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 12

  • How do embedded dashboards aid user adoption of CRMA?

You embed the insights in front of the user in the CRM workflow, where they will inevitably view the dashboards as they work in their business as usual (BAU) environment.

  • Give three examples of configured record actions supported in CRMA.
    • Create and update object records.
    • Log a call.
    • Custom actions to trigger Lightning components, flows, and Visualforce Pages.
  • What is the purpose of the dashboard filter when embedding a CRMA dashboard via Lightning App Builder?

When an embedded dashboard is ready in the layout, it will show information for all accounts, and you want it to show only information for the account record being displayed. Adding a dashboard filter will accomplish this.

  • Give one example of how you can drive automation in Salesforce from CRMA.

Kick off a Lightning flow by creating a task that is configured in such a way as to trigger the flow.