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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

Summary

The following diagram provides a useful summary of how security works in CRM Analytics:

Figure 7.8 – CRMA security review

As you have seen, you have a variety of options for implementing security in CRM Analytics. In this chapter, you learned about these security tools and how to deploy them.

What have you learned? First, you grasped the basics of security in CRMA. Next, you learned how to govern CRMA access permissions. Third, you learned how to use app-level security to control access to CRMA analytics app assets. Next, you became competent in configuring and enabling Salesforce sharing inheritance. Lastly, you learned how to build and deploy security predicates for more complex, detailed data governance use cases.

In the next chapter, you will learn to build your very first CRMA dashboard.

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