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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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Cooking up data recipes in CRMA

In this section, we will explain what a data recipe is, when and why you should use one, and how to create your first simple recipe.

What is a data recipe?

A CRMA data recipe is used to join multiple datasets into one and to prepare, clean, and transform data with smart suggestions, column profiles, and powerful transformations.

Recipes are perfect for Salesforce administrators and analysts with little to no data integration experience who want guidance on how to clean data, with the added benefit of previewing the transformation results. Additionally, recipes are a powerful tool for experienced data ninjas who want to create datasets using a no-code, visual interface.

A data recipe enables you to do the following:

  • Preview data and see how it changes as you apply transformations.
  • Remove columns or change column labels easily and quickly.
  • Use column profiles to analyze the quality and makeup of your data.
  • Improve and...
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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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