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

✍ Scribed by Johan Yu

• Publisher: Apress
• Year: 2024
• Tongue: English
• Edition: 2
• Category: Library

✦ Synopsis

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

✦ Table of Contents

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