Creating Actionable Insights Using CRM Analytics

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Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics


This eBook includes

Formats : PDF (Read Only)

Pages : 368

ISBN : 9781801070249

Language : English

About the Book

Book description

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.

Creating Actionable Insights Using CRM Analytics

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Author Details

Packt Publishing

Packt Publishing

Founded in 2004 in Birmingham, UK, Packt's mission is to help the world put software to work in new ways, through the delivery of effective learning and information services to IT professionals.

Working towards that vision, we have published over 6,500 books and videos so far, providing IT professionals with the actionable knowledge they need to get the job done - whether that's specific learning on an emerging technology or optimizing key skills in more established tools.

As part of our mission, we have also awarded over $1,000,000 through our Open Source Project Royalty scheme, helping numerous projects become household names along the way.

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