Introduction To Salesforce Analytics Building Reports And Dashboards
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Learn Salesforce Analytics Cloud
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Author : Innoware Pjp
language : en
Publisher: Independently Published
Release Date : 2023-03-08
Learn Salesforce Analytics Cloud written by Innoware Pjp and has been published by Independently Published this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-03-08 with categories.
Learn Salesforce Analytics Cloud Salesforce Analytics Cloud is a business intelligence and analytics platform that enables organizations to derive insights from their data and make informed decisions. The platform, also known as Salesforce Einstein Analytics, is a cloud-based solution that provides advanced analytics capabilities, including machine learning and artificial intelligence. This book covers the following topics: 1. Introduction 1.1 Overview of Salesforce Analytics Cloud and its capabilities 1.2 Benefits of using Salesforce Analytics Cloud for business intelligence and data analysis 2. Getting Started with Salesforce Analytics Cloud 2.1 Setting up a Salesforce Analytics Cloud account 2.2 Exploring the Salesforce Analytics Cloud interface and navigation 2.3 Creating and managing datasets and data connections 2.4 Understanding data modeling and data preparation in Salesforce Analytics Cloud 3. Building Dashboards and Reports 3.1 Creating and customizing dashboards in Salesforce Analytics Cloud 3.2 Building reports and visualizations using Salesforce Analytics Cloud tools 3.3 Using advanced analytics features such as AI and machine learning in Salesforce Analytics Cloud 4. Data Management and Security 4.1 Managing data security and access in Salesforce Analytics Cloud 4.2 Integrating Salesforce Analytics Cloud with other data sources and platforms 4.3 Understanding data governance and compliance in Salesforce Analytics Cloud 5. Advanced Topics and Best Practices 5.1 Tips for optimizing data performance and scalability in Salesforce Analytics Cloud 5.2 Best practices for designing and implementing data analytics solutions in Salesforce Analytics Cloud 5.3 Real-world examples and case studies of Salesforce Analytics Cloud use cases
Salesforce Lightning Reporting And Dashboards
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Author : Johan Yu
language : en
Publisher: Packt Publishing Ltd
Release Date : 2017-08-03
Salesforce Lightning Reporting And Dashboards written by Johan Yu and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2017-08-03 with Computers categories.
Learn how to build advanced reports and dashboards in Salesforce Lightning experience About This Book Visualize and create advanced reports and dashboards using Lightning Experience Improve overall business efficiency with advanced and effective reports and dashboards Understand and create custom reports and dashboards Who This Book Is For This book is targeted at Salesforce.com administrators, business analysts, and managers who use Salesforce.com for their daily job and want to learn in depth about Salesforce Reporting and Dashboard in Lightning Experience. Readers should have a basic knowledge of Salesforce, such as: Accounts, Contacts, Leads, Opportunities and custom objects. What You Will Learn Navigate in Salesforce.com within the Lightning Experience user interface Secure and share your reports and dashboards with other users Create, manage, and maintain reports using Report Builder Learn how the report type can affect the report generated Explore the report and dashboard folder and the sharing model Create reports with multiple formats and custom report types Explore various dashboard features in Lightning Experience Use Salesforce1, including accessing reports and dashboards In Detail Built on the Salesforce App Cloud, the new Lightning Experience combines the new Lightning Design System, Lightning App Builder, and Lightning Components to enable anyone to quickly and easily create modern enterprise apps. The book will start with a gentle introduction to the basics of Salesforce reports and dashboards. It will also explain how to access reports in depth. Then you will learn how to create and manage reports, to use Schedule Report, and create advanced report configurations. The next section talks about dashboards and will enable you to understand and compare various types of dashboard component and how you can benefit the most from each of them. Then we move on to advanced topics and explain tips and tricks related to reports and dashboards, including reporting snapshots, report parameters, and collaboration. Finally, we will discuss how to access dashboards and reports from the Salesforce1 mobile app. Style and approach This comprehensive guide covers the advanced features of the all new Salesforce Lightning concepts and communicates them through a practical approach to explore the underlying concepts of how, when, and why to use them.
Getting Started With Salesforce Einstein Analytics
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Author : Johan Yu
language : en
Publisher: Apress
Release Date : 2019-09-11
Getting Started With Salesforce Einstein Analytics written by Johan Yu and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-09-11 with Computers categories.
Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files). Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored. What You Will Learn Use data from Salesforce and external sources Create a dataflow to build a flexible datasetBuild dashboards using Einstein Analytics Explore and analyze data using Einstein Analytics Utilize SAQL and binding to create advance dashboards Who This Book Is For IT users getting started with Einstein Analytics, Salesforce consultants starting new Einstein Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on new analytics features
Mastering Salesforce Reports And Dashboards
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Author : David Carnes
language : en
Publisher: "O'Reilly Media, Inc."
Release Date : 2023-06-14
Mastering Salesforce Reports And Dashboards written by David Carnes and has been published by "O'Reilly Media, Inc." this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-06-14 with Computers categories.
Effective, repeatable, and insightful analytics are key to ROI in customer relationship management systems. Many organizations, however, lack the automated reporting tools they need to run their businesses and instead choose to massage the data in Excel. But there's a better way. Salesforce's standard reporting tools provide a rich set of features that, when combined, support a wide variety of analytics needs. This practical introduction covers all the aspects and features you need to be successful with Salesforce reports and dashboards. Author David Carnes, chairman and chief evangelist for OpFocus, shows executives, end users, and report and dashboard superusers what analytics are possible, which features report writers should ask to be enabled, and which settings and permissions system administrators need to activate. You'll learn: How to create reports using the four main report formats in Salesforce How to create and use dashboards Methods for storing and finding reports and dashboards How to leverage formulas and trending in Salesforce reporting Special reporting features only available in Salesforce Mobile and on the Analytics tab Ways to embed report charts and dashboards in Lightning page layouts Powerful combinations of reporting features to drive decisions
Salesforce Reporting And Dashboards
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Author : Johan Yu
language : en
Publisher: Packt Publishing Ltd
Release Date : 2015-03-26
Salesforce Reporting And Dashboards written by Johan Yu and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-03-26 with Computers categories.
This book is intended for all Salesforce users—administrators, managers, business analysts, or report writers who are new to creating reports or dashboards within Salesforce. Basic knowledge of the Salesforce platform is required.
Getting Started With Salesforce Einstein Analytics
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Author : Johan Yu
language : en
Publisher:
Release Date : 2019
Getting Started With Salesforce Einstein Analytics written by Johan Yu and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019 with Dashboards (Management information systems) categories.
Build interactive dashboards using Salesforce Einstein analytics. Explore all of your data quickly and easily by providing AI-powered advanced analytics, right in Salesforce. You will manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards. Because Einstein Analytics is new, the curve to learn this technology can be difficult. This book guides you step-by-step in simple, easy-to-understand terms to get data from the Salesforce platform to the Einstein Analytics platform and also shows you how to import external data (e.g., CSV files). Core chapters focus on understanding data sources, dataflow, dataset, and lens leading up to building dashboards from scratch. Advanced features such as data transformation using computeExpression and computeRelative as well as dataflow with a multi-value lookup are explored. You will: Use data from Salesforce and external sources Create a dataflow to build a flexible dataset Build dashboards using Einstein Analytics Explore and analyze data using Einstein Analytics Utilize SAQL and binding to create advance dashboards.
Creating Actionable Insights Using Crm Analytics
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Author : Mark Tossell
language : en
Publisher: Packt Publishing Ltd
Release Date : 2021-12-29
Creating Actionable Insights Using Crm Analytics written by Mark Tossell and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2021-12-29 with Computers categories.
Leverage CRM Analytics to generate valuable business insights and solve business problems efficiently Key FeaturesExtract, combine, transform, and visualize your data to derive business insights using CRM AnalyticsGain hands-on experience as you walk through practical dashboard use cases in CRM AnalyticsLearn how to build best-in-class dashboards from a CRM Analytics thought leaderBook Description CRM Analytics, formerly known as Tableau CRM and 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. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics 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 CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, 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 with ease. By the end of this book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently. What you will learnImplement and configure CRM Analytics from scratchBuild your first CRM Analytics app and embed your CRM Analytics dashboards in Salesforce to enhance user adoptionConnect Salesforce and external data with CRM Analytics and create datasetsCreate a data recipe and get familiar with the recipe UIBuild a custom dashboard in CRM Analytics using the dashboard editorUse lenses to create a CRM Analytics dashboardConfigure and implement data security and governanceBuild configured record actions to automate data directly in SalesforceWho this book is for This book is for data analysts, business analysts, BI professionals, and Salesforce users who want to explore CRM Analytics' capabilities and features. Basic knowledge of Salesforce and data analytics is assumed to get the most out of this book.
Salesforce Crm The Definitive Admin Handbook
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Author : Paul Goodey
language : en
Publisher: Packt Publishing Ltd
Release Date : 2019-04-27
Salesforce Crm The Definitive Admin Handbook written by Paul Goodey and has been published by Packt Publishing Ltd this book supported file pdf, txt, epub, kindle and other format this book has been release on 2019-04-27 with Computers categories.
A definitive guide covering all the core concepts necessary to pass the Salesforce Administrator Certification exam Key Features Understand critical design considerations for setting up Salesforce CRM Facilitate and manage the transition from Salesforce Classic to Lightning Experience Learn key functions of application security to manage user profiles and data Book Description Salesforce's winter '19 release offers a host of new features for CRM designed to meet your sales and marketing requirements. With this comprehensive guide to implementing Salesforce CRM, administrators of all levels can easily get a thorough understanding of the platform. This Salesforce handbook begins by guiding you in setting up users and security and then progresses to configuration, data management, and data analytics. You'll discover process automation and approval mechanisms, while also exploring the functional areas of Sales Cloud, Service Cloud, Marketing Cloud, and Salesforce Chatter. This book covers Salesforce CRM system administration in a practical way, and it'll serve as an invaluable reference for both new administrators and experienced professionals. Furthermore, you'll also delve into Salesforce mobile apps and mobile administration, along with Salesforce Adoption Manager. You'll gain insights into Lightning Experience, Salesforce's new app, and learn how its modern design and sleek interface helps you to build customizable components. Finally, we'll see how the two versions compare and help manage the transition from Salesforce Classic to Lightning Experience. By the end of the book, you will have mastered the techniques to configure and control various user interface features in Salesforce CRM. What you will learn Configure a variety of user interface features in Salesforce CRM Understand the capabilities of the Salesforce CRM sharing model Explore Einstein Analytics - Salesforce's new wave of advanced reporting Get to grips with the Lightning Process Builder workflow Set up user profiles, security, and login access mechanisms Find out how Apex and Visualforce coding can be used in Salesforce CRM Manage the transition from Salesforce Classic to Lightning Experience Implement data manipulation features to apply best practices in data management Who this book is for This book is for administrators who want to develop and strengthen their Salesforce CRM skills in the areas of configuration and system management. Whether you are a new or experienced professional, this book will enhance your knowledge and understanding of Salesforce CRM features.
Learn Salesforce Marketing Cloud
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Author : Innoware Pjp
language : en
Publisher: Independently Published
Release Date : 2023-03-07
Learn Salesforce Marketing Cloud written by Innoware Pjp and has been published by Independently Published this book supported file pdf, txt, epub, kindle and other format this book has been release on 2023-03-07 with categories.
Learn Salesforce Marketing Cloud Salesforce Marketing Cloud is a cloud-based digital marketing platform that enables organizations to create, manage, and execute personalized marketing campaigns across multiple channels, such as email, mobile, social media, and advertising. It helps businesses build stronger customer relationships, increase engagement, and drive revenue growth. Marketing Cloud is a comprehensive platform that includes a range of powerful tools and features for marketing automation, data management, content creation, and analytics. The book covers the following topics: 1. Introduction to Salesforce Marketing Cloud 1.1 Overview of Salesforce Marketing Cloud 1.2 Benefits of using Marketing Cloud 1.3 Key features and functionalities of Marketing Cloud 1.4 Differences between Marketing Cloud and other Salesforce clouds 2. Setting Up Your Marketing Cloud Account 2.1 Creating a Salesforce Marketing Cloud account 2.2 Navigating the Marketing Cloud interface 2.3 Customizing your Marketing Cloud dashboard 2.4 Setting up your Marketing Cloud profile 3. Managing Your Marketing Data 3.1 Creating and managing data extensions 3.2 Importing and exporting data 3.3 Creating and managing data filters 3.4 Segmenting your audience 4. Creating and Managing Marketing Campaigns 4.1 Overview of Marketing Campaigns 4.2 Creating and managing email campaigns 4.3 Creating and managing mobile campaigns 4.4 Creating and managing social media campaigns 5. Automating Marketing Campaigns with Journeys 5.1 Understanding Journeys 5.2 Building and customizing Journeys 5.3 Analyzing Journeys and measuring success 5.4 Best practices for creating successful Journeys 6. Personalization and Targeting 6.1 Overview of personalization and targeting 6.2 Creating and managing customer personas 6.3 Using predictive analytics for personalized marketing 6.4 Best practices for effective targeting 7. Reporting and Analytics 7.1 Overview of Marketing Cloud reporting and analytics 7.2 Creating and customizing reports and dashboards 7.3 Analyzing campaign performance 7.4 Best practices for effective reporting and analytics 8. Integrations with Other Salesforce Products 8.1 Integrating with Sales Cloud 8.2 Integrating with Service Cloud 8.3 Integrating with Community Cloud 8.4 Integrating with other third-party apps 9. Mobile Marketing with Marketing Cloud 9.1 Overview of Marketing Cloud Mobile 9.2 Customizing mobile campaigns 9.3 Managing mobile push notifications 9.4 Best practices for effective mobile marketing 10. Best Practices for Marketing Cloud 10.1 Maximizing user adoption 10.2 Strategies for successful implementation 10.3 Common pitfalls to avoid 10.4 Tips for optimizing Marketing Cloud usage 11. Salesforce Marketing Cloud Certification and Career Opportunities 11.1 Overview of Marketing Cloud certification programs 11.2 Tips for preparing for certification exams 11.3 Career opportunities in Marketing Cloud 11.4 Emerging trends and future predictions for Marketing Cloud
Pro Salesforce Analytics Cloud
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Author : William Smith
language : en
Publisher: Apress
Release Date : 2015-12-31
Pro Salesforce Analytics Cloud written by William Smith and has been published by Apress this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-12-31 with Computers categories.
In this age of data economy, data analytics is recognized as a key differentiator for companies trying to gain a sustainable competitive advantage and outperform their peers. However, the complexity of establishing an analytical architecture due to a wide array of disparate technical capabilities offered by a plethora of vendors makes the deployment of an on-premise solution a daunting task. For this reason, the Salesforce Analytics Cloud has captured the imagination from of both IT and business communities. The Salesforce Analytics Cloud represents the rethinking of analytics for the business user. The Analytics Cloud is a cloud-based platform designed for the business user to have access to analytics "on the go," providing answers to questions instantly on any device. This mobile-ready capability of the Salesforce Analytics Cloud means users can immediately collaborate and share insights with team members right inside Salesforce. Pro Salesforce Analytics Cloud provides actionable guidance on creating analytical capabilities using Salesforce Analytics Cloud. The book offers:/pulliA practical guide to Salesforce Analytics Cloud, including Wave Platform, Builder, and Explorer./liliDetailed business analytics use cases in various industries (e.g., retail, healthcare, financial services, and telecommunications)./liliArchitecture and best practices for integration, security, hybrid cloud coexistence, and governance./li/ulpemPro Sal/p/em/pesforce Analytics Cloud /emis the first comprehensive book on Salesforce Analytics and provides a holistic architecture view of different analytical capabilities and how they fit into the overall information architecture. It features real-world industry use cases and demonstrates how Salesforce’s Analytics Cloud solves business challenges and brings real value to the organization.