Salesforce Einstein Analytics (Tableau CRM)

To become a certified Tableau CRM specialist, you must complete this Salesforce Einstein Analytics (Tableau CRM) course, which covers the essential skills and best practices. Taking into account Salesforce’s best practices and additional knowledge our trainers have gained from real-world use cases, you will start designing, configuring, and developing the tool from the bottom up. With our adaptable online courses, you can learn Einstein Analytics at your own speed.

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Overview

With our instructor-led, practical Salesforce Einstein Analytics course, you can advance your Tableau CRM (Einstein Analytics) profession quickly. All features of Tableau CRM, including Einstein Discovery and Prediction Builder, are thoroughly demonstrated in this training course. With over 22 hours of live sessions, you will learn all the skills and best practices at your own pace—from integrating and preparing data to creating dashboards with sophisticated interactivity. Anyone planning to adopt analytics or getting ready for a certification exam should take the Salesforce Einstein Analytics (Tableau CRM) online course. In order to help students land a job, our highly regarded instructors also help them with mock interviews and profile creation.

Who should attend this Salesforce Einstein Analytics Course?

This class is designed for anyone who wants to take advantage of Tableau CRM’s capabilities to develop apps that facilitate the understanding, investigation, and knowledge of the data within your organization.

What will you learn in this Salesforce Einstein Analytics Course?

  • 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.

Our Package

Course Curriculm

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

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

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

Upcoming Batch

April 20th (Weekends)

FRI & SAT (4 Weeks)

08:30 PM to 01:00 AM (CDT)

April 18th (Weekdays)

MON – FRI (18 Days)

10:00 AM to 12:00 PM (CDT)

Salesforce Einstein Analytics (Tableau CRM) FAQs

Q. What are the prerequisite of Salesforce Einstein Analytics (Tableau CRM) course?
Ans.

There is no special knowledge required to enroll in this training. Our instructors cover every aspect of Tableau CRM from the introductory level.

Q. What are the system requirements for this course?
Ans.

You need good internet connectivity with a mobile/tab/laptop/system installed with Zoom/Meet

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