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Course Overview
Get ready to start building in CRM Analytics. 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 CRM Analytics Dashboard Designer. Once you’ve created a dashboard, you’ll also learn how to optimize the dashboard for mobile and embed CRM Analytics dashboards into home pages and lightning record pages.
Who Should Attend
- This course is designed for CRM Analytics business users who are responsible for building effective lenses and dashboards intended for data analysis. This is also a great course for business users who connect and integrate this data to understand how it’s used in the lens and dashboard-building process.
Course Outline
1. Apps and Assets
- Understand Building and Managing Apps
- Manage User Access to Apps
2. Dashboard Design
- Follow Dashboard Building Basics
- Define Dashboard Widget Types
- Choose Between Dashboard Template Options
3. Dashboard Design Best Practices
- Build a Dashboard
- Construct Dashboards with Chart, Table, Number, and Filter Widgets
- Understand and Apply Widget and Query Properties
- Design Dashboard Pages and Navigation
4. Dashboard Visibility
- Embed a CRM Analytics Dashboard in a Salesforce Home Page
- Embed a CRM Analytics Dashboard in an Account Record Page
5. Supplemental Materials and Optional Project
- Optimize a Browser Dashboard for Mobile
- Add Additional Widget Properties
- Explore CRM Analytics Resources and Next Steps