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

Managing CRMA access permissions

To ingest data and use it as a part of row-level security, you must have access to Salesforce data. Based on the permissions of the two systems of CRMA/Salesforce users, CRM Analytics gains access to Salesforce data. These two systems of CRMA/Salesforce users are as follows:

  • Integration User
  • Security User

Here is Integration User, as viewed in Setup in Salesforce:

Figure 7.2 – Integration User. Note the user profile; that is, Analytics Cloud Integration User

CRMA uses the permissions of Integration User when a data preparation job runs so that it can ingest data from Salesforce objects and fields. Access to any fields and objects that contain sensitive data should be restricted because the View All Data access is with Integration User.

The job will fail if the dataflow tries to read data from a field or an object where view permission is not given to Integration User.

Based on the User object...