Implement and Manage CRM Analytics

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.

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.

Skills Gained

When you complete this course, you 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.

Who Can Benefit

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.