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Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics

By : Mark Tossell
4.3 (8)
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Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics

4.3 (8)
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)
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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 7: Security in CRM Analytics

How do you decide who sees what in CRM Analytics? This is one of the least understood aspects of CRMA development, so in this chapter, you will learn how to secure your CRMA data. We will begin by providing an overview of CRMA security. We will then walk through each of the tools that CRMA makes available to determine who sees what data.

By the end of this chapter, you will understand the basics of CRMA security. Moving on, you will be able to deploy and manage CRMA access permissions. You will understand CRMA app-level security and be able to deploy and edit this as required. Furthermore, you will be competent in assessing and deploying Salesforce sharing inheritance. Finally, you will be confident in building and deploying security predicates.

In this chapter, we're going to cover the following main topics:

  • What is CRMA security and how does it work?
  • Managing CRMA access permissions
  • Configuring CRMA app-level security...
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