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 7

  • What is the purpose of app-level security in CRMA?

It is used to govern access to the assets within the app – lenses, datasets, and dashboards.

  • How can you control CRMA security from Salesforce object and field access?

The administrator can configure permissions on Salesforce objects and fields to implement object-level and field-level security and therefore control access to Salesforce data. CRMA gains access to Salesforce data based upon the permissions of two system CRMA/Salesforce users: the Integration user and the Security user. Restricting access for these users via security profiles in Salesforce is how you can control CRMA security from Salesforce object and field access.

  • When a dataflow job runs, CRMA uses the permissions of the Integration user to extract data from Salesforce objects and fields.
  • What are three limitations of Salesforce sharing inheritance?

The following list highlights the limitations:

...