Building Lenses, Dashboards, and Apps in CRM Analytics
| Course Details | Find Out More |
|---|---|
| Code | ANC201 |
| Tuition (CAD) | N/A |
| Tuition (USD) | 600.00 |
Get ready to start building in CRM Analytics (CRMA). In this 1-day instructor-led course, you’ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You’ll learn how to build lenses and add them into your dashboards using the CRMA Dashboard Designer. Once you’ve created a dashboard, you’ll also learn how to optimize the dashboard for mobile and embed CRMA dashboards into home pages and lightning record pages.
Who Can Benefit
- This is a technical course designed for individuals responsible for building effective lenses and dashboards for data analysis in CRMA. It is also valuable for those involved in connecting and integrating data to understand its role in the lens and dashboard-building process.
Skills Gained
- When you complete this class, you will be able to:
- Manage apps and their assets.
- Understand dashboard design guidelines and best practices.
- Build dashboards to meet end-users’ needs.
- Embed CRMA dashboards into home pages and Lightning record pages.
- Create mobile layouts for dashboards.
Course Content
Lessons and Topics
- Managing Apps, Lenses, Dashboards, and Datasets
- Overview of building and managing apps
- Building an app
- Manage apps, lenses, dashboards, and datasets
- Designing a Dashboard and Creating a Template
- Dashboard Building Overview
- Designing a Dashboard
- Create a dashboard template
- Building a Dashboard
- Building a Dashboard
- Adding Charts, Tables, and KPIs to a Dashboard
- Adding Filters to a Dashboard
- Modify a Dashboard for Mobile
- Translating Desktop Dashboards to a Mobile Device
- Creating/Updating Mobile Dashboard Layouts