When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Implement and Manage CRM Analytics
Take your CRM Analytics (CRMA) skills to the next level. In this 3-day instructor-led course, learn how to develop and implement a CRMA environment that contains both Salesforce and non-Salesforce...
Read MoreOverview
Take your CRM Analytics (CRMA) skills to the next level. In this 3-day instructor-led course, learn how to develop and implement a CRMA environment that contains both Salesforce and non-Salesforce data. Our team of experts will share CRMA features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster.
Skills Gained
When you complete this class, 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 CRMA.
- Load external data to CRMA.
- 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 CRMA.
- Override security for implementation and testing.
- Outline how interactions and filters on dashboards function.
- Understand the JSON file of a dashboard.
- Adjust a query to meet specific analytic requirements.
- Modify dataset metadata.
Who Can Benefit
This course is designed for integration specialists and Salesforce administrators who are interested in learning more about connecting and securing data in CRMA. This is also a great course for business analysts and developers interested in creating advanced dashboards.
Course Details
Course Outline
Discovery and Planning
- Meet for Discovery
- Log In
- Establish Users and Development Processes
User Setup and Apps
- Define User Access on the CRMA Platform
- Create CRMA Permission Sets
- Assign Licenses and Permission Sets to Users
- Create and Share CRMA Apps
Data Connection
- Define Data in CRMA
- 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 and SQL
- Evaluate Dashboard Performance with Dashboard Inspector
Schedule
FAQ
Does the course schedule include a Lunchbreak?
Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.
What languages are used to deliver training?
Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.
What does GTR stand for?
GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.
How do I find an Ascendient Learning training location?
We have training locations across the United States and Canada - View a complete list of classroom training locations.
Which delivery formats are available?
At Ascendient Learning, we offer training that is Instructor-Led, Online, Virtual, and Self-Paced.
Does Ascendient Learning deliver group training?
Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.
What does vendor-authorized training mean?
As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.
Is the training too basic, or will you go deep into technology?
It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.
How up-to-date are your courses and support materials?
We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.
Are your instructors seasoned trainers who have deep knowledge of the training topic?
Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 25 percent of their time learning new, emerging technologies and courses.
Do you provide hands-on training and exercises in an actual lab environment?
Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.
Will you customize the training for our company’s specific needs and goals?
We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.
How do I get started with certification?
Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact info@ascendientlearning.com.
Will I get access to content after I complete a course?
You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.
How do I request a W9 for Ascendient Learning?
View our filing status and how to request a W9.
Reviews
The instructor was thorough and they also provided hands-on demonstrations with labs.
This course gave me a clearer understanding of the AWS cloud architecture.
They are very good and made sure we had all the appropriate materials for class.
Good course. I appreciate the time the instructor put into teaching this class.
Labs and the study materials provided for Architecting on AWS course are very easy to understand and explains all the topics required to pass the Associate certification.
