Implement and Manage CRM Analytics

Take your CRM Analytics (CRMA) skills to the next level. In this 3-day instructor-led course, learn how to develop and implement a CRMA environment that contains both Salesforce and non-Salesforce data. Our team of experts will share CRMA 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.

Who Can Benefit

• This course is designed for integration specialists and Salesforce administrators who are interested in learning more about connecting and securing data in CRMA. This is also a great course for business analysts and developers interested in creating advanced dashboards.

Skills Gained

• When you complete this class, you will be able to:
• Determine your user, data, and security requirements to establish a development process.
• Assign users licenses, permission sets, and app permissions to control user access to CRMA.
• Load external data to CRMA.
• Implement dataflows to load Salesforce data and join it with data from other datasets.
• Harness Data Sync effectively.
• Define recipes and data prep.
• Employ data security in CRMA.
• Override security for implementation and testing.
• Outline how interactions and filters on dashboards function.
• Understand the JSON file of a dashboard.
• Adjust a query to meet specific analytic requirements.
• Modify dataset metadata.

Course Content

Course Outline

• Discovery and Planning
• Meet for Discovery
• Log In
• Establish Users and Development Processes

• User Setup and Apps
• Define User Access on the CRMA Platform
• Create CRMA Permission Sets
• Assign Licenses and Permission Sets to Users
• Create and Share CRMA Apps

• Data Connection
• Define Data in CRMA
• Map Data
• Work with CSV files
• Use Data Manager
• Implement Data Sync and Connections
• Schedule
• Generate
• Build Dataflows

• Data Security
• Determine Security Requirements
• Predicate Filters
• Predicate Filters and Salesforce Data
• Assign Ownership-Based Row-Level Security
• Determine Role-Based Row-Level Security
• Override Security for Implementation and Testing
• Implement Team-Based Row-Level Security
• Design Sharing Inheritance
• Assess Key Considerations
• Apply Sharing Inheritance to a Dataset

• Metadata in a Dataset
• Control Dataset Metadata
• Access Salesforce Records with Dataset Actions

• Dashboard Builds
• Get To Know the Dashboard
• Build Dashboard Templates
• Understand Dashboard JSON Files
• Build a Dashboard Using a JSON File Template
• Optimize a Dashboard for Mobile
• Create a Mobile Layout

• Advanced Dashboards and Interactions
• Optimize a Multi-Dataset Dashboard by Connecting Data Sources
• Create a Dynamic Filter with a Result Interaction
• Adjust a Chart with Custom Queries

• Dashboard Query Modification
• Add Derived Measures to Dashboards
• Query Multiple Datasets in One Lens
• Modify Complex Queries with SAQL and SQL
• Evaluate Dashboard Performance with Dashboard Inspector