Business Days in Salesforce CRM Analytics (Tableau CRM) - YouTube

Today we'll be looking at generating business  days within sales cloud to use in Tableau CRM  

analytics studio. In order to start with  making these business days we'll first  

need to establish our business hours within our  company settings. We'll do this by going into  

the quick find box and then typing in business  hours and locating the business hours object.

Okay under company settings in this business hours  object, this is where you will set your business  

hours to let Salesforce know what days are  business days and what days are not business days.  

I went ahead and chose Monday through Friday.  They all have 24 hours so Salesforce will consider  

Monday through Friday a business day but won't  consider Saturday and Sunday a business day.  

On this object you will also be setting up your  holidays for your company. I went ahead and I  

selected a few holidays, some of which fall on the  same date every year, some of which are a specific  

week in the year. It's good to keep in  mind when it comes to observable holidays,  

say you have a holiday fall on a Saturday and  your company decides to observe it on that Friday,  

Salesforce will not automatically decide  whether that's a business day or not.  

It will consider your Friday to be a  business day so in your apex code you  

will have to roll out your own logic in order  to get them to not consider it a business day.  

After you have established all of your  business hours and your holidays you  

will want to create a custom object in order  to store the records for your business day.  

I will go ahead and go over to my custom object. I  went ahead and just named it business day to keep  

it simple. And it is a fairly simple object, the  only custom field on it is the custom date field.  

This is where it's going to store that  specific date if it's a business day.  

After establishing your business hours and  holidays and creating your business day object,  

you are ready to use these in your apex code to  then generate all of your business day records.  

Alright before we start generating our  business day records within our apex class,  

we will need to instantiate two different date  time variables, one being the start date time  

and one being the end date time. And then we'll  also instantiate a list of our business days.  

We will then loop between our start date  time and end date time and we are actually  

going to utilize the is within function  that is standard on the business hours  

object. This function takes in an ID of your  business hours and a date time variable as  

the parameters and will return whether that  given date time is within your business hours.  

This is why we went ahead and established all of  our business hours and holidays in Salesforce so  

that it can actually pull in whether that is a  business day or not. If the date actually does  

fall on a business day, that is when we'll  actually create another business day record.  

And it sets the date of that business day  to the current date that's in the loop.  

I went ahead and added for it to set the name as  a certain specific format just to make it a little  

easier to read and then it goes ahead and adds  that into our business day list we just created.  

After it is done looping through all of those  dates between the start date and the end date,  

it goes ahead and inserts that into  your database and it's ready to be  

used within Tableau CRM. I went ahead and I  executed this code within our developer console,  

but what you'll want to do is actually have  this logic for generating these records  

automated with a scheduled automation that runs  the first day of the year. This just eliminates  

the hassle of having to manually execute the code  each year just to get your business day records.  

Alright so within sales cloud what we're  going to do is go into analytics studio

and here in analytics studio what we need to  do is create a data flow that will pull in the  

business day records we just created and then it  will register it to a data set which will then  

allow you to use it within Tableau CRM analytics  studio. So first we're going to go to data manager

and then next we are going to be  going into data flows and recipes.

And here in data flows and recipes we're  going to go ahead and hit create data flow.  

I'll call this business days,

hit create and here we're just going  to create a two-step data flow,  

very simple. We're first going  to start off with the digest.

This digest is actually just going to  call into our Salesforce organization  

and we can pull whichever object we  want and pull out the data that we want.  

I'm going to go ahead and name this node.

And after naming it we can go ahead and select  which object we will be pulling in. Of course  

will be our business day object. And you  can even select which field you want to pull  

in. Really the only field I'm going to need is  the date field, so we'll do that. Go ahead and hit  

create and then next will be our final  step which is going to be a register  

step. Alright we'll go ahead and select  register, give this node a name as well.

Source node will be the digest node.

Call the alias business days,

hit create. And after hitting create we're  going to go ahead and update data flow.

And now that it is ready to  run and we'll run our data flow

and we can even monitor what the process  is. It is still currently running,  

but when this is done running this will actually  have all of your business day records pulled in.  

You'll have that data set and with  that data set you'll then be able to  

use it within your SAQL queries on and on  your dashboards in this analytics studio.

If you are looking to add business  days or even wanting to customize  

your business days you have in  your Tableau CRM analytics studio,  

please contact DB Services and  we'll be happy to help you.