Getting Started with Salesforce CRM Analytics: A Beginner’s Guide to Building Interactive and Complex Dashboards

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 Learn Understand CRM Analytics as a platform, including permission and licensing Get data into the CRM Analytics platform and transform data loaded Build dashboards using CRM Analytics Explore and analyze data using CRM Analytics Utilize SAQL and binding to create advance dashboards Table of Contents About the Author About the Technical Reviewer Acknowledgments Introduction Chapter 1: CRM Analytics: Introduction Getting the Right Term Integration with Salesforce Why CRM Analytics? Environment and License CRM Analytics Permissions Navigating CRM Analytics Lightning Page Analytics Tab Analytics Studio Mobile App CRM Analytics Components Apps Dashboards Lenses Datasets Understanding Data Manager Jobs Monitor Data Assets Recipes and Dataflows Usage Connections Summary Chapter 2: Data Sources Getting Data into CRM Analytics CSV File Hands-On: CSV Data Load Local Salesforce Data External Data Existing Dataset Salesforce Trend Report Hands-On: Trend a Salesforce Report External Data API Summary Chapter 3: Recipe Dataflow 1. Open Dataflow 2. Convert to Recipe 3. Save and Run Recipe User Interface Creating a Recipe from Scratch Use Case Building Concept Hands-On: Create a Recipe Backup and Restore Recipe Data Transformation in Recipe Input Data Transform Filter Aggregate Join Append Update Output Summary Chapter 4: Dataset Dataset Properties Dataset Fields Extended Metadata File Rename the Field Label Hide Fields Edit Values Format Numbers Default Fields Specify the Dataset Grain Label Replace and Restore Dataset Configure Actions for Dataset Summary Chapter 5: Lens CRM Analytics App Creating App Run App Share App Exploring Dataset Using Chart in Lens Using Table in Lens Saving Lens Present Lens Clip Lens to Designer Share and Download Lens Get URL Post to Feed Download Add Lens to Subscriptions Add Lens to Collection Add Lens As Favorite Explore with Conversational Summary Chapter 6: Building Dashboard Permission Layout Template Widgets Chart Table Filter Container Date Link Image List Number Range Text Toggle Navigation Page Sharing Widget Dataset Filter Dashboard Tab Performance Adoption and Maintenance Faceting Global Filter Using Multiple Datasets Summary Chapter 7: Exploring Dashboard Dashboard Inspector Set Notifications Annotations Following Annotations Hands-On Annotations Share Widget Show Details Explore Hands-On Explore Widget Widget Built with SAQL Embedding CRM Analytics Dashboard to Salesforce Lightning Page Hands-On Adding Dashboard to Lightning Home Page Hands-On Adding Dashboard to the Record Page Summary Chapter 8: Applying Security Permission Set Assignment Apps Level Sharing Security Predicate Syntax Hands-On Security Predicate Role Hierarchy Access Sharing Inheritance Enable Sharing Inheritance Configure Recipe Sharing Inheritance Coverage Assessment Summary Chapter 9: Advanced Topics Recipe Nodes Edit Attributes Drop Columns Custom Formula Filter Node Append Node Join with Multiple Value Lookup Salesforce Direct Data Queries Hands-On JSON Dashboard and Lens Recipe Dataset SAQL Binding and Custom Query Hands-On Binding and Custom Query Widgets Input Repeater Component Summary Index