Objectives – Blending Tableau with Traditional CRM Analytics

Mar 14, 2022

Objectives – Blending Tableau with Traditional CRM Analytics

Introduction

This chapter will introduce CRM Analytics and its importance in understanding and improving customer relationships. It will begin by providing an overview of CRM analytics and its key features, including creating datasets and lenses to analyze customer data. Additionally, the chapter will explain how to create an Einstein Discovery model within Salesforce and use it from within the CRM Analytics platform. Lastly, the chapter will detail the use of the CRM Analytics Tableau Output Connector, which allows for the seamless integration of Salesforce data into Tableau for further analysis. Overall, this chapter will provide a comprehensive understanding of the capabilities and benefits of CRM Analytics within Salesforce and its integration with Tableau.

Structure

The chapter covers the following topics:

• Introducing CRM Analytics
• Creating Datasets, Lenses, and Dashboards in CRM Analytics
• Building a lens
• Creating an Einstein Discovery Model and using it from CRM Analytics
• Using the Tableau Online Output Connection

Objectives

In this chapter, learners will develop a thorough understanding of CRM Analytics and its crucial role in managing and enhancing customer relationships. They will delve into the key features of CRM analytics, including how to create datasets and lenses for effective customer data analysis.

The chapter guides learners through creating an Einstein Discovery model within Salesforce and demonstrates how to utilize it within the CRM Analytics platform. A significant focus is placed on employing the CRM Analytics Tableau Output Connector, which facilitates the seamless integration of Salesforce data into Tableau. This includes learning how to export Salesforce data for use in Tableau and maximizing the capabilities of the CRM Analytics Tableau Output Connector.

Learners will gain a comprehensive understanding of the functionalities and benefits of CRM Analytics within Salesforce, particularly in its integration with Tableau. By the end of the chapter, they will be equipped to apply their knowledge of CRM Analytics and Tableau in a way that significantly improves the quality of customer relationships and enhances business decision-making.