Implement and Manage CRM Analytics ( ANC301 )

• Discovery Meeting
• Establishing Your Users and Development Process

• Overview of User Access on the CRM Analytics Platform
• Creating CRM Analytics Permission Sets
• Assigning Licenses and Permission Sets to Users
• Creating and Sharing CRM Analytics Apps

• Overview of Connecting Data
• Data Mapping
• Summary of the Dataflow Process
• Designing a Dataflow
• Loading External CSV Data
• Creating Dataflows
• Optimizing Dataflows
• Running, Monitoring, and Scheduling a Dataflow
• Preparing Datasets with Recipes with Data Prep
• Data Connectors
• Additional Transformations

• Overview of Security in CRM Analytics
• Determining Security Requirements
• Overview of Using Predicate Filters
• Implementing Ownership-Based Row-Level Security
• Implementing Role-Based Row-Level Security
• Implementing Team-Based Row-Level Security
• Overriding Security for Implementation and Testing
• Sharing Inheritance

• Overview of Extended Metadata (XMD)
• Updating Field Metadata
• Adding Quick Action Menus for Records in CRM Analytics

• Overview of CRM Analytics Dashboard Templates
• Overview of JSON for Dashboards
• Building a Dashboard Using a Template
• Optimizing Dashboards for a Mobile Device

• Understanding Filters in Lenses and Dashboards
• Multi-Dataset Dashboards
• Filters with Interactions
• Custom Queries

• Overview of Modifying Queries
• Maximizing the Use of the Compare Table
• Salesforce Analytics Query Language (SAQL)
• SAQL Queries in a CRM Analytics Dashboard

This class is best for integration professionals or Salesforce Administrators who want to understand more about connecting and ensuring data in CRM Analytics. This course is also fantastic for business analysts or developers interested in creating advanced dashboards.

In this course, you will learn to-

• Specify your user, data, & security needs, and establish a development process.
• Set up apps & control what users can do in CRM Analytics by assigning them licenses, permission sets, & app permissions.
• Load external data to CRM Analytics.
• Create and run dataflows to load Salesforce data, and join it with data from other datasets.
• Understand and use Data Sync effectively.
• Understand Recipes and Data Prep.
• Understand and implement data security in CRM Analytics, and override protection for implementation and testing.
• Understand how filters on dashboards function and be able to use interactions when necessary.
• Understand a dashboard's JSON file.
• Explain the process of dashboard queries and modify a question to meet specific analytic requirements.
• Modify dataset metadata.

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 believe 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 requirement in detail, containing the below information.

In the case of Self / Individual 

• Training Program
• Training Mode (Online/ Classroom)
• Location (in case of the classroom)-
• Background (Education/ Technology/ Year of experience, etc.)
• Training Timeline 

In the case of Corporate Training

• Training Program
• No. of Participants
• Training Mode (Online/ Classroom)
• Location (in case of the classroom)-
• Learner's Background (Education/ Technology/ Year of experience, etc.)
• Training Timeline 
• Expectations from the training program

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 participants who have completed 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 considering 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.