What you'll 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
Salesforce CRMAnalytics/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 CRMAnalytics 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 CRMAnalytics tutorial is designed to cover from scratch like how to get Free Account for CRMAnalytics license, completing the setup, creating multiple datasets and dashboards. Also details discussion on Security in CRMAnalytics. You can see multiple SAQLimplementation and many more.
This course covers
Introduction about Salesforce CRManalytics 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 CRMAnalytics 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 CRMAnalytics.
Building analytics dashboards with multiple options
adding animation on your dasboard
and many more
This course is designed from very basic to advance level to make you expert in salesforce CRMAnalytics/Einstein Analytics/Tableau CRM
