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Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics

Mark Tossell

Kup pozycję na ebookpoint.pl

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.

  • Creating Actionable Insights Using CRM Analytics
  • Contributors
  • About the author
  • About the reviewers
  • Preface
    • Who this book is for
    • What this book covers
    • To get the most out of this book
    • Download the color images
    • Conventions used
    • Get in touch
    • Share Your Thoughts
  • Section 1: Getting Started with CRM Analytics
  • Chapter 1: What Is CRM Analytics and Where Can You Use it?
    • The importance of data analytics
    • What 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?
    • Summary
      • Questions
  • Chapter 2: Developing Your First OOTB Analytics App in CRMA
    • Technical requirements
    • Getting hands-on with your own CRMA environment
      • Setting up your dev org
      • Finding your way around the Analytics Studio home page
    • What is a CRMA analytics app?
    • Installing and configuring a CRMA analytics app
      • App creation
      • App exploration
    • Customizing a CRMA analytics app
      • Changing the app settings to custom settings
      • Customizing detailed app settings
    • Common questions answered
      • Which 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?
    • Troubleshooting
      • I cant find my CRMA app or assets
      • I can't get to the CRMA home page from the Salesforce home page
      • Where is the link to reconfigure my CRMA app?
    • Summary
    • Questions
  • Section 2: Building Datasets in CRMA
  • Chapter 3: Connecting Your Data Sources
    • Technical requirements
    • The capabilities of CRMA for data connections
      • Dataset definition, design, and build
      • Data sync
      • Ingesting and combining external data with Salesforce data
      • Remote data connections available for CRMA
    • The limitations of CRMA for data connections
    • Bringing Salesforce data into CRMA
      • Designing a dataset
      • Dataset builder
    • Augmenting your Salesforce data with flat files
    • Common questions and challenges
    • Summary
    • Questions
  • Chapter 4: Building Data Recipes
    • Technical requirements
    • Cooking up data recipes in CRMA
      • What is a data recipe?
      • How do you create a data recipe?
    • Transforming data in recipes
      • Adding data
      • Appending data
      • Filtering data
      • Aggregating data
      • Transforming data
    • Joining data in recipes
      • Outputting data from recipes
    • A hands-on exercise in data transformation
    • Summary
    • Questions
  • Chapter 5: Advanced ETL Using CRMA Data Prep
    • Technical requirements
    • Advanced use of the Data Prep tool
      • Diving into data joins
      • Advanced use of the aggregation node
      • Why, when, and how to use complex formula transformations
      • Working with dates in the Data Prep tool
      • A deeper understanding of how and why to flatten your data
      • Predict Missing Values how and when to use
      • Sentiment detection explained
    • Advanced hands-on exercise
      • Resources required
      • Steps to follow
      • Solution
    • Summary
    • Questions
  • Chapter 6: CRMA Lenses Diving into Your Data One Click at a Time
    • Technical requirements
    • Lenses the investigative journalists of CRMA
    • Creating, editing, and cloning lenses
      • Working with Chart Mode
      • Analyzing your data using Table Mode
      • Query Mode
    • Using lenses to create a CRMA analytics dashboard
    • Tips and hints
    • Summary
    • Questions
  • Chapter 7: Security in CRM Analytics
    • Technical requirements
    • What is CRMA security and how does it work?
    • Managing CRMA access permissions
    • Configuring CRMA app-level security
    • Deploying Salesforce sharing inheritance
    • Understanding the concept and usage of security predicates
    • Summary
    • Questions
  • Section 3: How to Build Awesome Analytics Dashboards in CRMA
  • Chapter 8: Building Your First CRMA Dashboard
    • Technical requirements
    • Getting to know your dashboard editor
    • Creating a dashboard and placing widgets
      • Creating a sales dashboard
      • Placing widgets on the sales dashboard
      • Adding a highlights panel to the sales dashboard
      • Adding filters to the sales dashboard
      • Adding Image, Date, List, and Range widgets to the sales dashboard
    • The devil is in the details
    • Understanding the top-down design with pages
    • A user's guide to a CRMA dashboard
    • Summary
    • Questions
  • Chapter 9: Advanced Dashboard Design and Build
    • Technical requirements
    • Creative use of page animations
    • Beginning with code an introduction to SAQL
      • Definitions
      • Example use cases
    • Tying things together with bindings
      • Bindings in JSON
      • Bindings in the UI
    • Working with the Advanced Editor
    • Summary
    • Questions
  • Chapter 10: To Code or Not to Code?
    • Technical requirements
    • When do you need code?
      • Security predicates
      • Bindings in JSON
      • SAQL expressions
      • Bulk actions (using Visualforce and the CRMA REST API)
      • timeseries (modified)
      • XMD advanced formatting options
    • You might not need to code if...
    • Occasions of ambiguity
    • Summary
    • Questions
  • Chapter 11: Best Practices in Dashboard Design Using CRMA
    • Technical requirements
    • Common mistakes in dashboard design
    • Design philosophy for effective dashboard building
      • A good dashboard provides actionable insights
      • A good dashboard reflects and portrays business understanding
      • A good dashboard tells a story with data
      • A good dashboard is simple
      • A good dashboard is intuitive and easy to use
      • A good dashboard clearly communicates information visually
      • A good dashboard considers the audience
      • A good dashboard fosters user engagement
      • The 10 principles of good dashboard design
      • References
    • Best practice in CRMA dashboard design
      • Leverage the smart use of pages
      • When possible, build with the GUI
      • Be judicious in your use of SAQL
      • Know when to go back to the dataset
      • Leverage dashboard components where practical
    • Summary
    • Questions
  • Section 4: From Data To Insight To Action
  • Chapter 12: Embedding and Actioning Your Insights
    • Technical requirements
    • Creating and configuring record actions in CRMA
      • Configured record actions
      • Driving an automation in Salesforce from CRMA
    • Embedded dashboards
      • Why would you embed your dashboards?
      • How do you embed your dashboards?
    • Summary
    • Questions
  • Questions and Answers
    • Chapter 1
    • Chapter 2
    • Chapter 3
    • Chapter 4
    • Chapter 5
    • Chapter 6
    • Chapter 7
    • Chapter 8
    • Chapter 9
    • Chapter 10
    • Chapter 11
    • Chapter 12
    • Why subscribe?
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