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Creating Actionable Insights Using CRM Analytics Cover

Creating Actionable Insights Using CRM Analytics

Learn how to build insightful and actionable data analytics dashboards

Publisher:Packt Publishing Limited
By: Mark Tossell  
Paid access
|Dec 2021
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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 Description

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.

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 for

This 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.

Table of Contents

  1. What Is TCRM and Where Can You Use It?
  2. Developing Your First OOTB Analytics App in TCRM
  3. Connecting Your Data Sources
  4. Building Data Recipes
  5. Advanced ETL Using TCRM Data Prep
  6. TCRM Lenses - Diving into Your Data, One Click at a Time
  7. Security in Tableau CRM
  8. Building Your First TCRM Dashboard
  9. Advanced Dashboard Design and Build
  10. To Code, or Not to Code?
  11. Best Practices in Dashboard Design Using TCRM
  12. Embedding and actioning your insights
PDF ISBN: 978-1-80107-024-9
Publisher: Packt Publishing Limited
Copyright owner: © 2021 Packt Publishing Limited
Publication date: 2021
Language: English
Pages: 368
Related subjects:
Computer sciences,
Computer sciences, other

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