Titlebook: ;

飛來飛去真休

Dataset,new dataset, clicking the Create button, and then selecting Dataset; a wizard will assist you in selecting a source of data, with the option to upload a CSV file, using the Dataset Builder to extract Salesforce data from the external data source, create a recipe to use an existing Dataset or connected data, and trend from a Salesforce report.

DRILL

欺騙手段

Applying Security,ccess from multiple points of view, for example, hide a particular dashboard from all users and only make it visible to a specific group of users, or make the dashboard visible to users but not allow them to edit it. In CRM Analytics, we can use Apps to control dashboard visibility.

側(cè)面左右

Advanced Topics,sync with Salesforce, work with dataset, explore dataset with lens, how to build a dashboard from scratch, create a simple recipe, explore the dashboard with features offered, and also learned on security implementation.

嚴(yán)重傷害

Thomas S. Gruca,Deepika Nath,Howard Thomas Analytics stores data on its platform, utilizing recipes to get and transform data from multiple sources, including the local Salesforce platform, external Salesforce org, and other external data sources.

惡名聲

TERRA

Data Sources, Analytics stores data on its platform, utilizing recipes to get and transform data from multiple sources, including the local Salesforce platform, external Salesforce org, and other external data sources.

切掉

Lens, chart or table, including using a query with SAQL or SQL. CRM Analytics provides many types of charts and table widgets for users to explore the data, including Conversational Exploration, which will be discussed later in this chapter.

協(xié)定

云狀

Rhodri Davies,Carole Twining,Chris Taylorta from a Salesforce report; in both exercises, we created a new dataset. But we have not discussed the Recipe, one of the most critical tools for data transformation from multiple sources into CRM Analytics, so let us start now.