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