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Getting Started with Salesforce CRM Analytics

A Beginner's Guide to Building Interactive and Complex Dashboards
BuchKartoniert, Paperback
205 Seiten
Englisch
Springererschienen am25.07.20242. Aufl.
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 LearnUnderstand CRM Analytics as a platform, including permission and licensingGet data into the CRM Analytics platform and transform data loadedBuild dashboards using CRM AnalyticsExplore and analyze data using CRM AnalyticsUtilize SAQL and binding to create advance dashboardsWho This Book Is ForIT 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.mehr
Verfügbare Formate
BuchKartoniert, Paperback
EUR64,19
E-BookPDF1 - PDF WatermarkE-Book
EUR56,99

Produkt

KlappentextDive 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 LearnUnderstand CRM Analytics as a platform, including permission and licensingGet data into the CRM Analytics platform and transform data loadedBuild dashboards using CRM AnalyticsExplore and analyze data using CRM AnalyticsUtilize SAQL and binding to create advance dashboardsWho This Book Is ForIT 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.
Details
ISBN/GTIN979-8-8688-0478-6
ProduktartBuch
EinbandartKartoniert, Paperback
Verlag
Erscheinungsjahr2024
Erscheinungsdatum25.07.2024
Auflage2. Aufl.
Seiten205 Seiten
SpracheEnglisch
IllustrationenXVIII, 205 p. 161 illus.
Artikel-Nr.56422796

Inhalt/Kritik

Inhaltsverzeichnis
Chapter 1: Introduction.- Chapter 2: Data Sources.- Chapter 3: Recipe.- Chapter 4: Dataset.- Chapter 5: Lens.- Chapter 6: Building the Dashboard .- Chapter 7: Exploring the Dashboard.- Chapter 8: Applying Security - Chapter 9: Advanced Topics.mehr

Autor

Johan Yu has more than 20 years of experience working in the IT sector across multinational corporations (MNCs) and at a leading Salesforce consulting company in the Asia-Pacific region. He has spent more than 14 years working with Salesforce technology, starting his career as a developer, team leader, and technical manager, among many other challenging roles. Based in Singapore, Johan holds 19X active Salesforce certifications, ranging from Administrator to Architect/Designer certifications, and CRM Analytics & Discovery Consultant. In his spare time, he enjoys writing blogs and answering questions in the Salesforce Trailblazers Community. In May 2014, Johan became the first Salesforce MVP from Southeast Asia. He is also the leader of the Salesforce Singapore User Group and is keen to help members solve issues related to configuration, implementation, and adoption, until more technical issues arrive.