Creating Actionable Insights Using CRM Analytics

CRM Analytics is a powerful and versatile data analytics platform that delivers actionable insights within Salesforce. The skills required to transform data and build dashboards using this platform are in high demand, but the supply is short. This book will equip you with these skills and help you on your way to becoming a CRM Analytics expert.

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Leverage CRM Analytics to generate valuable business insights and solve business problems efficiently

Key Features

Extract, combine, transform, and visualize your data to derive business insights using CRM Analytics
Gain hands-on experience as you walk through practical dashboard use cases in CRM Analytics
Learn how to build best-in-class dashboards from a CRM Analytics thought leader

Book DescriptionCRM 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.

What you will learn

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

Who this book is forThis book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore CRM Analytics' capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.