Course Description
In this 3-day Implement and Manage CRM Analytics training, you’ll learn how to develop and implement a CRM Analytics environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through CRM Analytics features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster.
Our trainers are certified and enthusiastic about Tableau and Salesforce! For larger teams, the training is offered onsite at your office. Otherwise, online Tableau training is offered via live instructor-led virtual classroom. All delegates receive course materials and access to our licensed environment for hands-on labs.
Course Outcomes
At the end of the course, learners will be able to:
- Determine your user, data, and security requirements, and establish a development process.
- Set up apps and control what users can do in CRM Analytics by assigning them licenses, permission sets, and app permissions.
- Load external data to CRM Analytics.
- Create and run dataflows to load Salesforce data, and join it with data from other datasets.
- Understand and use Data Sync effectively.
- Understand Recipes and Data Prep
- Understand and implement data security in CRM Analytics, and override security for implementation and testing.
- Understand how filters on dashboards function and be able to use interactions when necessary.
- Understand a dashboard’s JSON file.
- Explain the process of dashboard queries and modify a query to meet specific analytic requirements.
- Modify dataset metadata.
Course Summary
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Course Modules
- Discovery & Planning
- Discovery Meeting
- Establishing Your Users and Development Process
- Set Up Users and Apps
- Overview of User Access on the CRM Analytics Platform
- Creating CRM Analytics Permission Sets
- Assigning Licenses and Permission Sets to Users
- Creating and Sharing CRM Analytics Apps
- Connect Data
- Overview of Connecting Data
- Data Mapping
- Overview of the Dataflow Process
- Designing a Dataflow
- Loading External CSV Data
- Creating Dataflows
- Optimizing Dataflows
- Running, Monitoring, and Scheduling a Dataflow
- Preparing Datasets with Recipes with Data Prep
- Data Connectors
- Additional Transformations
- Data Security
- Overview of Security in CRM Analytics
- Determining Security Requirements
- Overview of Using Predicate Filters
- Implementing Ownership-Based Row-Level Security
- Implementing Role-Based Row-Level Security
- Implementing Team-Based Row-Level Security
- Overriding Security for Implementation and Testing
- Sharing Inheritance
- Extended Metadata in a Dataset
- Overview of Extended Metadata (XMD)
- Updating Field Metadata
- Adding Quick Action Menus for Records in CRM Analytics
- Dashboard Templates and Mobile Dashboards
- Overview of CRM Analytics Dashboard Templates
- Overview of JSON for Dashboards
- Building a Dashboard Using a Template
- Optimizing Dashboards for a Mobile Device
- Bindings in Dashboards
- Understanding Filters in Lenses and Dashboards
- Multi-Dataset Dashboards
- Filters with Interactions
- Custom Queries
- Query Modifications
- Overview of Modifying Queries
- Maximizing the Use of the Compare Table
- Salesforce Analytics Query Language (SAQL)
- SAQL Queries in a CRM Analytics Dashboard
Testimonials
“ExistBI, Thank you again for the great Microsoft Power BI, PowerApps and Power Automate courses, our team was very happy”
- Kerry Urofsky, Systems Manager, Service, Avantik
Thoroughly enjoyed the training. The trainer was fantastic! It is rare but always an awesome experience when a trainer is also an experienced practioner with a breadth of knowledge and hands on experience… even well beyond the subject matter at hand. I had the feeling that the trainer could have answered in detail any question we might have had related to not only BDM but Hadoop and other relevant big data topics as well. Time well spent and I hope to encounter Tomi again.
- Rick Kirk, CTO, Alliant Energy / Ernst & Young
“Mike was great. He was very detailed and made sure I fully understood the section before moving on. There are so many functions to remember, so just have to practice with the materials and labs to get acquainted with all of them.”
- Ariel, Analyst, US Military
