Salesforce CRM Analytics Einstein Tableau CRM
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
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!
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.
Udemy | English | 4h 1m | 1.95 GB
Created by: Yashad Tayal