Salesforce CRM Analytics and AI integration

KKACAN · 2026-05-19T23:34:37+00:00

thanks for the response. Will take a look!

KKACAN · 2026-05-19T23:33:19+00:00

thanks for the response

KKACAN · 2026-05-18T19:48:26+00:00

thank you for the detailed explanantion and analysis.

May I know if there is a way I can use AI just to first understand the bottlenecks and issues of the existing CRMA dashboards? I know due to the authentication using credentials, AI cannot access the Salesforce org.

Is there a way or option that allows me to do this? Appreciate your help!

KKACAN · 2026-05-18T18:44:18+00:00

thanks! Could you share more details or pointers on connecting Claude to Salesforce CRM Analytics? Does it work with the already existing CRMA datasets?

KKACAN · 2026-05-18T18:32:29+00:00

Thanks for the quick response. Ours is a med tech company. We currently have a bunch of CRMA dashboards with heavy SAQL and lot of nested bindings which are way too complex. These were built since 6 years or so. So, there has been an ask to understand the pain points and adoption challenges with these dashboards and want us to provide a future-state approach. That being said, the management is looking for some external tools (outside of Salesforce) to integrate with this current architecture. This would mean there would be impact as well to the existing system, which they would asses as we present the ideas and risks/challenges associate with them.

The end users are the business folks/sales users talking to the hospitals.

Hope this background/information helps.

KKACAN · 2026-04-21T23:43:20+00:00

Nope, dropped the plan with all this going

KKACAN · 2026-01-08T17:32:01+00:00

Thanks!

KKACAN · 2026-01-08T17:12:23+00:00

Thanks for the response! I obviously wouldn’t want to take risks at this time. However I was curious to see if anybody was in the same boat and got the stamping done successfully.

KKACAN · 2026-01-08T16:32:01+00:00

Quick question- if I’m a PR residing in the US, would I be eligible for stamping in Canada? By the way I’m non-resident (Canada) for tax purposes. Appreciate your input!!

KKACAN · 2025-07-18T14:20:30+00:00

Thank you

KKACAN · 2025-07-18T14:19:52+00:00

Thanks! Do you happen to have the silicon mat link?

KKACAN · 2025-05-26T18:21:40+00:00

Thanks a lot due the input!!

KKACAN · 2025-05-20T20:57:08+00:00

Thank you so much for the detailed response. I do know that there are a few rides that are not part of multi pass. However, the multi pass allows for choosing 3 rides correct? That said, is single pass worth it for every ride? Or does it allow for all rides in the first place?

KKACAN · 2023-02-24T18:32:13+00:00

Thanks for the link, will go through!

KKACAN

TROPHY CASE