When does class start/end?
Class hours may vary, please reach out to contact@ascendientlearning.com if you have any questions.
Building Lenses, Dashboards, and Apps in CRM Analytics
Get ready to start building in CRM Analytics (CRMA). In this 1-day instructor-led course, you’ll find out how to design and create an effective dashboard layout to help viewers quickly find their...
Read MoreOverview
Get ready to start building in CRM Analytics (CRMA). In this 1-day instructor-led course, you’ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You’ll learn how to build lenses and add them into your dashboards using the CRMA Dashboard Designer. Once you’ve created a dashboard, you’ll also learn how to optimize the dashboard for mobile and embed CRMA dashboards into home pages and lightning record pages.
Skills Gained
When you complete this class, you will be able to:
- Manage apps and their assets.
- Understand dashboard design guidelines and best practices.
- Build dashboards to meet end-users’ needs.
- Embed CRMA dashboards into home pages and Lightning record pages.
- Create mobile layouts for dashboards.
Who Can Benefit
This is a technical course designed for individuals responsible for building effective lenses and dashboards for data analysis in CRMA. It is also valuable for those involved in connecting and integrating data to understand its role in the lens and dashboard-building process.
Course Details
Course Outline
Apps and Assets
- Understand Building and Managing Apps
- Manage User Access to Apps
Dashboard Design
- Follow Dashboard Building Basics
- Define Dashboard Widget Types
- Choose Between Dashboard Template Options
Supplemental Materials and Optional Project
- Optimize a Browser Dashboard for Mobile
- Add Additional Widget Properties
- Explore CRMA Resources and Next Steps
Lessons and Topics
Managing Apps, Lenses, Dashboards, and Datasets
- Overview of building and managing apps
- Building an app
- Manage apps, lenses, dashboards, and datasets
Designing a Dashboard and Creating a Template
- Dashboard Building Overview
- Designing a Dashboard
- Create a dashboard template
Building a Dashboard
- Building a Dashboard
- Adding Charts, Tables, and KPIs to a Dashboard
- Adding Filters to a Dashboard
Modify a Dashboard for Mobile
- Translating Desktop Dashboards to a Mobile Device
- Creating/Updating Mobile Dashboard Layouts
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
Great instructor, clear and concise course. Labs were easy to follow and worked perfectly.
I was very pleased with the course setup by ExitCertified and the instructor.
They were very good. They made sure everyone was able to get into the training and got all of the material needed for class.
vary good online learning. instructor is vary good the way he explained every thing.
I think the platform is very good and look forward to taking my next course in early October.
