Implement & Manage CRM Analytics ( ANC301 )

•  Discovery Meeting
•  Establishing Your Users & Development Process

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

•  Overview of Connecting Data
•  Data Mapping
•  Overview of the Dataflow Process
•  Designing a Dataflow
•  Loading External CSV Data
•  Making Dataflows
•  Optimizing Dataflows
•  Running, Monitoring, & 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
•  Applying Ownership-Based Row-Level Security
•  Applying Role-Based Row-Level Security
•  Applying Team-Based Row-Level Security
•  Overriding Security for Implementation & 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 & 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 ideal for integration specialists or Salesforce Administrators who want to learn more about connecting & securing data in CRM Analytics. This course is also great for business analysts or developers interested in making advanced dashboards.

In this course, you will learn to:

• Determine your user, data, & security requirements, & 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.
• Make & run dataflows to load Salesforce data, & join it with data from other datasets.
• Understand & use Data Sync effectively.
• Understand Recipes & Data Prep.
• Understand & implement data security in CRM Analytics, & override protection for implementation & testing.
• Understand how filters on dashboards function & be able to use interactions when necessary.
• Understand a dashboard’s JSON file.
• Explain the process of dashboard queries & modify a question to meet specific analytic requirements.
• Modify dataset metadata.

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 

• 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):
• Participant’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 & 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 awards course completion certificates to all the participants who have completed the training program, which includes various real-time projects, assignments, quizzes & some other tasks. Once the course is done, you would be assigned a project which you would have to submit in 2 weeks. 

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

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 in your dream job by learning them. 

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