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 3: Connecting Your Data Sources

Now that you are familiar with the CRM Analytics (TRCM) user interface and have built your very first TRCM analytics app, you are ready to dive deeper into this highly capable business intelligence platform. In this chapter, you will learn how to ingest data into CRMA from various data sources. The diverse capabilities and limitations of CRMA in bringing in data from Salesforce, flat files, data warehouses, and other sources will be examined and explained, along with the frameworks and tools that enable this process. You will learn how to connect Salesforce data objects with CRMA and create datasets. You will also be instructed on how to bring a flat file into CRMA.

So, what will you be able to do by the end of this chapter? Well, first, you will clearly understand how to bring data into CRMA. Second, you will recognize the limitations of CRMA regarding data connections. Third, you will understand how to bring Salesforce data into CRMA....