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

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