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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.
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Summary

In this section, you learned how to extract data from various sources and bring it into CRMA. You should now have a good understanding of the capabilities and limitations of CRMA when it comes to bringing in data from Salesforce, flat files, and other data sources, as well as the framework and tools that enable this. You have been taught how to create datasets from Salesforce data and CSV files, and you have performed hands-on exercises to do this for yourself. These lessons have formed the basis for your expertise in transforming data and building dashboards in CRMA.

In the following chapter, the process of creating a data recipe in CRMA will be defined and explained. Then, beginning with the dataset created in this chapter, you will be able to apply filters, calculations, and transformations to that data in order to create a new dataset that meets the requirements of a business use case.

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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