Sign In Start Free Trial
Account

Add to playlist

Create a Playlist

Modal Close icon
You need to login to use this feature.
  • Book Overview & Buying Creating Actionable Insights Using CRM Analytics
  • Table Of Contents Toc
Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics

By : Mark Tossell
4.3 (8)
close
close
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)
close
close
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

Summary

What did you learn in this chapter? First, you learned how to create record actions for your CRMA dashboard. Then, you gained some insight into how to kick off automations in Salesforce from a CRMA dashboard. Third, I explained why embedded dashboards are a powerful aid to dashboard adoption. Finally, you learned how to embed a CRMA dashboard on a Salesforce record page.

I trust that this book has been a help to you, wherever you may be on your CRMA journey. I encourage you to dive into the platform and use it in real-world use cases, because the best way to learn is to solve problems, build assets, and deliver solutions. Make sure that you get involved in the vibrant CRMA online community, and avail yourself of the many great online resources available for CRMA.

Please feel free to reach out to me via LinkedIn with any feedback or questions about my book or CRMA in general. I would love to hear from you!

CONTINUE READING
83
Tech Concepts
36
Programming languages
73
Tech Tools
Icon Unlimited access to the largest independent learning library in tech of over 8,000 expert-authored tech books and videos.
Icon Innovative learning tools, including AI book assistants, code context explainers, and text-to-speech.
Icon 50+ new titles added per month and exclusive early access to books as they are being written.
Creating Actionable Insights Using CRM Analytics
notes
bookmark Notes and Bookmarks search Search in title playlist Add to playlist font-size Font size

Change the font size

margin-width Margin width

Change margin width

day-mode Day/Sepia/Night Modes

Change background colour

Close icon Search
Country selected

Close icon Your notes and bookmarks

Confirmation

Modal Close icon
claim successful

Buy this book with your credits?

Modal Close icon
Are you sure you want to buy this book with one of your credits?
Close
YES, BUY

Submit Your Feedback

Modal Close icon
Modal Close icon
Modal Close icon