Book

Creating Actionable Insights Using CRM Analytics

CRM Analytics is a powerful and versatile data analytics platform that delivers actionable insights within Salesforce. The skills required to transform data and build dashboards using this platform are in high demand, but the supply is short. This book will equip you with these skills and help you on your way to becoming a CRM Analytics expert.

Offered byPackt Logo

Difficulty Level

Intermediate

Completion Time

12h16m

Language

English

About Book

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.

Book content

chapters 12h16m total length

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

Related Resources

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