Getting Started with Salesforce CRM Analytics : A Beginner's Guide to Building Interactive and Complex Dashboards

• Autore: Yu Johan
• Pubblicazione: Berkeley, CA : , : Apress L. P., , 2024; ©2024
• Edizione: 2nd ed.
• Descrizione fisica: 1 online resource (214 pages)
• Disciplina: 658.8/12
• Soggetto topico: Salesforce (Online service); Customer relations - Data processing; Relationship marketing; Management information systems
• Note generali: Includes index.
• Nota di contenuto: Intro -- Table of Contents -- About the Author -- About the Technical Reviewer -- Acknowledgments -- Introduction -- Chapter 1: CRM Analytics: Introduction -- Getting the Right Term -- Integration with Salesforce -- Why CRM Analytics? -- Environment and License -- CRM Analytics Permissions -- Navigating CRM Analytics -- Lightning Page -- Analytics Tab -- Analytics Studio -- Mobile App -- CRM Analytics Components -- Apps -- Dashboards -- Lenses -- Datasets -- Understanding Data Manager -- Jobs Monitor -- Data Assets -- Recipes and Dataflows -- Usage -- Connections -- Summary -- Chapter 2: Data Sources -- Getting Data into CRM Analytics -- CSV File -- Hands-On: CSV Data Load -- Local Salesforce Data -- External Data -- Existing Dataset -- Salesforce Trend Report -- Hands-On: Trend a Salesforce Report -- External Data API -- Summary -- Chapter 3: Recipe -- Dataflow -- 1. Open Dataflow -- 2. Convert to Recipe -- 3. Save and Run -- Recipe User Interface -- Creating a Recipe from Scratch -- Use Case -- Building Concept -- Hands-On: Create a Recipe -- Backup and Restore Recipe -- Data Transformation in Recipe -- Input Data -- Transform -- Filter -- Aggregate -- Join -- Append -- Update -- Output -- Summary -- Chapter 4: Dataset -- Dataset Properties -- Dataset Fields -- Extended Metadata File -- Rename the Field Label -- Hide Fields -- Edit Values -- Format Numbers -- Default Fields -- Specify the Dataset Grain Label -- Replace and Restore Dataset -- Configure Actions for Dataset -- Summary -- Chapter 5: Lens -- CRM Analytics App -- Creating App -- Run App -- Share App -- Exploring Dataset -- Using Chart in Lens -- Using Table in Lens -- Saving Lens -- Present Lens -- Clip Lens to Designer -- Share and Download Lens -- Get URL -- Post to Feed -- Download -- Add Lens to Subscriptions -- Add Lens to Collection -- Add Lens As Favorite. ; Explore with Conversational -- Summary -- Chapter 6: Building Dashboard -- Permission -- Layout -- Template -- Widgets -- Chart -- Table -- Filter -- Container -- Date -- Link -- Image -- List -- Number -- Range -- Text -- Toggle -- Navigation -- Page -- Sharing Widget -- Dataset Filter -- Dashboard Tab -- Performance -- Adoption and Maintenance -- Faceting -- Global Filter -- Using Multiple Datasets -- Summary -- Chapter 7: Exploring Dashboard -- Dashboard Inspector -- Set Notifications -- Annotations -- Following Annotations -- Hands-On Annotations -- Share Widget -- Show Details -- Explore -- Hands-On Explore Widget -- Widget Built with SAQL -- Embedding CRM Analytics Dashboard to Salesforce Lightning Page -- Hands-On Adding Dashboard to Lightning Home Page -- Hands-On Adding Dashboard to the Record Page -- Summary -- Chapter 8: Applying Security -- Permission Set Assignment -- Apps Level Sharing -- Security Predicate -- Syntax -- Hands-On Security Predicate -- Role Hierarchy Access -- Sharing Inheritance -- Enable Sharing Inheritance -- Configure Recipe -- Sharing Inheritance Coverage Assessment -- Summary -- Chapter 9: Advanced Topics -- Recipe Nodes -- Edit Attributes -- Drop Columns -- Custom Formula -- Filter Node -- Append Node -- Join with Multiple Value Lookup -- Salesforce Direct Data Queries -- Hands-On -- JSON -- Dashboard and Lens -- Recipe -- Dataset -- SAQL -- Binding and Custom Query -- Hands-On Binding and Custom Query -- Widgets -- Input -- Repeater -- Component -- Summary -- Index.
• Sommario/riassunto: Dive into the intricate world of salesforce CRM Analytics and harness the power of interactive and complex dashboards. This book will empower you to unlock the full potential of Salesforce CRM Analytics and enhance your ability to generate meaningful insights for strategic decision-making. Developed by Salesforce to transcend the limitations of standard reports and dashboards, CRM Analytics introduces a new platform that requires a fresh perspective for those familiar with the traditional Salesforce platform. Using a hands-on approach, this step-by-step book unravels the complexities of CRM Analytics, guiding you through the process of acquiring data from the Salesforce platform, importing external data like CSV files, and preparing the data for dashboard creation. You'll also learn to build dashboards from scratch, explore lenses, and delve into the depths of SAQL (Salesforce Analytics Query Language) and binding. CRM Analytics has a steeper learning curve than standard Salesforce reporting. Getting Started with Salesforce CRM Analytics will guide you through the journey of constructing dashboards, from data preparation to the final dashboard creation. What You Will Learn Understand CRM Analytics as a platform, including permission and licensing Get data into the CRM Analytics platform and transform data loaded Build dashboards using CRM Analytics Explore and analyze data using CRM Analytics Utilize SAQL and binding to create advance dashboards Who This Book Is For IT users getting started with CRM Analytics, Salesforce consultants starting new CRM Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on advanced analytics features.
• Titolo autorizzato: Getting Started with Salesforce CRM Analytics
• ISBN: 9798868804793; 9798868804786
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9910878058603321
• Lo trovi qui: Univ. Federico II