Salesforce Crm Analytics: Einstein & Tableau Crm

Boost Salesforce CRM Results with Einstein & Tableau: Data Visualization, Analytics Techniques, and Best Practices

What you'll 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

Requirements

None

Description

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 AnalyticsSetting up CRM Analytics in SalesforceData Visualization and dashboards in CRM AnalyticsAdvanced analytics techniques in Einstein Analytics, including predictive modeling and data joiningDatasets, lens, and data recipes.Creating and managing dashboards in Tableau CRMData visualization best practices in CRM AnalyticsAdvanced data analysis techniques in einstein, including advanced calculations and data storytellingReal-world case studies and use cases of Salesforce CRM Analytics with Einstein & TableauWith 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!

Overview

Section 1: Introduction

Lecture 1 Introduction

Lecture 2 What is Salesforce CRM analytics?

Lecture 3 Create Salesforce CRM Analytics Developer Org

Section 2: Analytics studio

Lecture 4 Exploring Analytics studio

Lecture 5 Model manager

Lecture 6 Analytics Settings

Lecture 7 CRM Analytics Apps

Lecture 8 Create app using template

Lecture 9 Create Custom Blank App

Section 3: Datasets

Lecture 10 What is Dataset?

Lecture 11 Create Dataset from Salesforce data

Lecture 12 Data Flow

Lecture 13 Create Dataset from Csv upload

Lecture 14 Create Dataset from External system

Section 4: Data Recipe

Lecture 15 What is Data Recipe?

Lecture 16 Creating Data Recipe

Lecture 17 Joining multiple data sets

Lecture 18 Types of Joins

Lecture 19 Appending data

Lecture 20 Filter

Lecture 21 Aggregate

Lecture 22 Data Transformation

Lecture 23 Creating formulas in recipe

Lecture 24 Update node

Section 5: Lens

Lecture 25 What is Lens?

Lecture 26 Exploring lens options

Lecture 27 Creating Einstein Prediction Story

Lecture 28 Maps Chart

Lecture 29 Conditional formatting

Lecture 30 Showing trend

Lecture 31 Drill down data in lens

Lecture 32 Scatter Chart

Lecture 33 Add dataset to lens

Lecture 34 Rename fields and values in lens

Lecture 35 Growth% YoY - Compare Table

Lecture 36 Pivot Table

Lecture 37 Query Mode

Lecture 38 What is SAQL?

Lecture 39 Using SAQL

Lecture 40 Group data by using rollup

Lecture 41 Show Total using SAQL

Section 6: Get Started with CRM Analytics Dashboards

Lecture 42 Meet CRM Analytics Dashboard

Lecture 43 Dashboard editor

Lecture 44 Creating Dashboard

Lecture 45 Column and Donut charts

Lecture 46 Adding Time and Funnel charts

Lecture 47 Table chart

Lecture 48 Dashboard filters

Lecture 49 Adding Date and Toggle as filters

Section 7: Dashboard Pages

Lecture 50 Animation to dashboard with pages

Lecture 51 Updating Existing Data Set

Lecture 52 Creating case dashboard page

Lecture 53 Range Widget

Lecture 54 Navigation widget

Lecture 55 Dark theme

Section 8: Dashboard Templates

Lecture 56 Smart templates

Section 9: Conclusion

Lecture 57 Conclusion

Section 10: Bonus

Lecture 58 Bonus Lecture

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.