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ANC201
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For whom?
ANC201 – BUILDING LENSES, DASHBOARDS, AND APPS IN CRM ANALYTICS
(Program update June 2024)
Score : 4.4/5 (2023 average)
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.
Audience
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.
Prerequisites
Please complete the following trailmix before attending our expert-led class Trailmix, Trailhead Academy
IMPORTANT : If you use your personal computer and a configuration is described in the Computer Setup Guide, you must complete it before attending the class
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Objectives
When you complete this course, 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 CRM Analytics dashboards into home pages and Lightning record pages.
- Create mobile layouts for dashboards.
-
Program
- Apps and Assets
- Dashboard design
- Build a Dashboard
- Dashboard Visibility
- Supplemental Materials and Optional Project
-
Advantages
- Build and manage apps in CRM Analytics
- Theoretical explanations paired with hands-on exercises
- Attendee kit provided : Course material / Exercise Book / Training organization available 30 days
- ANC201 is recommended to prepare Salesforce Certified Tableau CRM and Einstein Discovery Consultant. Other courses and self-study materials are recommended for this exam. The complete list of prerequisites is provided by Salesforce in the Exam Guide.
- Registration for an inter-company training session entitles you to a voucher to pass the corresponding certification exam. The voucher, valid for 6 to 12 months, is sent to the trainee on request, at no additional cost. Note that this offer is valid for only one voucher per certification; If you register for multiple courses preparing for the same certification, you will be entitled to only one free voucher.
Note :
• Salesforce certification exam doesn’t take place during the training and it’s up to the delegate to register to the exam via the webassessor
• We don’t recommend passing the Salesforce certification exam directly after attending the course. Additional work must be provided
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Practical informations
- Delivery Format:
- Classroom (Paris)
- Virtual
- Language: English – Materials in English
- User Interface : Lightning Experience
- Duration: 1 day
- Registration deadlines: Registration is possible up to 12 working days before the start of the training if there are still seats available
- Intra-company training: consult us
- Price: 510 € excl. tax
- For inter-company registrations, the voucher to pass the Salesforce certification exam is provided on request, without any additional cost. The voucher is valid from 6 to 12 months. Only 1 voucher per certification is provided for free.
- Training can be supported on the training budget and financed by a collecting organism or OPCO
- Delivery Format:
ANC201 – BUILDING LENSES, DASHBOARDS, AND APPS IN CRM ANALYTICS
(Program update June 2024)
Score : 4.4/5 (2023 average)
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.
Audience
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.
Prerequisites
Please complete the following trailmix before attending our expert-led class Trailmix, Trailhead Academy
IMPORTANT : If you use your personal computer and a configuration is described in the Computer Setup Guide, you must complete it before attending the class
When you complete this course, 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 CRM Analytics dashboards into home pages and Lightning record pages.
- Create mobile layouts for dashboards.
- Apps and Assets
- Dashboard design
- Build a Dashboard
- Dashboard Visibility
- Supplemental Materials and Optional Project
- Build and manage apps in CRM Analytics
- Theoretical explanations paired with hands-on exercises
- Attendee kit provided : Course material / Exercise Book / Training organization available 30 days
- ANC201 is recommended to prepare Salesforce Certified Tableau CRM and Einstein Discovery Consultant. Other courses and self-study materials are recommended for this exam. The complete list of prerequisites is provided by Salesforce in the Exam Guide.
- Registration for an inter-company training session entitles you to a voucher to pass the corresponding certification exam. The voucher, valid for 6 to 12 months, is sent to the trainee on request, at no additional cost. Note that this offer is valid for only one voucher per certification; If you register for multiple courses preparing for the same certification, you will be entitled to only one free voucher.
Note :
• Salesforce certification exam doesn’t take place during the training and it’s up to the delegate to register to the exam via the webassessor
• We don’t recommend passing the Salesforce certification exam directly after attending the course. Additional work must be provided
- Delivery Format:
- Classroom (Paris)
- Virtual
- Language: English – Materials in English
- User Interface : Lightning Experience
- Duration: 1 day
- Registration deadlines: Registration is possible up to 12 working days before the start of the training if there are still seats available
- Intra-company training: consult us
- Price: 510 € excl. tax
- For inter-company registrations, the voucher to pass the Salesforce certification exam is provided on request, without any additional cost. The voucher is valid from 6 to 12 months. Only 1 voucher per certification is provided for free.
- Training can be supported on the training budget and financed by a collecting organism or OPCO
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