Salesforce CRM Analytics- Einstein Tableau CRM

Salesforce CRM Analytics: Einstein & Tableau CRM, available at $79.99, has an average rating of 4.32, with 59 lectures, based on 229 reviews, and has 1715 subscribers.

You will learn about Understanding of Salesforce CRM and how to use it for analytics. Utilization of Salesforce Einstein Analytics for data visualization and insights. Salesforce Tableau and its role in analytics. Integration of Tableau with Salesforce CRM for data visualization. Creating and managing dashboards in Salesforce Einstein Analytics and Tableau. Advanced analytics techniques such as data joins, advanced calculations, and data storytelling. Salesforce Einstein Discovery for predictive analytics. Real-world case studies and use cases of Salesforce CRM Analytics with Einstein & Tableau. Datasets, Lens and data recipes This course is ideal for individuals who are Professionals who want to increase their knowledge and skills in Salesforce CRM Analytics or This course is designed for individuals who have a basic understanding of Salesforce and want to learn how to effectively use Einstein Analytics and Tableau for data visualization and analytics. It is particularly useful for Professionals who want to increase their knowledge and skills in Salesforce CRM Analytics or This course is designed for individuals who have a basic understanding of Salesforce and want to learn how to effectively use Einstein Analytics and Tableau for data visualization and analytics.

Enroll now: Salesforce CRM Analytics: Einstein & Tableau CRM

Summary

Title: Salesforce CRM Analytics: Einstein & Tableau CRM

Price: $79.99

Average Rating: 4.32

Number of Lectures: 59

Number of Published Lectures: 59

Number of Curriculum Items: 66

Number of Published Curriculum Objects: 66

Original Price: ?1,999

Quality Status: approved

Status: Live

What You Will Learn

Understanding of Salesforce CRM and how to use it for analytics.

Utilization of Salesforce Einstein Analytics for data visualization and insights.

Salesforce Tableau and its role in analytics.

Integration of Tableau with Salesforce CRM for data visualization.

Creating and managing dashboards in Salesforce Einstein Analytics and Tableau.

Advanced analytics techniques such as data joins, advanced calculations, and data storytelling.

Salesforce Einstein Discovery for predictive analytics.

Real-world case studies and use cases of Salesforce CRM Analytics with Einstein & Tableau.

Datasets, Lens and data recipes

Who Should Attend

Professionals who want to increase their knowledge and skills in Salesforce CRM Analytics

This course is designed for individuals who have a basic understanding of Salesforce and want to learn how to effectively use Einstein Analytics and Tableau for data visualization and analytics.

Target Audiences

Professionals who want to increase their knowledge and skills in Salesforce CRM Analytics

This course is designed for individuals who have a basic understanding of Salesforce and want to learn how to effectively use Einstein Analytics and Tableau for data visualization and analytics.

This course is designed for individuals who want to take their Salesforce CRM skills to the next level. With Salesforce CRM Analytics: Einstein & Tableau CRM, you’ll be able to unlock the full potential of your Salesforce data and drive results for your organization.
The course covers everything from basics of Einstein Analytics and Tableau, to advanced techniques such as data visualization, predictive analytics and best practices. By the end of this course, you’ll have a solid understanding of how to use Einstein Analytics and Tableau with Salesforce CRM to deliver powerful insights and drive business results. Whether you’re a Salesforce Administrator, Business Analyst, or IT Professional, this course will equip you with the skills you need to succeed with Salesforce CRM Analytics.

In this course you will learn:

Introduction to Salesforce CRM and Einstein Analytics

Setting up CRM Analytics in Salesforce

Data Visualization and dashboards in CRM Analytics

Advanced analytics techniques in Einstein Analytics, including predictive modeling and data joining

Datasets, lens, and data recipes.

Creating and managing dashboards in Tableau CRM

Data visualization best practices in CRM Analytics

Advanced data analysis techniques in einstein, including advanced calculations and data storytelling

Real-world case studies and use cases of Salesforce CRM Analytics with Einstein & Tableau

With a focus on hands-on learning, you’ll get to work with real-world examples and use cases to build a deep understanding of the key concepts and techniques.

Whether you’re looking to advance your career, increase your business acumen, or simply learn new skills, this Salesforce CRM Analytics course is the perfect place to start. With a friendly and approachable teaching style and a commitment to student success, you’re sure to get the support and guidance you need to succeed. So if you’re ready to unlock the power of Salesforce CRM data, enroll today and start your journey to success!

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Lecture 2: What is Salesforce CRM analytics?

Lecture 3: Create Salesforce CRM Analytics Developer Org

Chapter 2: Analytics studio

Lecture 1: Exploring Analytics studio

Lecture 2: Model manager

Lecture 3: Analytics Settings

Lecture 4: CRM Analytics Apps

Lecture 5: Create app using template

Lecture 6: Create Custom Blank App

Lecture 7: What’s the Difference Between Analytics Tab and Analytics Studio?

Chapter 3: Datasets

Lecture 1: What is Dataset?

Lecture 2: Create Dataset from Salesforce data

Lecture 3: Data Flow

Lecture 4: Create Dataset from Csv upload

Lecture 5: Create Dataset from External system

Chapter 4: Data Recipe

Lecture 1: What is Data Recipe?

Lecture 2: Creating Data Recipe

Lecture 3: Joining multiple data sets

Lecture 4: Types of Joins

Lecture 5: Appending data

Lecture 6: Filter

Lecture 7: Aggregate

Lecture 8: Data Transformation

Lecture 9: Creating formulas in recipe

Lecture 10: Update node

Chapter 5: Lens

Lecture 1: What is Lens?

Lecture 2: Exploring lens options

Lecture 3: Creating Einstein Prediction Story

Lecture 4: Maps Chart

Lecture 5: Conditional formatting

Lecture 6: Showing trend

Lecture 7: Drill down data in lens

Lecture 8: Scatter Chart

Lecture 9: Add dataset to lens

Lecture 10: Rename fields and values in lens

Lecture 11: Growth% YoY – Compare Table

Lecture 12: Pivot Table

Lecture 13: Query Mode

Lecture 14: What is SAQL?

Lecture 15: Using SAQL

Lecture 16: Group data by using rollup

Lecture 17: Show Total using SAQL

Chapter 6: Get Started with CRM Analytics Dashboards

Lecture 1: Meet CRM Analytics Dashboard

Lecture 2: Dashboard editor

Lecture 3: Creating Dashboard

Lecture 4: Column and Donut charts

Lecture 5: Adding Time and Funnel charts

Lecture 6: Table chart

Lecture 7: Dashboard filters

Lecture 8: Adding Date and Toggle as filters

Chapter 7: Dashboard Pages

Lecture 1: Animation to dashboard with pages

Lecture 2: Updating Existing Data Set

Lecture 3: Creating case dashboard page

Lecture 4: Range Widget

Lecture 5: Navigation widget

Lecture 6: Dark theme

Chapter 8: Dashboard Templates

Lecture 1: Smart templates

Chapter 9: Conclusion

Lecture 1: Conclusion

Chapter 10: Bonus

Lecture 1: Bonus Lecture

Instructors

Yashad Tayal
Salesforce Architect

Rating Distribution

1 stars: 5 votes

2 stars: 3 votes

3 stars: 12 votes

4 stars: 89 votes

5 stars: 120 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!