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You're reading from  Creating Actionable Insights Using CRM Analytics

Product typeBook
Published inDec 2021
Reading LevelBeginner
PublisherPackt
ISBN-139781801074391
Edition1st Edition
Languages
Python
Tools
Tableau
Concepts
Business Intelligence
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Author (1)
Mark Tossell
Mark Tossell
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Mark Tossell

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.
Read more about Mark Tossell

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Summary

What did you learn in this chapter? First, you learned how to create record actions for your CRMA dashboard. Then, you gained some insight into how to kick off automations in Salesforce from a CRMA dashboard. Third, I explained why embedded dashboards are a powerful aid to dashboard adoption. Finally, you learned how to embed a CRMA dashboard on a Salesforce record page.

I trust that this book has been a help to you, wherever you may be on your CRMA journey. I encourage you to dive into the platform and use it in real-world use cases, because the best way to learn is to solve problems, build assets, and deliver solutions. Make sure that you get involved in the vibrant CRMA online community, and avail yourself of the many great online resources available for CRMA.

Please feel free to reach out to me via LinkedIn with any feedback or questions about my book or CRMA in general. I would love to hear from you!

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Creating Actionable Insights Using CRM Analytics
Published in: Dec 2021Publisher: PacktISBN-13: 9781801074391
© 2021 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Mark Tossell

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.
Read more about Mark Tossell

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