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Job Role

Developer, Business User

Duration

In-Person: 3 Full Day(s)
Virtual: 3 Full Day(s) or 6 Half Day(s)

User Interface

Lightning Experience
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Overview

Who should take this course?


This course is designed for integration specialists and Salesforce administrators who are interested in learning more about connecting and securing data in CRM Analytics. This is also a great course for business analysts and developers interested in creating advanced dashboards.


When you complete this course, you will be able to:


  • Determine your user, data, and security requirements to establish a development process.
  • Assign users licenses, permission sets, and app permissions to control user access to CRM Analytics.
  • Load external data to CRM Analytics.
  • Implement dataflows to load Salesforce data and join it with data from other datasets.
  • Harness Data Sync effectively.
  • Define recipes and data prep.
  • Employ data security in CRM Analytics. 
  • Override security for implementation and testing.
  • Outline how interactions and filters on dashboards function.
  • Understand a dashboard’s JSON file.
  • Adjust a query to meet specific analytic requirements.
  • Modify dataset metadata.

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

Discovery and Planning

  • Meet for Discovery
  • Log In
  • Establish Users and Development Processes

 

User Setup and Apps

  • Define User Access on the CRM Analytics Platform
  • Create CRM Analytics Permission Sets
  • Assign Licenses and Permission Sets to Users
  • Create and Share CRM Analytics Apps

 

Data Connection

  • Define Data in CRM Analytics
  • Map Data
  • Work with CSV files
  • Use Data Manager
  • Implement Data Sync and Connections
  • Schedule 
  • Generate
  • Build Dataflows

 

Data Security

  • Determine Security Requirements
  • Predicate Filters 
  • Predicate Filters and Salesforce Data
  • Assign Ownership-Based Row-Level Security
  • Determine Role-Based Row-Level Security
  • Override Security for Implementation and Testing
  • Implement Team-Based Row-Level Security 
  • Design Sharing Inheritance
  • Assess Key Considerations
  • Apply Sharing Inheritance to a Dataset

 

Metadata in a Dataset

  • Control Dataset Metadata
  • Access Salesforce Records with Dataset Actions

 

Dashboard Builds

  • Get To Know the Dashboard
  • Build Dashboard Templates
  • Understand Dashboard JSON Files
  • Build a Dashboard Using a JSON File Template
  • Optimize a Dashboard for Mobile
  • Create a Mobile Layout

 

Advanced Dashboards and Interactions

  • Optimize a Multi-Dataset Dashboard by Connecting Data Sources
  • Create a Dynamic Filter with a Result Interaction 
  • Adjust a Chart with Custom Queries

 

Dashboard Query Modification

  • Add Derived Measures to Dashboards
  • Query Multiple Datasets in One Lens
  • Modify Complex Queries with SAQL/SQL
  • Evaluate Dashboard Performance with Dashboard Inspector