Summary
In the CRM Analytics course, you will learn to design and create effective dashboard layouts to help users navigate easily. You’ll also learn to create lenses and add them to your dashboards using the CRMA Dashboard Designer. Additionally, you will learn how to optimize the dashboard for mobile and embed CRMA dashboards into home pages and lightning record pages.
Key Skills
When you complete this class, you will be able to:
- Manage apps and their assets.
- Understand dashboard design guidelines and best practices.
- Build dashboards to meet end-users’ needs.
- Embed CRMA dashboards into home pages and Lightning record pages.
- Create mobile layouts for dashboards.
Course Outline
Apps and Assets
- Understand Building and Managing Apps
- Manage User Access to Apps
Dashboard Design
- Follow Dashboard Building Basics
- Define Dashboard Widget Types
- Choose Between Dashboard Template Options
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
Dashboard Visibility
- Embed a CRMA Dashboard in a Salesforce Home Page
- Embed a CRMA Dashboard in an Account Record Page
Supplemental Materials and Optional Project
- Optimize a Browser Dashboard for Mobile
- Add Additional Widget Properties
- Explore CRMA Resources and Next Steps
Audience
This course is created for CRMA business users who build effective lenses and dashboards for data analysis. It is also suitable for business users who connect and integrate data to understand its use in building lenses and dashboards.
Certifications
No associated credentials