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Salesforce CRM Analytics Training

$15/hr Starting at $150

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

  • SAQL 
  • XMD 
  • Dashboard JSON


10. Mobile App

  • Access insights from mobile
  • Mobile exploration
  • Analytics Mobile Features

About

$15/hr Ongoing

Download Resume

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

  • SAQL 
  • XMD 
  • Dashboard JSON


10. Mobile App

  • Access insights from mobile
  • Mobile exploration
  • Analytics Mobile Features

Skills & Expertise

AnalyticsBindingsCRMCrm AnalyticsDashboardsDataflowDatasetEinstein AnalyticsIT TrainingRecipeSalesforceSalesforce Crm AnalyticsSalesforce Einstein AnalyticsSecurity PredicatesTableau CrmTrainingVisualizations

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