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Creating Actionable Insights Using CRM Analytics

You're reading from  Creating Actionable Insights Using CRM Analytics

Product type Book
Published in Dec 2021
Publisher Packt
ISBN-13 9781801074391
Pages 368 pages
Edition 1st Edition
Languages
Concepts
Author (1):
Mark Tossell Mark Tossell
Profile icon Mark Tossell
LinkedIn
Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
See other products by Mark Tossell

Table of Contents (19) Chapters

Preface Section 1: Getting Started with CRM Analytics
Chapter 1: What Is CRM Analytics and Where Can You Use it? Chapter 2: Developing Your First OOTB Analytics App in CRMA Section 2: Building Datasets in CRMA
Chapter 3: Connecting Your Data Sources Chapter 4: Building Data Recipes Chapter 5: Advanced ETL Using CRMA Data Prep Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time Chapter 7: Security in CRM Analytics Section 3: How to Build Awesome Analytics Dashboards in CRMA
Chapter 8: Building Your First CRMA Dashboard Chapter 9: Advanced Dashboard Design and Build Chapter 10: To Code or Not to Code? Chapter 11: Best Practices in Dashboard Design Using CRMA Section 4: From Data To Insight To Action
Chapter 12: Embedding and Actioning Your Insights Questions and Answers Other Books You May Enjoy

Technical requirements

You will need the following to successfully execute the instructions in this chapter:

  • The latest version of the Google Chrome browser (Chrome is the preferred browser when working with CRMA)
  • A working email address

Be sure to be logged in to your CRMA dev org.

Let's begin with when and how to use page animations in CRMA.

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Authors (1)

Profile icon Mark Tossell
LinkedIn
Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
See other products by Mark Tossell

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