Salesforce Einstein (CRM) Analytics is a cloud-based business intelligence and visualization platform that is designed to give an in-depth knowledge of extracting information from existing data. It helps the professionals in visualizing data for both web browsers and mobile apps. In the successful completion of this course, you will also become an expert in providing predictions and recommendations by analyzing Salesforce data and external data.
Course Objectives:
After completing this module, you'll be able to:
- Describe the key topics of Salesforce Einstein Analytics and Discovery.
- Understanding of mobile and desktop dashboard/user experience (UX) design and aesthetics.
- Competency in the creation of ETL processes
- Master Data Management
- Build interactive Tableau CRM dashboards.
- Learn how to use Tableau CRM's conversational queries, comparison tables, SAQL editor, and more to uncover data insights.
- Getting Data into Einstein Analytics
- Competency in configuring, managing, and securing Einstein Analytics.
Course content
Introduction
- Overview
- Concepts and terminologies
- Org Creation
- Platform setup
- Understanding User Type
- Understanding Permission sets
Getting started with Einstein Analytics
- Preparing Data
- Creating first Dataset and lenses
- Creating the first Dashboard
- Creating an App
Dive Deep
- Quota
- Understanding dataflow
- Faceting
- Knowing your Dashboard
Discovery & Planning
- Discovery Meeting
- Getting Logged In
- Planning the Development
Setting UP Users & Apps
- Overview of Wave Analytics Editions, Licenses, and Permissions
- Creating Wave Analytics Permission Sets
- Assigning Permission Set Licenses and Permission Sets
- Creating and Sharing Wave Analytics Apps
Connecting Data
- Overview of Connecting Data
- Data Mapping
- Overview of the Dataflow Process
- Designing a Dataflow
- Loading External CSV Data into a Dataset
Building and Running a Dataflow
- Combining Multiple Datasets in a Dataflow Using Transformations
- Running, Monitoring, and Scheduling a Dataflow
Security- Controlling Access to Data
- Overview of Security in Wave Analytics
- Determining Security Requirements
- Overview of Using Predicate Filters with Salesforce Data
- Implementing Ownership-Based Row-Level Security
- Implementing Role-Based Row-Level Security
- Implementing Team-Based Row-Level Security
- Implementing Row-Level Security with External Data
- Overriding Security for Implementation and Testing
Building Dashboards with Templates and Mobile Layouts
- Overview of JSON for Dashboards
- Updating the Dashboard JSON File from the lens
- How the Widgets Section of Dashboard JSON Works?
- Building a Dashboard Using an Existing Layout
- Wave Analytics Dashboard Templates
- Translating Browser Dashboards to a Mobile Device
- Creating Mobile Dashboard Layouts in the Dashboard JSON
Sales Dashboard
- Create a dashboard for Sales
- Understand Step and Static step
- Bindings in Einstein
Service Dashboard
- Create a Service Dashboard
- Understanding filters
- Broadcast faceting
- Custom Actions in Einstein
Security and sharing
- Sharing Mechanism
- Mass sharing
- Row level access and security predicates
Data Recipe
- Understanding Data recipes
- Scheduling Recipes
- Exporting data from Einstein
Embedding Dashboards
- Overview and importance
- Embedding with Classic
- Sharing with communities
Advance Technologies
- SAQL
- XMD
- Dashboard JSON
Mobile App
- Access insights from mobile
- Mobile exploration
- Analytics mobile Features
To see the full course content Download now
Course Prerequisites
- There is no special knowledge required to enroll in this training. Our instructors cover every aspect of Tableau CRM from the introductory level.
- A basic level knowledge of salesforce would be good
Who can attend
This course is intended for:
- This program is intended for anyone who desires to leverage Tableau CRM’s potential to create applications that aid in the comprehension, exploration, and knowledge of your organizations’ data.
- Salesforce Admin
- Salesforce Developers
- Salesforce Analysts
Number of Hours: 30hrs
Certification
- CRM Analytics and Einstein Discovery Consultant
- Building Lenses, Dashboards, and Apps in CRM Analytics (ANC201)
- Implement and Manage CRM Analytics (ANC301)
Key features
- One to One Training
- Online Training
- Fastrack & Normal Track
- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Virtual Live Experience
- Preparing for Certification
FAQs
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- One to One Training
- Online Training
- Fastrack & Normal Track
- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Materials
- Preparing for Certification
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