Getting Started with Salesforce Crm Analytics: A Beginner's Guide to Building Interactive and Complex Dashboards

Yu, Johan

Getting Started with Salesforce Crm Analytics: A Beginner's Guide to Building Interactive and Complex Dashboards
  • 出版商: Apress
  • 出版日期: 2024-07-25
  • 售價: $2,170
  • 貴賓價: 9.5 折 $2,062
  • 語言: 英文
  • 頁數: 205
  • 裝訂: Quality Paper - also called trade paper
  • ISBN: 9798868804786
  • ISBN-13: 9798868804786

    • 海外代購書籍(需單獨結帳)

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商品描述

Dive into the intricate world of salesforce CRM Analytics and harness the power of interactive and complex dashboards. This book will empower you to unlock the full potential of Salesforce CRM Analytics and enhance your ability to generate meaningful insights for strategic decision-making.

Developed by Salesforce to transcend the limitations of standard reports and dashboards, CRM Analytics introduces a new platform that requires a fresh perspective for those familiar with the traditional Salesforce platform. Using a hands-on approach, this step-by-step book unravels the complexities of CRM Analytics, guiding you through the process of acquiring data from the Salesforce platform, importing external data like CSV files, and preparing the data for dashboard creation. You'll also learn to build dashboards from scratch, explore lenses, and delve into the depths of SAQL (Salesforce Analytics Query Language) and binding.

CRM Analytics has a steeper learning curve than standard Salesforce reporting. Getting Started with Salesforce CRM Analytics will guide you through the journey of constructing dashboards, from data preparation to the final dashboard creation.

What You Will Learn

  • Understand CRM Analytics as a platform, including permission and licensing
  • Get data into the CRM Analytics platform and transform data loaded
  • Build dashboards using CRM Analytics
  • Explore and analyze data using CRM Analytics
  • Utilize SAQL and binding to create advance dashboards

Who This Book Is For

IT users getting started with CRM Analytics, Salesforce consultants starting new CRM Analytics projects, and power users familiar with Salesforce reporting and dashboards who want to get up to speed on advanced analytics features.

商品描述(中文翻譯)

深入探索 Salesforce CRM Analytics 的複雜世界，並利用互動式和複雜的儀表板的力量。本書將使您能夠釋放 Salesforce CRM Analytics 的全部潛力，增強您生成有意義見解以進行策略決策的能力。

CRM Analytics 是由 Salesforce 開發的，旨在超越標準報告和儀表板的限制，這個新平台需要對傳統 Salesforce 平台有全新的視角。這本逐步指導的書籍採用實作方式，解開 CRM Analytics 的複雜性，指導您從 Salesforce 平台獲取數據、導入外部數據（如 CSV 檔案），並為儀表板創建準備數據。您還將學習如何從零開始構建儀表板、探索視角，並深入了解 SAQL（Salesforce Analytics Query Language）和綁定。

CRM Analytics 的學習曲線比標準 Salesforce 報告更陡峭。《Getting Started with Salesforce CRM Analytics》將引導您完成從數據準備到最終儀表板創建的整個過程。

您將學到的內容：
- 理解 CRM Analytics 作為一個平台，包括權限和授權
- 將數據導入 CRM Analytics 平台並轉換已加載的數據
- 使用 CRM Analytics 構建儀表板
- 使用 CRM Analytics 探索和分析數據
- 利用 SAQL 和綁定創建高級儀表板

本書適合對象：
剛開始使用 CRM Analytics 的 IT 使用者、開始新 CRM Analytics 項目的 Salesforce 顧問，以及熟悉 Salesforce 報告和儀表板的高級使用者，想要快速掌握高級分析功能。

作者簡介

Johan Yu has more than 20 years of experience working in the IT sector across multinational corporations (MNCs) and at a leading Salesforce consulting company in the Asia-Pacific region. He has spent more than 14 years working with Salesforce technology, starting his career as a developer, team leader, and technical manager, among many other challenging roles. Based in Singapore, Johan holds 19X active Salesforce certifications, ranging from Administrator to Architect/Designer certifications, and CRM Analytics & Discovery Consultant. In his spare time, he enjoys writing blogs and answering questions in the Salesforce Trailblazers Community. In May 2014, Johan became the first Salesforce MVP from Southeast Asia. He is also the leader of the Salesforce Singapore User Group and is keen to help members solve issues related to configuration, implementation, and adoption, until more technical issues arrive.

作者簡介(中文翻譯)

Johan Yu 在資訊科技領域擁有超過 20 年的經驗，曾在多家跨國企業及亞太地區的一家領先 Salesforce 諮詢公司工作。他在 Salesforce 技術上工作了超過 14 年，職業生涯始於開發人員、團隊領導和技術經理等多個挑戰性角色。Johan 目前居住在新加坡，擁有 19 張有效的 Salesforce 認證，涵蓋從管理員到架構師/設計師的認證，以及 CRM Analytics & Discovery Consultant。在空閒時間，他喜歡撰寫部落格並在 Salesforce Trailblazers Community 中回答問題。2014 年 5 月，Johan 成為東南亞首位 Salesforce MVP。他也是 Salesforce 新加坡用戶小組的領導者，熱衷於幫助成員解決與配置、實施和採用相關的問題，直到出現更技術性的問題。

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