2Developing Your First OOTB Analytics App in TCRM
What is a Tableau Customer Relationship Management (TCRM) analytics app? TCRM provides a variety of out-of-the-box (OOTB) analytics applications that get you started with data analytics for a variety of generic and industry-specific use cases, such as sales analytics or wealth management analytics. These apps provide prebuilt data flows and dashboards that can be configured to suit the use case and available data. OOTB apps are a great place to begin using and customizing TCRM analytics, and to get a feel for the TCRM user interface (UI), assets, and tools.
You have to walk before you can run. We are going to begin right at the start—setting up a trial TCRM organization (org), getting to know the TCRM environment, and learning basic asset definitions. We will then dive in and get our feet wet by creating and customizing our very first TCRM analytics app.
By the end of this chapter, you should have a detailed understanding of what an OOTB analytics app is in TCRM and be able to create and customize one in a development (dev) org. You should also be able to navigate the TCRM UI and use basic TCRM tools. In addition, the goal is to understand and appreciate the various TCRM assets, such as lenses and stories. We will also address some common questions and challenges in this process.
In this chapter, we will cover the following topics:
- Getting hands-on with your own TCRM environment
- What is a TCRM analytics app?
- Installing and configuring a TCRM analytics app
- Customizing a TCRM analytics app
- Common questions answered
You will need the following to successfully execute the instructions in this chapter:
- A laptop or desktop with internet access (a tablet or a phone is not sufficient)
- The latest version of the Google Chrome browser (Chrome is the preferred browser when working with TCRM)
- A working email address
- Link to TCRM dev org: https://developer.salesforce.com/promotions/orgs/analytics-de
Getting hands-on with your own TCRM environment
Let’s first walk through the initial process of setting up a dev playground for TCRM so that you can use it to work along with me as we move along with the process of installing TCRM.
In order for you to get hands-on with the TCRM platform, you first need a sandbox environment that is yours to edit as you see fit—one that is already enabled for TCRM and is populated with sample data. This playground environment is known as an Einstein Analytics-enabled Developer Edition org. So, let’s set this up.
Setting up your dev org
To sign up for and set up your dev org, follow these next steps:
Sign up here for your own Einstein Analytics-enabled Developer Edition org: https://developer.salesforce.com/promotions/orgs/analytics-de. The sign-up screen should look like this:
- Go ahead and fill out the form, and then select Sign me up. Note that your username will be in the form of an email address, but you will create a unique username that should not be your email address. Make something up that you can remember easily. Go to your email app, where you should see an email with a subject such as Welcome to Salesforce: Verify your account.
Save the Uniform Resource Locator (URL) and username somewhere safe, and click the button that says Verify Account. This will bring you to a page where you will create a password for the org and choose a security question. Fill this out and click on Change Password. You will now arrive at the Salesforce home page for your dev org. It should look like this:
Note that this dev org is enabled for TCRM/Einstein Analytics, and is populated with enough dummy data to enable you to learn the ropes. If you are using your own environment, you’ll need to make sure you have the necessary licenses, permissions, and settings. These are detailed at the end of this chapter in the Common questions answered section.
Let’s now jump into the TCRM platform so that we can learn our way around the home page, understand the various asset and menu options, and later launch the OOTB analytics app creator.
Go to the App Launcher in the top left-hand corner and click on Analytics Studio, as per the following screenshot:
- You should now see your new happy place—the home page in Einstein Analytics Studio, as illustrated in the following screenshot:
Now that you have created a TCRM sandbox playground for your work, it’s time to become familiar with the UI and assets that you will be using from now on.
Finding your way around the Analytics Studio home page
Now that we have successfully signed up for our happy place that is Analytics Studio, it will be worth exploring the Analytics Studio home page to get a better understanding of the different features present. So, let’s go ahead and do that.
What do we have in our menu on the left-hand side? As you saw in Figure 2.4, there are a variety of options available on the left-hand side of the screen. Let’s explore them next.
What is a TCRM analytics app?
Before we dive into the deployment and customization of a TCRM analytics app, we first need to understand what one exactly is. A TCRM application is essentially a container for four TCRM assets: dashboards, stories, lenses, and datasets. Here is a simple visual overview of a TCRM app:
Open up the existing app, My DTC Sales, and you will see the previously listed assets, as well as a Details tab that displays system information.
As you explore the My DTC Sales app, and as we prepare to build our very own app, there are some basics you first need to grasp. There are three things to note about TCRM analytics apps, outlined as follows:
- An app is secure. That is, it can be restricted to the creator or can be opened up to other users. App-level security is one form of TCRM security.
- An app can be shared. There are three ways to share the contents of an app with others for collaboration, listed as follows:
Give access via TCRM
Post to chatter feed
Share via the app URL
- An app can be templated. This is a powerful tool that enables the Analytics dashboard, data flow, and so on, to be packaged and deployed elsewhere.
See here for more information about app templates: https://developer.salesforce.com/docs/atlas.en-us.bi_dev_guide_wave_templates.meta/bi_dev_guide_wave_templates/bi_templatesdev_intro_wave_templates.htm
Installing and configuring a TCRM analytics app
Let’s now go ahead and create our very first analytics app. We will follow the simple, intuitive OOTB process offered by TCRM, beginning with the Create button. The steps are listed as follows:
- App creation
- Basic app configuration
- App exploration
Let’s explore these steps in the following section.
Let’s start by creating our app. To do so, follow these next instructions:
First, head up to the top right-hand corner of the page, click on Create, and select App, as illustrated in the following screenshot:
You should now see a screen where you can select an app template. A template is a preconfigured, customizable app that is built for a particular use case.
salesin the search window and select the Sales Analytics app, as illustrated in the following screenshot:
What then follows is a helpful synopsis of the app, along with technical details and sample dashboard screenshots. Feel free to explore these, then go ahead and click on Continue, which brings us to this dialog box:
- Select Create a brand new app and click Continue. Einstein will then run a quick check to make sure you’re ready to create an app; click on Looks good, next.
The app template is loaded and is ready to be configured to suit your unique requirements.
Basic app configuration
Let’s begin with a basic setup; we will configure it soon. Proceed as follows:
Choose Basic in the Sales Analytics - Personalize screen, as follows:
- Name the new analytics app, then click on Create. You now have to wait a few minutes while Einstein works its magic. You should see the following screen in your browser:
Once this process is complete, your analytics app will then appear. In creating the new app, the TCRM platform has delivered an OOTB sales analytics application, complete with data flow (more about that later), prebuilt lenses and dashboards, and the datasets necessary to drive the insights.
Note that a new data flow, My First Analytics App eltDataflow, was implemented and run, creating 11 datasets, which you can see listed in your new app.
Take some time now to explore the new app—your new app! Don’t change anything, but click around the app, explore the assets, and get a feel for the environment. For example, try diving into the PERFORMANCE dashboard, which looks like this:
Play with the global filters at the top, click on charts to view and filter the information, watch how the table view at the bottom changes, and just get your hands dirty. You can also try creating your first lens—more about that later—by simply clicking on a dataset and experimenting, which will create something like this:
Now that you’ve created your first TCRM app, what if you want to change the way it is configured? What if you want to tweak the setup? Or even make sweeping changes? Read on!
Customizing a TCRM analytics app
By the end of this section, you should be able to edit the configuration of an app and thus customize it to a limited extent. These two steps are required for you to customize an app:
- Change the app settings to custom settings
- Customize the detailed app settings
Let’s explore these steps in the following sections.
Changing the app settings to custom settings
Let’s go into the app we created and edit the settings, as follows:
Click on Reconfigure app in the app, as per the following screenshot:
- Next, confirm that it’s okay to overwrite existing settings and customizations by clicking the checkbox and hitting Continue. You will then see the Sales Analytics - Personalize screen again, so continue, and this time select custom settings when asked Choose how you would like to create Sales Analytics.You can add additional objects if desired, as illustrated in the following screenshot:
For example, if your organization uses product schedules in Salesforce, you can include that object in your analytics app by adding it here.
Customizing detailed app settings
We can now go in and start to customize the detailed settings that impact what users will see in their analytics. Let’s walk through these dialog boxes and make some changes together.
The first box pertains to segmenting your customers; go ahead and edit these fields to change the app configuration, as follows:
A series of dialog boxes will follow and you can make changes as you see fit, such as these:
- Customizing fields to segment geographies
- Customizing fields to segment products
- Controlling data visibility
- Adding additional fields to datasets and dashboards
Note that every OOTB analytics app has its own set of configuration options. When you get to the point where you are able to create your own app from scratch and build a custom template, you will create a new configuration wizard to suit.
Once this process of personalization is complete, you will be asked Are you sure you want to reconfigure your app? Absolutely! Click OK, then wait while your app is reconfigured.
Once the app has been rebuilt to your custom specifications, you can dive in and look around, and you will see your revised settings reflected in the assets.
Well done—you have created and customized your very first TCRM app!
However, what if the standard OOTB apps don’t meet your requirements? What if you need far more bespoke analytics assets, such as a totally custom dashboard or a dashboard that brings in data from a data warehouse? Don’t worry—TCRM is incredibly flexible, and your questions will be answered in the following chapters.
Common questions answered
As you follow along in this chapter and build your own app, you may encounter some challenges or have questions; four of the most common ones that are faced or asked are outlined next.
Which licenses do I need to build and use TCRM?
TCRM requires either Einstein Analytics Growth (without Discovery) or Einstein Analytics Plus (with Discovery) licenses. Information regarding your user licenses and permission set licenses (PSLs) can be found in Setup, as depicted in the following screenshot:
Salesforce auto-assigns an Einstein Analytics Growth permission set license to the user to whom you assign any TCRM permissions in your org. A PSL can also be manually assigned to users. The process of creating and assigning a permission set is detailed in the following steps:
- In the Setup menu, under Administration, click Users, then Permission Sets, and then click New.
- Associate the new permission set with a PSL. You must have purchased a TCRM license before you can select any PSL for TCRM.
- Add permissions to the permission set from those available in the PSL.
- Assign that permission set to users.
Which permissions do I need to access, build, and edit analytics apps?
There are two prebuilt permission sets included in the Einstein Analytics Growth license, detailed as follows:
- Einstein Analytics Platform Admin: Here, all permissions that are required to administer the TCRM platform are enabled. This includes permissions to enable the user to create TCRM templated and custom apps.
- Einstein Analytics Platform User: Here, all permissions that are required to use the TCRM platform and TCRM templated apps are enabled.
The basic setup involves choosing and assigning the prebuilt permission sets, via Setup. There are two prebuilt permission sets included in the Einstein Analytics Plus license, detailed as follows:
- Einstein Analytics Platform Admin: This set implements all the permissions that are required to administer the TCRM platform. This includes permissions to enable the user to create TCRM templated and custom apps.
- Einstein Analytics Platform User: This set implements all the permissions that are required to use the TCRM platform and TCRM templated apps.
Choosing and assigning the prebuilt permission sets via Setup is part of the basic setup, as shown in the following screenshot:
Under the appropriate permission set, add or remove assignments as required.
To create your own custom TCRM permission sets, employ an advanced setup by using the following link:
Highly detailed setup and configuration information can be found here:
How do I turn on TCRM in my org?
If TCRM has not been enabled, you can enable it by going to Setup | Analytics | Getting Started, and then switching it on.
Do AI and ML come with TCRM?
Einstein artificial intelligence (AI) in the form of supervised ML is known as Einstein Discovery. This comes with Einstein Analytics Plus licenses. However, Einstein Discovery is a complex tool that is often misunderstood and easily misused, and it is not covered in this book. Stay tuned!
In this section, we will quickly go over some problems that you might face when getting started with TCRM. 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 TCRM app or assets
If you do not see your app on the TCRM 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 TCRM home page from the Salesforce home page
If you do not see Analytics Studio in the App Launcher in Salesforce, do the following:
- Click on View All
- Search for Analytics
- Click on Analytics Studio
You will then reach the TCRM home page.
Now that we have completed the journey of creating and personalizing an OOTB TCRM analytics app, you should have a good grasp of what an analytics app is and how it works. You should have learned that TCRM app templates provide prebuilt data flows and dashboards that can be configured to suit the use case as required, and you should now be comfortable building and personalizing an app. Also, you should have gained a hands-on feel for the TCRM UI, assets, and tools, and should be confident in navigating the Analytics Studio home page. Finally, you have the Troubleshooting section as a handy reference tool, should you get stuck.
Some key takeaways that you should have gained are: first, a TCRM app is a container of TCRM assets, in the form of datasets, lenses, stories, and dashboards. Next, a TRCM app can be secured. Thirdly, a TCRM app can be shared with others in a variety of ways. Then, a TCRM app can be templated and reproduced in another environment. Lastly, you can deploy an OOTB TCRM app with standard settings or configure it to meet your personalized requirements.
In the next chapter, you will learn how to extract, connect, combine, transform, and register business data in order to create a useful dataset within TCRM.
Now try answering the following questions to test your knowledge:
- What is a TCRM asset? Give one example.
- How can a TCRM app be shared?
- What is a TCRM lens?
- True or false: A TCRM app is restricted to standard, OOTB settings.
- What is the purpose of the Favorites link on the side menu of the TCRM home page?
- What do you do if OOTB TCRM apps don’t meet your requirements, even after you have customized them?
- How do you turn on TCRM in a Salesforce environment?