Creating Actionable Insights Using CRM Analytics

Learn how to build insightful and actionable data analytics dashboards

By: Mark Tossell

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eText | 29 December 2021 | Edition Number 1

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Leverage Tableau CRM to generate valuable business insights and solve business problems efficiently

Key Features

Extract, combine, transform, and visualize your data to derive business insights using Tableau CRM
Gain hands-on experience as you walk through Tableau CRM's practical implementations
Learn how to build best-in-class dashboards from a Tableau CRM thought leader

Book Description

Tableau CRM, formerly Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Despite being a highly capable tool and in high demand in the industry, proficiency in Tableau CRM skills is hard to find.

Creating Actionable Insights Using Tableau CRM provides a hands-on approach to Tableau CRM implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the Tableau CRM platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what Tableau CRM is and where it provides business value. You'll also learn how to bring your data together in Tableau CRM, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action easily.

By the end of this Tableau book, you'll be able to solve business problems using Tableau CRM and design, build, test, and deploy Tableau CRM analytics dashboards efficiently.

What you will learn

Implement and configure Tableau CRM from scratch
Connect Salesforce data objects with Tableau CRM and create datasets
Create a data recipe and get familiar with the recipe UI
Understand how the data flow editor works and use it as an ETL tool
Use lenses to create a Tableau CRM analytics dashboard
Build configured record actions to automate data directly in CRM
Build a dashboard in Tableau CRM using the dashboard editor

Who This Book Is For

This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore the new features in Tableau CRM. Basic knowledge of data analytics is assumed to get the most out of this book.