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

The limitations of CRMA for data connections

You have learned what can be done in CRMA as far as data integration goes. Now you will learn some limitations of data integration, as demonstrated in the following list:

  • The results stored in Salesforce formula fields only update in CRMA datasets when full replication is performed for the relevant object.
  • The current limit for data sync (according to the Spring '21 release) is 100 objects.
  • Data sync only performs one sync per object. This is important if you need to perform multiple data syncs from one object.

    Important Note

    The Tableau Prep Builder can be used in cases where CRMA does not have the required ETL capability. For more information, please refer to https://www.tableau.com/products/prep.

Now it's time to create your first custom dataset using Salesforce data.