© The Author(s), under exclusive license to APress Media, LLC, part of Springer Nature 2024
J. YuGetting Started with Salesforce CRM Analyticshttps://doi.org/10.1007/979-8-8688-0479-3_4

4. Dataset

Johan Yu1  
(1)
Singapore, Singapore
 

In Chapter 2, we discussed how to get data into CRM Analytics. From Analytics Studio, you can quickly bring the data into CRM Analytics by creating a new dataset, clicking the Create button, and then selecting Dataset; a wizard will assist you in selecting a source of data, with the option to upload a CSV file, using the Dataset Builder to extract Salesforce data from the external data source, create a recipe to use an existing Dataset or connected data, and trend from a Salesforce report.

In Chapter 3, we learned how ...

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