Salesforce CRM Analytics (Tableau CRMEinstein Analytics)

Salesforce CRM Analytics (Tableau CRM/Einstein Analytics), available at $64.99, has an average rating of 4.52, with 83 lectures, based on 327 reviews, and has 2111 subscribers.

You will learn about 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 This course is ideal for individuals who are salesforce or salesforce admin or salesforce developer or salesforce business analyst or BI professionals or Salesforce Users It is particularly useful for salesforce or salesforce admin or salesforce developer or salesforce business analyst or BI professionals or Salesforce Users.

Enroll now: Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

Summary

Title: Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

Price: $64.99

Average Rating: 4.52

Number of Lectures: 83

Number of Published Lectures: 83

Number of Curriculum Items: 83

Number of Published Curriculum Objects: 83

Original Price: $49.99

Quality Status: approved

Status: Live

What You Will 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

Who Should Attend

salesforce

salesforce admin

salesforce developer

salesforce business analyst

BI professionals

Salesforce Users

Target Audiences

salesforce

salesforce admin

salesforce developer

salesforce business analyst

BI professionals

Salesforce Users

Salesforce CRM Analytics/Einstein Analytics/Tableau CRM  is a cloud-based business intelligence and visualization platform from Salesforce, designed to give you insights from your existing data.

It also provides predictions and recommendations by analyzing your Salesforce data and external data.

The data visualization is optimized for both web browser and mobile app.  Salesforce CRM Analytics provide instant answers to key business questions, allowing users to get smarter about their customers.

Einstein Analytics can be embedded into your Sales Cloud or Service Cloud to empower your Salesforce users to explore dashboards and analyze data without the need to switch platforms.

This Salesforce CRM Analytics tutorial is designed to cover from scratch like how to get Free Account for CRM Analytics license, completing the setup, creating multiple datasets and dashboards. Also details discussion on Security in CRM Analytics. You can see multiple SAQL implementation and many more.   

This course covers

Introduction about Salesforce CRM analytics with its use case and advanatages

How can you crate your Own Analytics app easily from scratch

various ways to get the data from different sources to CRM Analytics platform

Easy way to crate your Dataset, data recipes  and use of dataflow.

Exploring lenses to showcase the data

how can you build powerful and beautiful dashboard by using the dashboard editor

How can you do the mastery in SAQL

Applying security in Salesforce CRM Analytics.

Building analytics dashboards with multiple options

and many more

This course is designed from very basic to advance level to make you expert in salesforce CRM Analytics/Einstein Analytics/Tableau CRM

Course Curriculum

Chapter 1: Introduction to Salesforce CRM Analytics?

Lecture 1: What is Salesforce CRM Analytics?

Lecture 2: Why do we need CRM Analytics?

Lecture 3: Get your Salesforce CRM Analytics Org

Chapter 2: Access Complete Note and PPT used in Course

Lecture 1: Access Course PPT

Chapter 3: Lets Understand Analytics studio, its key assets and settings

Lecture 1: Introduction to Analytics Studio

Lecture 2: Key assets of Analytics studio

Lecture 3: Analytics settings

Chapter 4: CRM Analytics Apps

Lecture 1: Introduction to CRM Analytics apps

Lecture 2: Create CRM Analytics Apps using Template

Lecture 3: Create CRM Analytics Apps with out using Template

Chapter 5: Datasets in Salesforce CRM Analytics

Lecture 1: Introduction to CRM Analytics Dataset

Lecture 2: Use Dataset Builder to bring Salesforce data to Salesforce CRM Analytics

Lecture 3: Create Dataset from CSV File in Salesforce CRM Analytics

Lecture 4: CSV File Used in previous lecture to load in CRM Analytics

Lecture 5: Create Dataset to bring External Data to Salesforce CRM Analytics

Chapter 6: Data Recipes in Salesforce CRM Analytics

Lecture 1: Introduction to Data Recipe in Salesforce CRM Analytics?

Lecture 2: Appending Data and Filtering Data in Data Recipe

Lecture 3: Apply Aggregate node to a Recipe

Lecture 4: Transforming Data with Applying Formula

Lecture 5: More Details on Transform node to a Recipe

Chapter 7: Different Joins in Salesforce CRM Analytics

Lecture 1: Introduction to join in salesforce CRM Analytics

Lecture 2: Add Lookup Join in Salesforce CRM Analytics

Lecture 3: Add Inner Join in Salesforce CRM Analytics

Lecture 4: Run Recipe to write Output as Dataset

Chapter 8: Lens In Salesforce CRM Analytics

Lecture 1: Introduction to Lens in Salesforce CRM Analytics

Lecture 2: Create Lens in Salesforce CRM Analytics

Lecture 3: Understand different options in Lens

Lecture 4: Clone Lens, add Multiple Bar Length, Filter , Query limit in Salesforce CRM

Lecture 5: Formatting Lens in Salesforce CRM Analytics

Lecture 6: Different Chart Options in Lens

Lecture 7: Drill down into the lens data

Lecture 8: Scatter plot chart in lens

Lecture 9: Add Dataset to Lens to explore data

Lecture 10: Show Fields Panel in Lens

Lecture 11: Lens using Table Value mode

Lecture 12: Calculate with the Compare Table Lens

Lecture 13: Pivot Table lens in CRM Analytics

Lecture 14: Query mode in CRM Analytics Lens

Chapter 9: Build your Salesforce CRM Analytics Dashboard

Lecture 1: Introduction to Dashboard in CRM Analytics

Lecture 2: How to Create Dashboard in CRM Analytics

Lecture 3: Overview of Dashboard Editor in CRM Analytics

Lecture 4: Create your first Dashboard in CRM Analytics

Lecture 5: Dashboard Widget Properties in CRM Analytics

Lecture 6: Add More Widget in your Dashboard

Lecture 7: Add More widget like Container, Text, Number in Dashboard

Lecture 8: Adding Filter Widget in CRM Analytics Dashboard

Lecture 9: Adding Toggle widget in CRM Analytics Dashboard

Lecture 10: Adding Image Widget in CRM Analytics Dashboard

Lecture 11: Adding Date Widget in CRM Analytics Dashboard

Lecture 12: Adding List Widget in CRM Analytics Dashboard

Lecture 13: Adding Range Widget in CRM Analytics Dashboard

Lecture 14: Adding More Widgets in CRM Analytics Dashboard

Chapter 10: Analytics Dashboard Pages

Lecture 1: Create Dashboard Pages in CRM Analytics

Lecture 2: Updating widget in Page Dashboard

Lecture 3: Adding a new Dataset for dashboard Pages In CRM Analytics

Lecture 4: Adding Navigation Widget in CRM Analytics Dashboard Pages

Lecture 5: Adding Different chart widget in Dashboard Pages

Lecture 6: Sharing Dashboard with other users in CRM Analytics

Chapter 11: More Dashboard with Adding Animation

Lecture 1: Lets Build a new Dashboard with Multiple Dashboard Pages

Lecture 2: Add Stacked Column chart in CRM Analytics dashboard

Lecture 3: Formatting Chart in Dashboard Pages

Lecture 4: Adding a Donut chart in CRM analytics Dashboard Page

Lecture 5: Adding a Heat Map and Combo Chart in CRM Analytics Dashboard Page

Lecture 6: Linking Pages in CRM Analytics Dashboard

Lecture 7: Adding a new page in Dashboard to breakdown a particular chart

Lecture 8: Adding Link widget to navigate from one chart to breakdown page in CRM Analytics

Lecture 9: Add One more Dashboard Page to breakdown chart in CRM Analytics

Chapter 12: CRM Analytics Dashboard Using Template

Lecture 1: Create CRM Analytics Dashboard Using Smart Template

Lecture 2: Create Dashboard Using Traditional Template

Chapter 13: CRM Analytics App using Template

Lecture 1: Create Application Using Sales Analytics Template

Lecture 2: Lets Check Sales Analytics Application component in CRM Analytics

Lecture 3: Create Application Using Service Analytics Template

Lecture 4: Lets Check Service Analytics Application component in CRM Analytics

Chapter 14: Learn SAQL to use in your CRM Analytics

Lecture 1: What Is SAQL in Salesforce CRM Analytics?

Lecture 2: Lets Understand SAQL Statements and its syntax

Lecture 3: Use of Various Keywords like Load, group by, for each , limit in SAQL statements

Lecture 4: Use Of Order By in SAQL Statements

Lecture 5: Adding multiple grouping and multiple order by in SAQL Statements

Lecture 6: Use of Filter in SAQL statements

Lecture 7: Use of Filter and Group by together in SAQL statements

Lecture 8: Use of rollup in SAQL Statements

Lecture 9: How to make total of grouped data in SAQL statements

Chapter 15: Complete PPT used in Course

Lecture 1: Access Course PPT

Instructors

Debasis Jena
?Salesforce Application Architect and e-learning Author

Rating Distribution

1 stars: 8 votes

2 stars: 11 votes

3 stars: 35 votes

4 stars: 85 votes

5 stars: 188 votes

Frequently Asked Questions

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