Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
What you'll learn
- Introduction to Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
- Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Integration with Salesforce
- Why Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
- Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Environment and Licenses
- Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)Permissions
- Navigating Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
- Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Components
- Understanding Data Manager
- Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
- Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from CSV
- Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from Local Salesforce data
- Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from External Salesforce Data
- Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from remote data
- Dataflow and Recipe
- Dataflow User Interface
- Dataset Builder
- Dataflow Transformation
- sfdcDigest,digest,edgemart,append,augment,computeExpression,computeRelative,dim2mea,flatten,filter,slideDataset,update,sfdcRegister,export
- Creating a Dataflow from Scratch
- Backup and Restore Dataflow
- Create Dataset with Recipe
- Dataset Properties
- Extended Metadata File for Dataset
- Replace and Restore Dataset
- Configure Action for Dataset
- Lens
- Einstein Analytics App
- Exploring Dataset
- Explore with Conversational
- Clip Lens to Designer
- Sharing and Downloading Lens
- Building the Dashboard
- Dashboard Permission and layouts
- Dashboard Templates
- Dashboard Widgets
- Dashboard Inspector
- Notifications and Annotations
- Applying Security in Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
- Dataflow Nodes
- SAQL
Requirements
- This course designed from basic to advance level
- With little knowledge of salesforce you can be expert in salesforce Einstein analytics
Description
Salesforce CRM Analytics/Einstein Analytics/Tableau CRM is a cloud-based business intelligence and visualization platform from Salesforce, designed to give you insights from your existing data.
It also provides predictions and recommendations by analyzing your Salesforce data and external data.
The data visualization is optimized for both web browser and mobile app. Salesforce CRM Analytics provide instant answers to key business questions, allowing users to get smarter about their customers.
Einstein Analytics can be embedded into your Sales Cloud or Service Cloud to empower your Salesforce users to explore dashboards and analyze data without the need to switch platforms.
This Salesforce CRM Analytics tutorial is designed to cover from scratch like how to get Free Account for CRM Analytics license, completing the setup, creating multiple datasets and dashboards. Also details discussion on Security in CRM Analytics. You can see multiple SAQL implementation and many more.
This course covers
Introduction about Salesforce CRM analytics with its use case and advanatages
How can you crate your Own Analytics app easily from scratch
various ways to get the data from different sources to CRM Analytics platform
Easy way to crate your Dataset, data recipes and use of dataflow.
Exploring lenses to showcase the data
how can you build powerful and beautiful dashboard by using the dashboard editor
How can you do the mastery in SAQL
Applying security in Salesforce CRM Analytics.
and many more ....
This course is designed from very basic to advance level to make you expert in salesforce CRM Analytics/Einstein Analytics/Tableau CRM
Who this course is for:
- salesforce
- salesforce admin
- salesforce developer
- salesforce business analyst
- BI professionals
- Salesforce Users
Instructor
![Debasis Jena](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.1 Instructor Rating
- 3,435 Reviews
- 18,608 Students
- 18 Courses
Professionally salesforce Architect and part time trainer with 10+ years of experience. Implemented various complex project with reputed MNC and trained more than 15000+ students who are well settled in various organization. Area of training are Salesforce Admin, Salesforce Development, Salesforce Integration, Salesforce Lightning, Salesforce sales and service cloud, Salesforce lightning web component, Einstein Analytics and many more.
Delivers each session in different ways with all real time examples and scenarios.
Also you can connect with our student group - 'Debasis Jena Salesforce Student group'