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Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

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Complete tutorial to make you expert in Salesforce CRM Analytics

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.

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.

Course Content

  • Introduction to Salesforce CRM Analytics? –> 3 lectures • 13min.
  • Lets Understand Analytics studio –> 3 lectures • 21min.
  • CRM Analytics Apps –> 3 lectures • 24min.
  • Datasets in Salesforce CRM Analytics –> 4 lectures • 57min.
  • Data Recipes in Salesforce CRM Analytics –> 5 lectures • 1hr 11min.
  • Different Joins in Salesforce CRM Analytics –> 4 lectures • 50min.
  • Lens In Salesforce CRM Analytics –> 14 lectures • 1hr 52min.

Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

Requirements

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

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