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

Getting hands-on with your own CRMA environment

Let's first walk through the initial process of setting up a dev playground for CRMA so that you can use it to work along with me as we move along with the process of installing CRMA.

In order for you to get hands-on with the CRMA platform, you first need a sandbox environment that is yours to edit as you see fit—one that is already enabled for CRMA and is populated with sample data. This playground environment is known as an Einstein Analytics-enabled Developer Edition org. So, let's set this up.

Setting up your dev org

To sign up for and set up your dev org, follow these next steps:

  1. Sign up here for your own Einstein Analytics-enabled Developer Edition org: https://developer.salesforce.com/promotions/orgs/analytics-de. The sign-up screen should look like this:

Figure 2.1 – Sign-up screen for dev org

  1. Go ahead and fill out the form, and then select Sign me up...