飞来飞去真休
发表于 2025-3-23 10:58:29
Dataset,new dataset, clicking the Create button, and then selecting Dataset; a wizard will assist you in selecting a source of data, with the option to upload a CSV file, using the Dataset Builder to extract Salesforce data from the external data source, create a recipe to use an existing Dataset or connected data, and trend from a Salesforce report.
DRILL
发表于 2025-3-23 17:54:26
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欺骗手段
发表于 2025-3-23 21:20:26
Applying Security,ccess from multiple points of view, for example, hide a particular dashboard from all users and only make it visible to a specific group of users, or make the dashboard visible to users but not allow them to edit it. In CRM Analytics, we can use Apps to control dashboard visibility.
侧面左右
发表于 2025-3-24 02:03:21
Advanced Topics,sync with Salesforce, work with dataset, explore dataset with lens, how to build a dashboard from scratch, create a simple recipe, explore the dashboard with features offered, and also learned on security implementation.
严重伤害
发表于 2025-3-24 04:19:55
Thomas S. Gruca,Deepika Nath,Howard Thomas Analytics stores data on its platform, utilizing recipes to get and transform data from multiple sources, including the local Salesforce platform, external Salesforce org, and other external data sources.
恶名声
发表于 2025-3-24 08:28:23
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TERRA
发表于 2025-3-24 14:04:53
Data Sources, Analytics stores data on its platform, utilizing recipes to get and transform data from multiple sources, including the local Salesforce platform, external Salesforce org, and other external data sources.
切掉
发表于 2025-3-24 16:33:11
Lens, chart or table, including using a query with SAQL or SQL. CRM Analytics provides many types of charts and table widgets for users to explore the data, including Conversational Exploration, which will be discussed later in this chapter.
协定
发表于 2025-3-24 22:31:36
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云状
发表于 2025-3-25 02:56:49
Rhodri Davies,Carole Twining,Chris Taylorta from a Salesforce report; in both exercises, we created a new dataset. But we have not discussed the Recipe, one of the most critical tools for data transformation from multiple sources into CRM Analytics, so let us start now.