Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

Complete tutorial to make you expert in Salesforce CRM Analytics

Created by: Debasis Jena
​Salesforce Application Architect and e-learning Author

What Will I Learn?

• Introduction to Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
• Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Integration with Salesforce
• Why Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
• Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Environment and Licenses
• Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)Permissions
• Navigating Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
• Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Components
• Understanding Data Manager
• Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
• Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from CSV
• Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from Local Salesforce data
• Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from External Salesforce Data
• Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from remote data
• Dataflow and Recipe
• Dataflow User Interface
• Dataset Builder
• Dataflow Transformation
• sfdcDigest,digest,edgemart,append,augment,computeExpression,computeRelative,dim2mea,flatten,filter,slideDataset,update,sfdcRegister,export
• Creating a Dataflow from Scratch
• Backup and Restore Dataflow
• Create Dataset with Recipe
• Dataset Properties
• Extended Metadata File for Dataset
• Replace and Restore Dataset
• Configure Action for Dataset
• Lens
• Einstein Analytics App
• Exploring Dataset
• Explore with Conversational
• Clip Lens to Designer
• Sharing and Downloading Lens
• Building the Dashboard
• Dashboard Permission and layouts
• Dashboard Templates
• Dashboard Widgets
• Dashboard Inspector
• Notifications and Annotations
• Applying Security in Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
• Dataflow Nodes
• SAQL

Requirements

• This course designed from basic to advance level
• With little knowledge of salesforce you can be expert in salesforce Einstein analytics

Target audience

• salesforce
• salesforce admin
• salesforce developer
• salesforce business analyst
• BI professionals
• Salesforce Users