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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
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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

Now that we have completed the journey of creating and personalizing an OOTB CRMA analytics app, you should have a good grasp of what an analytics app is and how it works. You should have learned that CRMA app templates provide prebuilt data flows and dashboards that can be configured to suit the use case as required, and you should now be comfortable building and personalizing an app. Also, you should have gained a hands-on feel for the CRMA UI, assets, and tools, and should be confident in navigating the Analytics Studio home page. Finally, you have the Troubleshooting section as a handy reference tool, should you get stuck.

Some key takeaways that you should have gained are: first, a CRMA app is a container of CRMA assets, in the form of datasets, lenses, stories, and dashboards. Next, a TRCM app can be secured. Thirdly, a CRMA app can be shared with others in a variety of ways. Then, a CRMA app can be templated and reproduced in another environment. Lastly, you can...

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Creating Actionable Insights Using CRM Analytics
Published in: Dec 2021Publisher: PacktISBN-13: 9781801074391

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