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

Course Description

Ready to start building in CRM Analytics? In this course, you’ll find out how to design & make a practical dashboard layout to help viewers quickly find their way around. You’ll learn how to build lenses & add them to your dashboards using the CRM Analytics Dashboard Designer. Once you’ve made a dashboard, you’ll also learn how to optimize the dashboard for Mobile. Finally, you’ll also learn how to organize your lenses & dashboards using apps & ensure that only the right users have access to them—looking for Tableau classes? Check out the Tableau catalog here.

Prerequisites

No prerequisites are needed.

Target Audience

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

Content Outline

  • Overview of building & managing apps
  •  Building an app
  •  Control apps, lenses, dashboards, & datasets
  •  Dashboard Building Overview
  •  Designing a Dashboard
  •  Make a dashboard template
  • Building a Dashboard
  •  Adding Charts, Tables, & KPIs to a Dashboard
  •  Adding Filters to a Dashboard
  • Translating Desktop Dashboards to a Mobile Device
  •  Making/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 & dashboards for their business users to explore their data. It is also of interest to users who are connecting & integrating this data to understand how it is used in the lens & dashboard-building process.

In this course, you will learn to:

  • Build & control apps in CRM Analytics
  • Design a dashboard based on requirements, & make a dashboard template
  • Make & add lenses to build a dashboard
  • Optimize a dashboard for mobile use

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

We provide best-in-class training programs to our clients with many services. Radiant also believe in taking feedback from its client’s time to time. If you face any difficulty, you can freely discuss it with us. However, due to some reason, 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 fees details, you can email us at training@radianttechlearning.com with your requirement in detail containing the below information

In the case of Self / Individual 

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In the case of Corporate Training

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

Radiant issues course completion certificates to all participants who complete the training programme, which includes a variety of real-world projects, assignments, quizzes, and other tasks. When the course is completed, you will be assigned a project that you must complete in two weeks.

Radiant Techlearning experts will evaluate the project based on a variety of criteria. You must score more than 60% to be eligible for the verified certificate.

Only after completing these criteria would you 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 & chances of getting a successful job. You have to select a job according to your convenience. Your performance in the training program & interview is crucial for getting a good job.

 

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