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Creating Actionable Insights Using CRM Analytics
Creating Actionable Insights Using CRM Analytics

Creating Actionable Insights Using CRM Analytics: Learn how to build insightful and actionable data analytics dashboards

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Key benefits

  • 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

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.

Who is this book 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.

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

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Dec 29, 2021
Length: 368 pages
Edition : 1st
Language : English
ISBN-13 : 9781801070249
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Salesforce
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Languages :
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Product Details

Publication date : Dec 29, 2021
Length: 368 pages
Edition : 1st
Language : English
ISBN-13 : 9781801070249
Vendor :
Salesforce
Category :
Languages :
Tools :

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(8 Ratings)
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Stuart Edeal Mar 29, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I am a Salesforce Architect and have used TableauCRM in my work so this topic is not a new one to me. I heard about this guide at a Salesforce conference and wanted to learn more from the author. I enjoy this book and recommend it to anyone who is engaged in a Salesforce Tableau CRM project.This book goes from understanding the concepts, to setup of the tools, datasets, apps and dashboards, all the way into advanced topics such as when to use code and how to build actionable insights with the data you are analyzing.What I am most impressed with are all the parts of this book that speak to “why” you would take advantage of the different features in TCRM. This understanding of the background is very helpful in building our an analytics solution.Overall I would recommend this for anyone starting a new TCRM project and wanting to understand more.
Amazon Verified review Amazon
DAVID NAVA Jan 18, 2022
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I'm a Salesforce Application Architect with 14 certifications. During the course of my professional journey, I've had the pleasure of reading numerous Salesforce technical manuals to help prepare me for exams, as well as to expand the breadth of the tools I can call upon to solve business problems for my customers.It's challenging to write a book that both caters to the needs of beginners, as well as more advanced practitioners. Mark's book balances that line perfectly, offering impactful insights into the Tableau CRM analytics platform for ALL readers. Whether you're new to Salesforce's data analytics platform or have been creating dashboard visualizations for years, Mark's book has something to offer you.In my case, I'm studying for yet another Salesforce exam and this book couldn't have come at a better time. I highly recommend it!
Amazon Verified review Amazon
Tim O'Connell Dec 31, 2021
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
This was a great introduction to the world of TCRM. I like how the book is organized based on how a developer would go through a project. I even used the glossary of terms to study for the TCRM certification exam and passed last week!While this is a great overview, I would recommend this for very new users of TCRM as there is not a lot of detail about more challenging topics. If you are looking for TCRM cert training, I would start here! and supplement with trailheads.
Amazon Verified review Amazon
John S. Thompson Jan 01, 2022
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Before I get into my review of "Creating Actionable Insights Using Tableau CRM," I want to share my background as a Tableau Developer. I've been a Tableau Developer for over ten years, working as a senior business analyst. Recently I took over the job responsibility to manage a company's Salesforce application to monitor new and existing opportunities. One of my responsibilities was to learn how to create dashboards using Tableau CRM to monitor the company's sales pipeline and critical KPS. Finding books on Tableau CRM is quite challenging since Salesforce converted its Enstine Analytics application to Tableau CRM. After I started reading, this book was a perfect premier to get me started on my journey learning how to use Tableau CRM. The text can get a bit technical at times, but for the most part, it is an easy read with great examples of what you can do with Tableau CRM. I'm glad the book didn't get into the Machine Learning part of Tableau CRM because that would have drawn away from what I believe most readers are looking for. If you're looking for a starter book on Tableau CRM, this is for you.
Amazon Verified review Amazon
John Dawson Dec 29, 2021
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Einstein analytics (Tableau CRM) is a new feature incorporated in Tableau 2021. Many Tableau users might feel it difficult to master Einstein analytics if users were not familiar with Salesforce before. Fortunately, "Creating Actionable Insights Using Tableau CRM" comes! This book is the first one which systematically introduces TCRM and how it works in Tableau reporting. After you read this book, you will get to know how to start with TCRM, make dataset in TCRM, build analytics dashboards in TCRM and go from data to insight to action. I strongly recommend this book if you want to get started with TCRM quickly. Meanwhile, I hope more real project samples can be incorporated in the next version of this book.
Amazon Verified review Amazon
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