Creating Actionable Insights Using CRM Analytics
Packt Publishing Limited (Verlag)
978-1-80107-439-1 (ISBN)
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.
Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
Table of Contents
What Is TCRM and Where Can You Use It?
Developing Your First OOTB Analytics App in TCRM
Connecting Your Data Sources
Building Data Recipes
Advanced ETL Using TCRM Data Prep
TCRM Lenses - Diving into Your Data, One Click at a Time
Security in Tableau CRM
Building Your First TCRM Dashboard
Advanced Dashboard Design and Build
To Code, or Not to Code?
Best Practices in Dashboard Design Using TCRM
Embedding and actioning your insights
| Erscheinungsdatum | 01.12.2021 |
|---|---|
| Verlagsort | Birmingham |
| Sprache | englisch |
| Maße | 75 x 93 mm |
| Themenwelt | Mathematik / Informatik ► Informatik ► Grafik / Design |
| ISBN-10 | 1-80107-439-9 / 1801074399 |
| ISBN-13 | 978-1-80107-439-1 / 9781801074391 |
| Zustand | Neuware |
| Haben Sie eine Frage zum Produkt? |
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