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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

Section 1: Getting Started with CRM Analytics

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

Chapter 2: Developing Your First OOTB Analytics App in CRMA

Section 2: Building Datasets in CRMA

Chapter 3: Connecting Your Data Sources

Chapter 4: Building Data Recipes

Chapter 5: Advanced ETL Using CRMA Data Prep

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

Chapter 7: Security in CRM Analytics

Section 3: How to Build Awesome Analytics Dashboards in CRMA

Chapter 8: Building Your First CRMA Dashboard

Chapter 9: Advanced Dashboard Design and Build

Chapter 10: To Code or Not to Code?

Chapter 11: Best Practices in Dashboard Design Using CRMA

Section 4: From Data To Insight To Action

Chapter 12: Embedding and Actioning Your Insights

Questions and Answers

Other Books You May Enjoy

The capabilities of CRMA for data connections

CRMA offers you a great many options regarding the data that you can extract, load, transform, and analyze. This section will introduce you to the framework and tools that CRM Analytics provides for data ingestion and transformation. The resulting datasets will drive the lenses and dashboards that give your users the business insights they require.

In CRM Analytics, data connection and integration involve ingesting and preparing the Salesforce data and external data you want to visualize and investigate. External data is information that lives outside of the Salesforce org that is connected to your CRMA environment. This includes data from another Salesforce org, external applications, flat files, and other databases. After ingesting, connecting, and transforming the data, analytics users can analyze and explore it using CRMA lenses and dashboards.

Data preparation is the process of transforming your data into a form that is useful...

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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.

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