Building Lenses, Dashboards, and Apps in CRM Analytics ( ANC201 )

Course Description

Ready to start building in CRM Analytics? In this course, you'll learn how to design and create a practical dashboard layout to help viewers quickly find their way around. You'll learn how to build lenses and add them to your dashboards using the CRM Analytics Dashboard Designer. Once you've created a dashboard, you'll also learn how to optimize the dashboard for mobile. Finally, you'll learn how to organize your lenses and dashboards using apps and ensure that only the right users can access them. 

Prerequisites

No prerequisites are needed.    

Target Audience

This course is aimed at users with the CRM Analytics license who need to build effective lenses and dashboards for their business users to explore their data. It may also interest users who are connecting and integrating this data to understand how it is used in the lens and dashboard-building process.

Content Outline

  • Overview of building and managing apps
  • Building an app
  • Manage apps, lenses, dashboards, and datasets
  • Dashboard Building Overview
  • Designing a Dashboard
  • Create a dashboard template
  • Building a Dashboard
  • Adding Charts, Tables, and KPIs to a Dashboard
  • Adding Filters to a Dashboard
  • Translating Desktop Dashboards to a Mobile Device
  • Creating/Updating Mobile Dashboard Layouts

FAQs

This course is a must for new Salesforce administrators. We recommend administrators take this training program for many advantages before starting a Salesforce deployment or when taking over an existing deployment.

This course is aimed at users with the CRM Analytics license who need to build effective lenses and dashboards for their business users to explore their data. It may also interest users who are connecting and integrating this data to understand how it is used in the lens and dashboard-building process.

In this course, you will learn to-

Build and manage apps in CRM Analytics

Design a dashboard based on requirements, and create a dashboard template

Create and add lenses to build a dashboard

Optimize a dashboard for mobile use

In case of Radiant Techlearning solutions cancels an event, 100% of the course fee will be refunded to the learner. 

We provide ideal-in-class training programs to our clients with many services. Radiant also believes in accepting feedback from its client's time to time. If you face any difficulty, you can freely discuss it with us. However, due to some cause, if your expectations are not met. We have a refund policy in which Radiant will refund your payment within seven days. To get the refund, you must inform us about your concern before the 20% completion of the training program.

To know about the fee details, you can email us at training@radianttechlearning.com with your detailed requirements, containing the information below.

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  • Background (Education/ Technology/ Year of experience, etc.)
  • Training Timeline 

In the case of Corporate Training

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The learners will be enthralled as we engage them the real-world and industry Oriented projects during the training program. These projects will enhance your skills and knowledge and give you a better experience. These real-time projects will help you greatly in future tasks and assignments.

Radiant awards course completion certificates to all the participants who have finished the training program, including various real-time projects, assignments, quizzes, and other tasks. Once the course is completed, you would be assigned a project which you would have to submit in 2 weeks. 

Radiant Techlearning experts will be estimating the project on various parameters. To be eligible for the verified certificate, you must score more than 60% marks. 

Only after completing these criteria, you would be awarded a Radiant verified certificate, which the participants can use for their future job purpose. 

Participants will be awarded grades according to the following criteria-

90% – 100% – AAA+

80% – 90% – AA+

70% – 80% – A+

60% – 70% – A

No. These training programs are helping to improve your skills & knowledge of the technology, which would allow you to land your dream job by learning them. 

Our training program will maximize your ability and chances of getting a successful job. You have to select a job according to your convenience. Your performance in the training program and interview is crucial for getting a good job.

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