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.

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Table of Contents (19 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Download the color images
Conventions used
Get in touch
Share Your Thoughts
1
Section 1: Getting Started with CRM Analytics
Section 1: Getting Started with CRM Analytics
Free Chapter
2
Chapter 1: What Is CRM Analytics and Where Can You Use it?
Chapter 1: What Is CRM Analytics and Where Can You Use it?
The importance of data analytics
What is CRMA and what is it used for?
How can you excel at data analytics with CRMA?
Summary
3
Chapter 2: Developing Your First OOTB Analytics App in CRMA
Chapter 2: Developing Your First OOTB Analytics App in CRMA
Technical requirements
Getting hands-on with your own CRMA environment
What is a CRMA analytics app?
Installing and configuring a CRMA analytics app
Customizing a CRMA analytics app
Common questions answered
Troubleshooting
Summary
Questions
4
Section 2: Building Datasets in CRMA
Section 2: Building Datasets in CRMA
5
Chapter 3: Connecting Your Data Sources
Chapter 3: Connecting Your Data Sources
Technical requirements
The capabilities of CRMA for data connections
The limitations of CRMA for data connections
Bringing Salesforce data into CRMA
Augmenting your Salesforce data with flat files
Common questions and challenges
Summary
Questions
6
Chapter 4: Building Data Recipes
Chapter 4: Building Data Recipes
Technical requirements
Cooking up data recipes in CRMA
Transforming data in recipes
Joining data in recipes
A hands-on exercise in data transformation
Summary
Questions
7
Chapter 5: Advanced ETL Using CRMA Data Prep
Chapter 5: Advanced ETL Using CRMA Data Prep
Technical requirements
Advanced use of the Data Prep tool
Advanced hands-on exercise
Summary
Questions
8
Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time
Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time
Technical requirements
Lenses – the investigative journalists of CRMA
Creating, editing, and cloning lenses
Using lenses to create a CRMA analytics dashboard
Tips and hints
Summary
Questions
9
Chapter 7: Security in CRM Analytics
Chapter 7: Security in CRM Analytics
Technical requirements
What is CRMA security and how does it work?
Managing CRMA access permissions
Configuring CRMA app-level security
Deploying Salesforce sharing inheritance
Understanding the concept and usage of security predicates
Summary
Questions
10
Section 3: How to Build Awesome Analytics Dashboards in CRMA
Section 3: How to Build Awesome Analytics Dashboards in CRMA
11
Chapter 8: Building Your First CRMA Dashboard
Chapter 8: Building Your First CRMA Dashboard
Technical requirements
Getting to know your dashboard editor
Creating a dashboard and placing widgets
The devil is in the details
Understanding the top-down design with pages
A user's guide to a CRMA dashboard
Summary
Questions
12
Chapter 9: Advanced Dashboard Design and Build
Chapter 9: Advanced Dashboard Design and Build
Technical requirements
Creative use of page animations
Beginning with code – an introduction to SAQL
Tying things together with bindings
Working with the Advanced Editor
Summary
Questions
13
Chapter 10: To Code or Not to Code?
Chapter 10: To Code or Not to Code?
Technical requirements
When do you need code?
You might not need to code if...
Occasions of ambiguity
Summary
Questions
14
Chapter 11: Best Practices in Dashboard Design Using CRMA
Chapter 11: Best Practices in Dashboard Design Using CRMA
Technical requirements
Common mistakes in dashboard design
Design philosophy for effective dashboard building
Best practice in CRMA dashboard design
Summary
Questions
15
Section 4: From Data To Insight To Action
Section 4: From Data To Insight To Action
16
Chapter 12: Embedding and Actioning Your Insights
Chapter 12: Embedding and Actioning Your Insights
Technical requirements
Creating and configuring record actions in CRMA
Embedded dashboards
Summary
Questions
17
Questions and Answers
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Why subscribe?
18
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Chapter 1: What Is CRM Analytics and Where Can You Use it?

CRM Analytics (CRMA), formerly known as Einstein Analytics, is the business insights and data analytics platform that Salesforce launched in 2014. With a powerful framework to action insights directly in CRM and a variety of native connectors to ingest data from external sources, CRMA is a unique offering in the world of Business Intelligence (BI).

As you can infer from the title, this chapter will introduce you to CRMA – what it is, how it works, and what it can do. We will begin by discussing data analytics from the perspective of CRMA and investigate what makes this platform different. As there are a great many BI platforms out in the digital world, you need to understand the unique place of CRMA in the data landscape and the Salesforce ecosystem.

Once you have completed this chapter, regardless of your current understanding of CRMA, you should have a good initial grasp of the platform. Whether you are a business analyst, a Salesforce administrator, or an advanced business user, this chapter will help you succinctly communicate the essentials of CRMA to your colleagues.

In this chapter, we are going to cover the following topics:

  • The importance of data analytics
  • What is CRMA?
  • What is CRMA used for?
  • How can you excel at data analytics with CRMA?
Previous Section
End of Section 1
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