This Salesforce CRM Analytics & Einstein Discovery Consultant training course teaches attendees how to design, build, and support apps, datasets, dashboards, and stories in Einstein Analytics and Discovery. Students also learn the data ingestion process, security and access implementations, and dashboard creation. You’ll learn about data ingestion, dashboard creation, and implementing security within Tableau CRM and Einstein Discovery. Our focused curriculum is designed to arm you with the skills needed to design, build, and support analytical solutions.

Course Objectives:

In this course, you will learn to:

• Security & Access
• Extending Custom Objects & Applications
• Auditing & Monitoring
• Sales Cloud Applications
• Service Cloud Applications
• Data Management
• Content Management
• Change Management
• Analytics, Reports & Dashboards
• Process Automation

Course content

Admin/Configuration

• Given business and access requirements, enable CRM Analytics along with its features, encompassing permission sets and licenses.
• Given a scenario, use CRM Analytics to design a solution that accommodates data sync/dataflows/recipes limits.
• Given a situation, demonstrate knowledge of what can be accomplished with the CRM Analytics API.
• Given business requirements, migrate between different environments for deployment.

Data Layer

• Given data sources, use Data Manager to extract and load the data into the CRM Analytics application to create datasets.
• Given business needs and consolidated data, implement refreshes for data syncs and dataflows/recipes while keeping limits and considerations in mind.
• Given business/user requirements, perform data transformations in dataflows/recipes.
• Given user requirements or ease of use strategies, manage dataset extended metadata (XMD) by editing labels, values, and colors.
• Implement delivery management strategies in dataflows/recipes including versioning and conversion.

Security

• Given governance and CRM Analytics asset security requirements, implement necessary security settings for users, groups, and profiles.
• Given row-based security requirements, implement the appropriate dataset security settings by using sharing inheritance and security predicates.
• Implement app sharing based on user and group requirements.

Analytics Dashboard Design

• Given business requirements, scope, validate, and prioritize dashboard design requirements.
• Create appropriate dashboards to meet business requirements following CRM Analytics best practices and UX design principles.
• Identify the appropriate use and configuration of a standard CRM Analytics templated app to meet business requirements.

Analytics Dashboard Implementation

• Given business requirements, configure dashboards using accurate query types and widget level parameters.
• Given business requirements, develop selection/result interactions with different types of queries.
• Given business requirements, use advanced functionality such as windowing and time series analysis within compare tables.
• Given business requirements, make dashboards actionable and accessible in Lightning pages.
• Given a scenario, monitor and optimize query performance using Dashboard Inspector.
• Implement delivery management strategies using versioning and/or Dashboard Publisher.

Einstein Discovery

• Build a model by assessing data and selecting one of the three types of predictions (numeric, binary, multi-classification).
• Given business requirements, analyze the model results and propose data improvements to the customer.
• Given derived results and insights from the model, adjust data parameters and add/remove data or columns to improve the model.
• Enable prediction features on Lightning record pages across Salesforce and CRM Analytics.
• Monitor and interpret a Model Card to improve or maintain model performance.

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