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.
Implement and configure CRM Analytics from scratch
Build your first CRM Analytics app and embed your CRM Analytics dashboards in Salesforce to enhance user adoption
Connect Salesforce and external data with CRM Analytics and create datasets
Create a data recipe and get familiar with the recipe UI
Build a custom dashboard in CRM Analytics using the dashboard editor
Use lenses to create a CRM Analytics dashboard
Configure and implement data security and governance
Build configured record actions to automate data directly in Salesforce