Salesforce Building Lenses, Dashboards, and Apps in CRM Analytics (ANC201)

Price
$600.00 USD

Duration
1 Day

 

Delivery Methods
Virtual Instructor Led
Private Group

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.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Course Prerequisites

Prepare for your course by completing this prework before your session starts: https://trailhead.salesforce.com/users/auser1343/trailmixes/building-lenses-dashboards-and-apps-in-crm-analytics

Agenda

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
 

Upcoming Class Dates and Times

Jan 6
8:30 AM - 5:00 PM
ENROLL $600.00 USD
Feb 3
8:30 AM - 5:00 PM
ENROLL $600.00 USD
Feb 17
8:30 AM - 5:00 PM
ENROLL $600.00 USD
Feb 24
8:30 AM - 5:00 PM
ENROLL $600.00 USD
 



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