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Get Started: CRM Analytics: Platform Fundamentals

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Overview

Get guidance on getting started with CRM Analytics. In this video, our experts will go over how to enable Analytics, set up user access, and provide an overview of the platform and the overall process of building a dashboard. For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: cs.salesforce.com/portraits/aCe3y000000bmoWCAQ 0:00 Intro and Overview 0:22 Learning Objectives 0:42 CRM Analytics Overview 2:34 CRM Analytics Users 4:15 Data Manager 05:31 Demo: Create a Dataset 7:41 Demo: Analytics Studio 11:05 Recap and Next Steps/Outro #Salesforce #ExpertCoaching #CRMAnalytics #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #EinsteinAnalytics #TableauCRM