Salesforce CRM Analytics Syllabus :
(Formerly known as Einstein Analytics / Tableau CRM)
1. Introduction
- Overview
- Concepts and terminologies
- Org Creation
- Platform setup
- Understanding User Type
- Understanding Permission sets
2. Getting started with einstein Analytics
- Preparing Data
- Creating first Dataset and lenses
- Creating the first Dashboard
- Creating an App
3. Dive Deep
- Understanding dataflow
- Faceting
- Knowing your Dashboard
4. Sales Dashboard
- Create a dashboard for Sales
- Understand Step/Query and Static Step/Query
- Bindings in Einstein
5. Service Dashboard
- Create a Service Dashboard
- Understanding filters
- Broadcast faceting
- Custom Actions in Einstein
6. Security and sharing
- Sharing Mechanism
- Row level access and security predicates
7. Data Recipe
- Understanding Data recipes
- Scheduling Recipes
- Exporting data from Einstein
8. Embedding Dashboards
- Overview and Importance
- Embedding on Record Pages
- Sharing with communities
9. Advance Technologies
10. Mobile App
- Access insights from mobile
- Mobile exploration
- Analytics Mobile Features