精通 Salesforce
CRM Analytics.
从第一个数据集到部署可解释的预测——通过六个实操模块学习整个平台，包含真实的 SAQL 和可复制的示例。
- 18
- 课程
- 42m
- 视频
- 100%
- 免费开放
课程体系
两个模块，一条清晰路径
从上往下逐步学习——两个模块共同覆盖完整流程，从原始数据到部署的预测。
CRM Analytics Foundations
什么是 CRM Analytics、数据如何变成安全的数据集，以及平台的构建块。
- Welcome + Your Free Dev Org
- What Is CRM Analytics?
- Architecture & Data Flow
- The Data Layer
- The Design Layer
- The Intelligence Layer
- Hands-On Tour
- Six Steps to Adoption
- Interview Questions
- Graded Quiz
Setup & User Provisioning
Set up CRM Analytics the right way: provision users, assign licenses and permission sets, and configure the integration and security users.
- Provisioning Users
- Licenses & Permission Sets
- The Integration User
- The Security User
- Analytics Settings
- Assigning Access
- Graded Quiz
- Interview Questions
Creating Datasets
Get data into CRM Analytics and shape it: upload CSVs, build datasets with Dataset Builder and recipes, master grain and lookups, and combine sources into a final dataset.
- What Is a Dataset?
- The Data Landscape
- Upload a CSV
- Grain, Lookups & Joins
- Dataset Builder
- Run the Dataflow
- Build with a Recipe
- Combine Datasets
- Interview Questions
- Graded Quiz
Lenses & Explorations
Explore a dataset without building a dashboard: work the lens/Explorer mode, switch between chart, table, and SAQL, and edit dataset field metadata so every chart inherits the right labels, colors, and formats.
- What Is a Lens?
- Analytics Tab & Apps
- Explorer Mode Basics
- Chart, Table & SAQL
- Editing Fields
- Conversational Analytics
- Graded Quiz
- Interview Questions
Designing Dashboards
Craft dashboards people actually use: conditional formatting, date toggles and faceting, image-rich tables, custom tooltips and chart markers, KPI micro charts, and links that carry filters between dashboards.
- Designing Dashboards
- Conditional Formatting
- Date Toggles & Faceting
- Tables, Images & Themes
- Tooltips & Chart Markers
- KPI Micro Charts
- Linking Dashboards
- Graded Quiz
- Interview Questions
Collaboration
Drive adoption with what the license already gives you: sharing, threshold notifications, annotations, exports, self-service exploration, saved views, subscriptions and watchlists, and in-widget onboarding videos.
- Why Collaboration Matters
- Sharing a Dashboard
- Notifications & Annotations
- Downloading Data
- Self-Service Explore
- Views
- Subscriptions & Watchlists
- Onboarding & Learn
- Graded Quiz
- Interview Questions
整体如何衔接
从原始数据到决策
汇聚你的所有数据
连接 Salesforce、Snowflake 和文件，按计划同步，并用可视化配方将一切整形为干净的数据集。
即时探索与可视化
编写 SAQL 或点击构建透镜，然后用绑定、联动和下钻组装快速的交互式仪表板。
预测接下来会发生什么
训练可解释的 Einstein Discovery 模型，并在团队工作的地方呈现预测与建议。
适合谁
为团队的每个角色而设计
分析师
从拖拽式报表，进阶到构建可扩展的数据集、SAQL 和仪表板。
管理员
搭建平台、管理安全谓词，并安全地推广分析。
顾问
设计端到端解决方案，自信地备考认证。
初学者
从 CRM 基础开始——无需任何分析经验。
常见问题
为你解答
真的免费吗？
是的——每节课都免费且开源，无需注册。
需要 Salesforce 组织吗？
一个免费的 Developer Edition 组织足以跟随所有课程。
需要编程经验吗？
不需要。我们从 CRM 基础开始，循序渐进地引入 SAQL。
这能帮助我考取认证吗？
课程对齐 CRM Analytics 与 Einstein Discovery 顾问考试的主题。