Course Overview
Take your CRM Analytics skills to the next level. In this 3-day, expert-led class, you’ll learn how to develop and implement a CRM Analytics environment that contains both Salesforce and non-Salesforce data. ANC 301 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.
Course Objectives
- 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 data flow 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 fi le.
- Explain the process of dashboard queries and modify a query to meet specific analytic requirements.
- Modify dataset metadata.
Who Should Attend?
This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in CRM Analytics. This course is also great for business analysts or developers interested in creating advanced dashboards.
- Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
- Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
- Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
- Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
- Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
- Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.
Course Prerequisites
There are no prerequisites for this course.
Agenda
Discovery and 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
- 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 Modification
- Overview of Modifying Queries
- Maximizing the Use of the Compare Table
- Salesforce Analytics Query Language (SAQL)
- SAQL Queries in a CRM Analytics Dashboard