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Creating Actionable Insights Using CRM Analytics

You're reading from Creating Actionable Insights Using CRM Analytics

Product type Book

Published in Dec 2021

Publisher Packt

ISBN-13 9781801074391

Pages 368 pages

Edition 1st Edition

Languages

Concepts

Business Intelligence

Author (1):

Mark Tossell

Table of Contents (19) Chapters

Preface

1. Section 1: Getting Started with CRM Analytics

2. Chapter 1: What Is CRM Analytics and Where Can You Use it?

3. Chapter 2: Developing Your First OOTB Analytics App in CRMA

4. Section 2: Building Datasets in CRMA

5. Chapter 3: Connecting Your Data Sources

6. Chapter 4: Building Data Recipes

7. Chapter 5: Advanced ETL Using CRMA Data Prep

8. Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time

9. Chapter 7: Security in CRM Analytics

10. Section 3: How to Build Awesome Analytics Dashboards in CRMA

11. Chapter 8: Building Your First CRMA Dashboard

12. Chapter 9: Advanced Dashboard Design and Build

13. Chapter 10: To Code or Not to Code?

14. Chapter 11: Best Practices in Dashboard Design Using CRMA

15. Section 4: From Data To Insight To Action

16. Chapter 12: Embedding and Actioning Your Insights

17. Questions and Answers

18. Other Books You May Enjoy

Questions

Here are some questions to test your knowledge of this chapter:

What is meant by data sync?
Name five remote data connections available for CRMA.
What is the dataset builder used for – to create a dataset from Salesforce data, from external data, or both?
When working in the dataset builder, why is it important to ensure that you select any ID fields that will be required to add object relationships?
What common error is given when editing dataset field attributes?

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Authors (1)

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.

See other products by Mark Tossell

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