account Executive Consultation – Contact your AE to understand credit consumption and scalability options. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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February 26, 2025in Data, Salesforce, Salesforce Data Cloud
Salesforce Data Cloud
11Jan

Getting Started with Data Cloud

Before diving into Data Cloud, ensure your team is prepared by reviewing key considerations, navigation, and licensing details. Prepare for Data Cloud Key Readiness Steps: ✅ Understand guidelines and limitations that may impact billing.✅ Review brand management and organizational structure within Data Cloud.✅ Define a data strategy by exploring data model concepts.✅ Analyze existing data and sources to determine ingestion needs.✅ Plan for unified customer profiles to drive insights.✅ Identify users and their permissions for effective access control.✅ Establish goals and outline how your team will leverage data. 📄 Download the Interactive Data Cloud Checklist & Considerations PDF Navigating Data Cloud Once Data Cloud is enabled, access it through the App Launcher. Key Navigation Features: 📌 Data Ingestion & Modeling – Manage data sources through: 📌 Data Exploration & Analysis – View and interact with data using: 📌 Identity Resolution – Define match and reconciliation rules via the: 📌 Insights & Segmentation – Analyze and act on data with: 📌 Setup & Administration – Configure settings through the: Understanding Data Cloud Licensing & Usage Standard Editions & Add-On Licenses 🔹 Data Cloud is included in various Salesforce editions, with additional features available through add-on licenses.🔹 Your Data Cloud license determines available features—some require separate purchases. Data Cloud Guidelines & Limits 💡 Best Practices: Follow recommended guidelines to optimize performance and adoption.🚧 Feature Limits: Some features have usage thresholds affecting performance or billing.⚙ Scalability: Many limits are adjustable—work with your account executive to customize solutions. Understanding Data Cloud Billing 💳 Billable Usage Types – Certain features impact Data Services Credit consumption.📊 Monitoring Usage – Track usage in your org’s Digital Wallet.📑 Billing Documentation – Review feature & usage documentation before activation.💬 Consult Your AE – Understand cost implications by discussing with your Salesforce Account Executive. Data Cloud & Einstein AI 🤖 Einstein AI is built on data – Review which Einstein features use Data Cloud to optimize performance. Stay Updated on Data Cloud 📢 Feature Releases: Data Cloud updates twice monthly. View the latest updates.📜 Licensing & Access Changes: Stay informed about changes in feature availability, billing, and permissions. Ready to unlock the power of Data Cloud? Start your journey today! Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 11, 2025in Data, Salesforce, Salesforce Data Cloud

Data Cloud Permissions

Data Cloud Standard Permission Sets Permission sets determine the level of access and visibility Salesforce users have to Data Cloud features and data. Salesforce provides six standard permission sets for Data Cloud, which administrators assign to users. While it is possible to create custom permission sets, it is generally recommended to use the standard ones, as they are updated automatically with each release. However, these can be combined with other Salesforce permission sets to expand user access as needed. Identifying Your Data Cloud License To check your org’s Data Cloud license: Important: For details on the transition from legacy standard permission sets to enhanced standard permission sets, see Data Cloud Permission Set Naming Changes During the Enhanced Security Migration Period. System Administrator Access System Administrators can manage and assign users within Setup and access Data Cloud Setup. They must have either the System Administrator user profile or permissions that grant access to Salesforce Setup. Note: A Data Cloud standard permission set is not required to access Data Cloud Setup. Data Cloud Standard Permission Sets General Data Cloud Permission Sets These permission sets can be assigned to users and combined with other Salesforce permission sets: Marketing-Specific Permission Sets Organizations with the Segmentation and Activation Add-On License, commonly used with Marketing Cloud Engagement and third-party applications, have additional marketing-specific permission sets: For details on the Segmentation and Activation Add-On License, contact your account executive. Feature Access by Permission Set The following table outlines the access levels for each permission set: | Feature | System Admin | Data Cloud Admin | Data Cloud User | Data Cloud Marketing Admin | Data Cloud Data Aware Specialist | Data Cloud Marketing Manager | Data Cloud Marketing Specialist | |—|—|—|—|—|—|—|| Data Cloud Setup | Full Access | | | | | || Data Space Management | Full Access | | | | | || Data Additions to a Data Space | | Full Access | | Full Access | Full Access | || Data Streams | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Data Shares | | Full Access | View Only | View Only | Full Access | View Only | View Only || Data Lake Objects | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Data Transforms | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Data Model | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Identity Resolution | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Calculated Insights | | Full Access | View Only | Full Access | Full Access | View Only | View Only || Segments | | | Full Access | View Only | Full Access | Full Access | || Activation & Targets | | | Full Access | View Only | Full Access | View Only | || Communication Capping Setup | Full Access | | | | | || Search Index Configurations | | Full Access | View Only | Full Access | Full Access | View Only | View Only | Best Practice: Use Standard Permission Sets It is strongly recommended to assign standard permission sets rather than creating custom ones. Standard permission sets are automatically updated with each release, ensuring users have access to the latest features. Custom permission sets may not include new functionality, potentially limiting access to new capabilities. Customer Data Platform Standard Permission Sets Salesforce provides four standard permission sets for Customer Data Platform (CDP) licensed orgs. These define access to Data Cloud features under the CDP contract. For details, refer to Customer Data Platform Standard Permission Sets in Data Cloud documentation. Data Cloud Permission Set Changes During the Enhanced Security Migration Starting November 2023, Salesforce introduced enhanced security measures, renaming existing Data Cloud standard permission sets and creating new permission sets with similar names in all Data Cloud orgs. Refer to the Data Cloud Permission Set Naming Changes documentation for details. Creating Custom Permission Sets in Data Cloud If a custom permission set is required, it is best to clone an existing standard permission set rather than creating one from scratch. Some Data Cloud features may not be accessible if a permission set is built manually. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 4, 2025in Data, Salesforce, Salesforce Data Cloud

Measures for Granular Calculated Insights

Add More Measures to Calculated Insights Now you can add more measures to your calculated insights to achieve an improved result. The max number of measures per calculated insight has increased from 5 to 20. View Calculated Insights in Builder Now it’s easier to review the objects, filters, relationships, and logic that you selected for a Calculated Insight. When you use the Insight Builder to create a Calculated Insight, you can view insight logic in the builder and in SQL. Where: This change applies to Lightning Experience in all editions. How: From Customer Data Platform, click Calculated Insights, and then click Show In Builder. Install or Update Data Kits That Power Standard Data Bundles Salesforce CRM data bundles are now powered by data kits to enable more scalable delivery and faster innovation for Salesforce CRM data bundles. As a Customer Data Platform Admin, you can install or update data kits that power Salesforce CRM data bundles. Where: This change applies to Lightning Experience in all editions. Exploring the Power of Calculated Insights (CI) Calculated Insights (CIs) in Salesforce Data Cloud enable you to define and compute complex, multidimensional metrics, offering a deeper understanding of your data. These insights help analyze performance across different dimensions—like channel-level activity or customer engagement metrics—empowering your organization to make data-driven decisions. For example, CIs can rank customers by engagement or spending, evaluate product performance, and uncover trends in purchasing or browsing behavior. Let’s walk through how to use CIs effectively, with examples and reporting guidance. Example 1: Simplifying Metrics with a Single Measure Consider a CI with one aggregatable metric, such as Lifetime Value (LTV). To report on this CI: When the report opens, all CI dimensions appear as groupings, while measures display as columns in a summary format. What Happens with CIs Containing More Than Three Dimensions? Currently, reports support up to three groupings. For CIs with more than three dimensions, the first three are automatically included, though you can replace one dimension with another. Salesforce plans to expand this limit in the future. For example, a CI with the dimensions brand, customer ID, and product category will default to these three groupings in a summary report. Example 2: Handling Complex Metrics Now, imagine a CI that includes: A measure is non-aggregatable when summing it wouldn’t provide meaningful results. For instance, summing rank values for 10 customers doesn’t make sense; instead, metrics like min or max can be applied. Reporting for Complex CIs: By default, reports group CI dimensions and display measures as columns in summary format. However, non-aggregatable measures depend on all dimensions being present. For example, Rank values rely on dimensions like Lead Source and Stage—if one dimension is removed, the related non-aggregatable measures will also be excluded to maintain data integrity. Using Calculated Insights in Real-World Scenarios Use Case 1: Optimizing Marketing Efforts Create a report on a CI that ranks web traffic sources and breaks them down by product category. Use Case 2: Enhancing Patient Engagement Develop a report on a unified patient profile CI, grouping patients by age group and health score. Use Case 3: Identifying High-Performing Channels Generate a CI report grouped by marketing channels and regions in your Customer Lifetime Value metric. Visualizing CIs in Reports You can add charts to your CI reports, adhering to the same restrictions as in Lightning Reports. This visualization capability enables you to uncover trends and share insights effectively. Calculated Insights unlock a powerful layer of reporting in Salesforce, offering flexibility, precision, and actionable intelligence. Whether optimizing marketing efforts, improving patient engagement, or refining customer segmentation, CIs empower teams to make data-driven decisions that drive success. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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January 7, 2024in Data, Salesforce, Salesforce Data Cloud

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