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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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Chapter 3

  • What is meant by data sync?

Data sync refers to the process whereby data is staged for dataflows and recipes.

  • Name five remote data connections available for CRMA.
    • External Salesforce org
    • NetSuite
    • Marketo
    • Google Analytics
    • Amazon Redshift
  • What is the dataset builder used for – to create a dataset from Salesforce data, from external data, or both?

To create a dataset from Salesforce data

  • When working in the dataset builder, why is it important to make sure that you select any ID fields that will be required for adding object relationships?

It is important to make sure that you select any ID fields that will be required to add object relationships to the dataset, otherwise the related objects will have no key to link to.

  • What common error was given when editing dataset field attributes?

Incorrectly classifying dimensions as measures

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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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