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Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics

By : Mark Tossell
4.3 (8)
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Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics

4.3 (8)
By: Mark Tossell

Overview of this book

CRM Analytics, formerly known as Tableau CRM and Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease. By the end of this book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently.
Table of Contents (19 chapters)
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1
Section 1: Getting Started with CRM Analytics
4
Section 2: Building Datasets in CRMA
10
Section 3: How to Build Awesome Analytics Dashboards in CRMA
15
Section 4: From Data To Insight To Action

When do you need code?

The GUI of CRMA has come a very long way indeed since Wave was launched by Salesforce in 2014. Early users of the platform were forced to build everything in JSON, SAQL, and XMD as there was, essentially, no declarative option. Things are different now, with every new release of CRMA providing more point-and-click functionality.

However, there are applications of CRMA that do require code as you move into more advanced data transformation and dashboard building.

Here are six common applications in CRMA where you are required to deploy code:

  • Security predicates
  • Bindings in the JSON
  • SAQL expressions
  • Bulk actions (using Visualforce and the CRMA REST API)
  • timeseries (modified)
  • XMD – advanced formatting options

Let's begin with security predicates.

Security predicates

As you saw in Chapter 7, Security in CRM Analytics, a predicate is a filter condition that defines row-level security for a dataset. Security...

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