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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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Getting hands-on with your own CRMA environment

Let's first walk through the initial process of setting up a dev playground for CRMA so that you can use it to work along with me as we move along with the process of installing CRMA.

In order for you to get hands-on with the CRMA platform, you first need a sandbox environment that is yours to edit as you see fit—one that is already enabled for CRMA and is populated with sample data. This playground environment is known as an Einstein Analytics-enabled Developer Edition org. So, let's set this up.

Setting up your dev org

To sign up for and set up your dev org, follow these next steps:

  1. Sign up here for your own Einstein Analytics-enabled Developer Edition org: https://developer.salesforce.com/promotions/orgs/analytics-de. The sign-up screen should look like this:

Figure 2.1 – Sign-up screen for dev org

  1. Go ahead and fill out the form, and then select Sign me up...
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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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