Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

• 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

• Introduction to Salesforce CRM Analytics? 12:49

  • 1: What is Salesforce CRM Analytics? Preview 02:30
  • 2: Why do we need CRM Analytics? 04:12
  • 3: Get your Salesforce CRM Analytics Org 06:07

• Lets Understand Analytics studio 21:23

  • 4: Introduction to Analytics Studio 06:57
  • 5: Key assets of Analytics studio 05:36
  • 6: Analytics settings 08:50

• CRM Analytics Apps 24:13

  • 7: Introduction to CRM Analytics apps 04:03
  • 8: Create CRM Analytics Apps using Template 17:17
  • 9: Create CRM Analytics Apps with out using Template 02:53

• Datasets in Salesforce CRM Analytics 57:49

  • 10: Introduction to CRM Analytics Dataset 04:44
  • 11: Use Dataset Builder to bring Salesforce data to Salesforce CRM Analytics 17:09
  • 12: Create Dataset from CSV File in Salesforce CRM Analytics 11:09
  • 13: CSV File Used in previous lecture to load in CRM Analytics 01:00
  • 14: Create Dataset to bring External Data to Salesforce CRM Analytics 23:47

• Data Recipes in Salesforce CRM Analytics 1:10:40

  • 15: Introduction to Data Recipe in Salesforce CRM Analytics? 11:58
  • 16: Appending Data and Filtering Data in Data Recipe 12:36
  • 17: Apply Aggregate node to a Recipe 11:31
  • 18: Transforming Data with Applying Formula 15:27
  • 19: More Details on Transform node to a Recipe 19:08

• Different Joins in Salesforce CRM Analytics 50:22

  • 20: Introduction to join in salesforce CRM Analytics 10:31
  • 21: Add Lookup Join in Salesforce CRM Analytics 18:16
  • 22: Add Inner Join in Salesforce CRM Analytics 14:59
  • 23: Run Recipe to write Output as Dataset 06:36

• Lens In Salesforce CRM Analytics 1:51:46

  • 24: Introduction to Lens in Salesforce CRM Analytics 02:00
  • 25: Create Lens in Salesforce CRM Analytics 16:10
  • 26: Understand different options in Lens 07:44
  • 27: Clone Lens, add Multiple Bar Length, Filter , Query limit in Salesforce CRM 05:37
  • 28: Formatting Lens in Salesforce CRM Analytics 07:47
  • 29: Different Chart Options in Lens 11:30
  • 30: Drill down into the lens data 02:45
  • 31: Scatter plot chart in lens 04:54
  • 32: Add Dataset to Lens to explore data 07:31
  • 33: Show Fields Panel in Lens 06:26
  • 34: Lens using Table Value mode 15:51
  • 35: Calculate with the Compare Table Lens 13:14
  • 36: Pivot Table lens in CRM Analytics 05:32
  • 37: Query mode in CRM Analytics Lens 04:45

• Build your Salesforce CRM Analytics Dashboard 1:33:32

  • 38: Introduction to Dashboard in CRM Analytics 02:51
  • 39: How to Create Dashboard in CRM Analytics 04:21
  • 40: Overview of Dashboard Editor in CRM Analytics 08:03
  • 41: Create your first Dashboard in CRM Analytics 09:39
  • 42: Dashboard Widget Properties in CRM Analytics 13:25
  • 43: Add More Widget in your Dashboard 07:37
  • 44: Add More widget like Container, Text, Number in Dashboard 11:16
  • 45: Adding Filter Widget in CRM Analytics Dashboard 10:56
  • 46: Adding Toggle widget in CRM Analytics Dashboard 05:33
  • 47: Adding Image Widget in CRM Analytics Dashboard 04:53
  • 48: Adding Date Widget in CRM Analytics Dashboard 03:18
  • 49: Adding List Widget in CRM Analytics Dashboard 03:01
  • 50: Adding Range Widget in CRM Analytics Dashboard 04:08
  • 51: Adding More Widgets in CRM Analytics Dashboard 04:31

• Analytics Dashboard Pages 46:00

  • 52: Create Dashboard Pages in CRM Analytics 04:44
  • 53: Updating widget in Page Dashboard 03:07
  • 54: Adding a new Dataset for dashboard Pages In CRM Analytics 05:36
  • 55: Adding Navigation Widget in CRM Analytics Dashboard Pages 08:36
  • 56: Adding Different chart widget in Dashboard Pages 18:41
  • 57: Sharing Dashboard with other users in CRM Analytics 05:16

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 designed from basic to advance level

• With little knowledge of salesforce you can be expert in salesforce Einstein analytics

Basic Knowledge of Salesforce

After complete of this course - you can easily design and develop CRM analytics dashboard and efficiently can use SAQL to create CRM Analytics dashboards.

Currently there are no Q&As for this course. Be the first to ask a question.

Reed Courses Certificate of Completion

Digital certificate - Included