Book Image

Creating Actionable Insights Using CRM Analytics

By : Mark Tossell
Book Image

Creating Actionable Insights Using CRM Analytics

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)
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

Chapter 3

  • What is meant by data sync?

Data sync refers to the process whereby data is staged for dataflows and recipes.

  • Name five remote data connections available for CRMA.
    • External Salesforce org
    • NetSuite
    • Marketo
    • Google Analytics
    • Amazon Redshift
  • What is the dataset builder used for – to create a dataset from Salesforce data, from external data, or both?

To create a dataset from Salesforce data

  • When working in the dataset builder, why is it important to make sure that you select any ID fields that will be required for adding object relationships?

It is important to make sure that you select any ID fields that will be required to add object relationships to the dataset, otherwise the related objects will have no key to link to.

  • What common error was given when editing dataset field attributes?

Incorrectly classifying dimensions as measures