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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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Troubleshooting

In this section, we will quickly go over some problems that you might face when getting started with CRMA. These problems might sound simple, but they are a common occurrence for people who are getting familiar with the tool.

I can't find my CRMA app or assets

If you do not see your app on the CRMA Analytics Studio home page, click on the All Items option on the far left, under Browse, and you should see your app.

I can't get to the CRMA home page from the Salesforce home page

If you do not see Analytics Studio in the App Launcher in Salesforce, do the following:

  1. Click on View All.
  2. Search for Analytics.
  3. Click on Analytics Studio.

You will then reach the CRMA home page.

Where is the link to reconfigure my CRMA app?

This link can easily be missed, as the font is very small. Look in the top left-hand corner of the browser page, underneath the CRMA logo, and you will see the app title. Below the title you will see Template...

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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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