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CRM Analytics, formerly 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. Despite being a highly capable tool and in high demand in the industry, proficiency in CRM Analytics skills is hard to find.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, youll understand what CRM Analytics is and where it provides business value. Youll 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 CRM Analytics book, youll be able to solve business problems using CRM Analytics and design, build, test, and deploy CRM Analytics analytics dashboards efficiently. Spis treści:Creating Actionable Insights Using CRM AnalyticsContributorsAbout the authorAbout the reviewersPrefaceWho this book is forWhat this book coversTo get the most out of this bookDownload the color imagesConventions usedGet in touchShare Your ThoughtsSection 1: Getting Started with CRM AnalyticsChapter 1: What Is CRM Analytics and Where Can You Use it?The importance of data analyticsWhat is CRMA and what is it used for?What is CRMA?What is CRMA used for?Which analytics tool should you use for which business use case?How can you excel at data analytics with CRMA?SummaryQuestionsChapter 2: Developing Your First OOTB Analytics App in CRMATechnical requirementsGetting hands-on with your own CRMA environmentSetting up your dev orgFinding your way around the Analytics Studio home pageWhat is a CRMA analytics app?Installing and configuring a CRMA analytics appApp creationApp explorationCustomizing a CRMA analytics appChanging the app settings to custom settingsCustomizing detailed app settingsCommon questions answeredWhich licenses do I need to build and use CRMA?Which permissions do I need to access, build, and edit analytics apps?How do I turn on CRMA in my org?Do AI and ML come with CRMA?TroubleshootingI cant find my CRMA app or assetsI cant get to the CRMA home page from the Salesforce home pageWhere is the link to reconfigure my CRMA app?SummaryQuestionsSection 2: Building Datasets in CRMAChapter 3: Connecting Your Data SourcesTechnical requirementsThe capabilities of CRMA for data connectionsDataset definition, design, and buildData syncIngesting and combining external data with Salesforce dataRemote data connections available for CRMAThe limitations of CRMA for data connectionsBringing Salesforce data into CRMADesigning a datasetDataset builderAugmenting your Salesforce data with flat filesCommon questions and challengesSummaryQuestionsChapter 4: Building Data RecipesTechnical requirementsCooking up data recipes in CRMAWhat is a data recipe?How do you create a data recipe?Transforming data in recipesAdding dataAppending dataFiltering dataAggregating dataTransforming dataJoining data in recipesOutputting data from recipesA hands-on exercise in data transformationSummaryQuestionsChapter 5: Advanced ETL Using CRMA Data PrepTechnical requirementsAdvanced use of the Data Prep toolDiving into data joinsAdvanced use of the aggregation nodeWhy, when, and how to use complex formula transformationsWorking with dates in the Data Prep toolA deeper understanding of how and why to flatten your dataPredict Missing Values how and when to useSentiment detection explainedAdvanced hands-on exerciseResources requiredSteps to followSolutionSummaryQuestionsChapter 6: CRMA Lenses Diving into Your Data One Click at a TimeTechnical requirementsLenses the investigative journalists of CRMACreating, editing, and cloning lensesWorking with Chart ModeAnalyzing your data using Table ModeQuery ModeUsing lenses to create a CRMA analytics dashboardTips and hintsSummaryQuestionsChapter 7: Security in CRM AnalyticsTechnical requirementsWhat is CRMA security and how does it work?Managing CRMA access permissionsConfiguring CRMA app-level securityDeploying Salesforce sharing inheritanceUnderstanding the concept and usage of security predicatesSummaryQuestionsSection 3: How to Build Awesome Analytics Dashboards in CRMAChapter 8: Building Your First CRMA DashboardTechnical requirementsGetting to know your dashboard editorCreating a dashboard and placing widgetsCreating a sales dashboardPlacing widgets on the sales dashboardAdding a highlights panel to the sales dashboardAdding filters to the sales dashboardAdding Image, Date, List, and Range widgets to the sales dashboardThe devil is in the detailsUnderstanding the top-down design with pagesA users guide to a CRMA dashboardSummaryQuestionsChapter 9: Advanced Dashboard Design and BuildTechnical requirementsCreative use of page animationsBeginning with code an introduction to SAQLDefinitionsExample use casesTying things together with bindingsBindings in JSONBindings in the UIWorking with the Advanced EditorSummaryQuestionsChapter 10: To Code or Not to Code?Technical requirementsWhen do you need code?Security predicatesBindings in JSONSAQL expressionsBulk actions (using Visualforce and the CRMA REST API)timeseries (modified)XMD advanced formatting optionsYou might not need to code if…Occasions of ambiguitySummaryQuestionsChapter 11: Best Practices in Dashboard Design Using CRMATechnical requirementsCommon mistakes in dashboard designDesign philosophy for effective dashboard buildingA good dashboard provides actionable insightsA good dashboard reflects and portrays business understandingA good dashboard tells a story with dataA good dashboard is simpleA good dashboard is intuitive and easy to useA good dashboard clearly communicates information visuallyA good dashboard considers the audienceA good dashboard fosters user engagementThe 10 principles of good dashboard designReferencesBest practice in CRMA dashboard designLeverage the smart use of pagesWhen possible, build with the GUIBe judicious in your use of SAQLKnow when to go back to the datasetLeverage dashboard components where practicalSummaryQuestionsSection 4: From Data To Insight To ActionChapter 12: Embedding and Actioning Your InsightsTechnical requirementsCreating and configuring record actions in CRMAConfigured record actionsDriving an automation in Salesforce from CRMAEmbedded dashboardsWhy would you embed your dashboards?How do you embed your dashboards?SummaryQuestionsQuestions and AnswersChapter 1Chapter 2Chapter 3Chapter 4Chapter 5Chapter 6Chapter 7Chapter 8Chapter 9Chapter 10Chapter 11Chapter 12Why subscribe?Other Books You May EnjoyPackt is searching for authors like youShare Your Thoughts
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