Get Started with Event Monitoring Analytics
Tableau CRM is now known as CRM Analytics. The new name reflects our mission and vision for innovation on the native Salesforce platform. CRM Analytics continues to deliver an intelligent experience that’s built on the world’s #1 CRM, whether you’re new to the platform or a pro. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it.
Learning Objectives
After completing this unit, you’ll be able to:
- Describe the value that Event Monitoring Analytics offers your business.
- Explain how Event Monitoring Analytics lets you visualize key performance indicators (KPIs) and answer important questions about your users’ behavior.
- Identify the permissions a user needs to create and manage Event Monitoring Analytics apps.
Visualize KPIs and Org Activity at a Glance
You’re the Salesforce admin for DTC Electronics. A month ago, you used Event Monitoring to deduce that departed employee Rob Burgle caused data loss by downloading a confidential report. (Sound familiar? You did this in the Event Monitoring Trailhead module.)
You just received a call from your chief information officer (CIO) who wants you to start reporting weekly on report downloads to spot trends, benchmark performance, and identify problems early. Oh, and did she mention that “reporting weekly” starts tomorrow?
You want to get that information fast. You know that other divisions of the company have adopted the Salesforce line of prebuilt CRM Analytics apps. Event Monitoring offers an app that has many prebuilt dashboards, so you decide to check it out. Maybe Event Monitoring Analytics can come to the rescue and help you and your CIO answer questions like:
- What are the top reports that have been downloaded in the past week?
- Are there report download trends we should be concerned about?
- Who has downloaded the most reports?
- Are there any reports that have performance problems?
A Little More About Event Monitoring Analytics
The Event Monitoring Analytics app makes it easy for you to base your actions on insights drawn from data. Event Monitoring Analytics pulls its data from Salesforce event logs and provides dashboards for both you—the Salesforce admin—and your users. This app helps you drill into your org’s data and swiftly identify suspicious behavior, slow page performance, and poor user adoption.
Salesforce has done a lot of the hard work: We’ve built complex queries and ratios that draw from your event log data and assemble the information into easy-to-read visualizations. You answer questions in a configuration wizard about the data you want to see and for how long, and Event Monitoring Analytics takes care of the rest.
After you schedule the daily dataflow and it runs successfully, you can get a workable set of dashboards when you create the app and then improve from there as needed.
After the app is generated, use its prebuilt datasets and dashboards to explore Event Monitoring data from any device that supports the CRM Analytics Platform. The intuitive visual interface delivers key insights. Drill deeper into the areas you want to focus on, and set email notifications on key performance indicators (KPIs) right from the dashboards.
DTC Electronics has already purchased Event Monitoring, which includes 10 Event Monitoring Analytics app licenses. As the Salesforce admin, you assign yourself the Event Monitoring Analytics admin permission, which allows you to access Event Monitoring Analytics apps and templates, use Analytics templated apps, and edit dataflows. With this user permission, you can create and manage Event Monitoring Analytics apps. Next, grant Event Monitoring Analytics user permissions to dashboard viewers, create the app, and get started.
Event Monitoring is part of the Salesforce Shield platform. Salesforce Shield is a trio of security tools that admins and developers can use to build a new level of trust, transparency, compliance, and governance right into business-critical apps. In addition to Event Monitoring, Salesforce Shield includes Platform Encryption and Field Audit Trail.
Try Prebuilt CRM Analytics Apps with a Developer Edition Org
For this module, you can’t use an existing Developer Edition or Trailhead Playground org. You must sign up for a new CRM Analytics-Enabled Developer Edition account, which comes with a limited version of the licenses for your app and contains sample data for this Trailhead module.
Let’s get you set up so you can log in and start working with your app.
- Go to developer.salesforce.com/promotions/orgs/analytics-de.
- Fill out the form using an active email address. Your username must also look like an email address and be unique, but it doesn’t need to be a valid email account. For example, your username can be yourname@analyticsrocks.de, or you can put in your company name.
3. After you fill out the form, click Sign me up. A confirmation message appears.
4. When you receive the activation email, open it, and click Verify Account.
5. Complete your registration, and set your password and challenge question.
Write down or remember your credentials. To log in and play, just go to login.salesforce.com.
6. Click Save.
You’re now logged in to your new CRM Analytics-Enabled Developer Edition org.
Way to go! You’re ready to create your Event Monitoring Analytics app.
Learn How to Create and Use Event Monitoring Analytics
In the rest of this module, we work with you to create and use your Event Monitoring Analytics app. We do some hand-holding, but you probably don’t need much.
Before jumping into the next unit where you create your Event Monitoring Analytics app, take a few minutes to work your way closer to your badge by answering the challenge questions.
