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

Common questions answered

As you follow along in this chapter and build your own app, you may encounter some challenges or have questions; four of the most common ones that are faced or asked are outlined next.

Which licenses do I need to build and use CRMA?

CRMA requires either Einstein Analytics Growth (without Discovery) or Einstein Analytics Plus (with Discovery) licenses. Information regarding your user licenses and permission set licenses (PSLs) can be found in Setup, as depicted in the following screenshot:

Figure 2.20 – Locating user license information in Setup

Salesforce auto-assigns an Einstein Analytics Growth permission set license to the user to whom you assign any CRMA permissions in your org. A PSL can also be manually assigned to users. The process of creating and assigning a permission set is detailed in the following steps:

  1. In the Setup menu, under Administration, click Users, then Permission Sets, and then click New...