Overview
Who should take this course?
This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in CRM Analytics. This course is also great for business analysts or developers interested in creating advanced dashboards.
When you complete this course, you will be able to:
- Determine your user, data, and security requirements, and establish a development process.
- Set up apps and control what users can do in CRM Analytics by assigning them licenses, permission sets, and app permissions.
- Load external data to CRM Analytics.
- Create and run dataflows to load Salesforce data, and join it with data from other datasets.
- Understand and use Data Sync effectively.
- Understand Recipes and Data Prep.
- Understand and implement data security in CRM Analytics, and override security for implementation and testing.
- Understand how filters on dashboards function and be able to use interactions when necessary.
- Understand a dashboard’s JSON file.
- Explain the process of dashboard queries and modify a query to meet specific analytic requirements.
- Modify dataset metadata.