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Salesforce CRM Analytics in Action 

New Delhi SFDCDUG
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Join us for another #ImpactSalesforceSaturday, a series of online Salesforce Saturday sessions.
Topic: Salesforce CRM Analytics in Action
Date and Time: Saturday, 18th February'23, 11:00 AM to 12:00 PM IST
Speaker: Sagar Pareek
Sagar is a Senior Salesforce Consultant and Salesforce golden hoodie winner. He is also an author of 2 Salesforce books.
Agenda
Salesforce CRM Analytics in Action
Q&A
For more updates and upcoming sessions please follow us on our social media handles:
Website: newdelhisfdcdu...
Trailblazer Community: trailblazercom...
Twitter: / newdelhisfdcdug​​
LinkedIn: / new-delhi-sfdc-dug-01a...
#Salesforce #analytics #crm

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5 окт 2024

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Комментарии : 7   
@madhufun
@madhufun Год назад
Very well explained, Can you upload continue sessions?
@HarshDeepSingh-ic1qi
@HarshDeepSingh-ic1qi 5 месяцев назад
00:05 Introduction to CRM Analytics 02:52 Salesforce CRM Analytics is a part of the Salesforce platform, formerly known as Einstein Analytics and Tableau CRM. 08:20 Before creating a report in Salesforce, we should have report types and data sets. 10:46 Using Mulesoft connector to pull data into CRM Analytics 15:39 Creating relationships in Salesforce CRM Analytics 18:01 Using lookup relationships to link data from left and right sources 22:34 Running and scheduling recipes for data sync in Salesforce CRM Analytics 26:18 Data exploration and visualization in Salesforce CRM Analytics 30:50 Creating and managing data sets and apps in Salesforce CRM Analytics 32:57 Creating and organizing dashboards in Salesforce CRM 37:07 Customize charts to display currency and industry-based data for a more intuitive dashboard. 39:42 Customizing dashboard styling and interactivity 44:39 Using conditional formatting to change colors based on value ranges 47:07 Customizing data visualization and navigation in Salesforce CRM Analytics.
@hiovanycubillosgomez5901
@hiovanycubillosgomez5901 Год назад
Awesome video, however, could you try loading external data, I mean, CSV file with columns dates in different formats, please.
@gmanfromdibloc2479
@gmanfromdibloc2479 Месяц назад
Hey. This youtube playlist has some good training but you have to buy the full course to get access to datasets used. ru-vid.com/group/PLIHPya_BBdyb7ZMga5XiMdkIPnGPvneSY&si=wLQD-T-oU1bqxnhs
@madhumadhuri1155
@madhumadhuri1155 9 месяцев назад
i am not getting crm plus license in my org can you please help me out what would be the issue?
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