Overview
Boost Salesforce CRM Results with Einstein & Tableau: Data Visualization, Analytics Techniques, and Best Practices
Syllabus
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- Introduction to Salesforce CRM Analytics
-- Overview of Salesforce CRM, Einstein Analytics, and Tableau CRM
-- Course objectives and outcomes
-- Setting up your environment
- Basics of Einstein Analytics
-- Navigating the Einstein Analytics interface
-- Creating and managing datasets
-- Building basic dashboards and lenses
- Introduction to Tableau CRM
-- Understanding Tableau CRM functionality
-- Differences and integration between Einstein and Tableau
-- Exploring Tableau CRM interface
- Data Visualization Techniques
-- Choosing the right visualization for your data
-- Designing effective dashboards
-- Best practices for data presentation
- Advanced Analytics with Einstein Analytics
-- Creating complex lenses and dashboards
-- Data binding and JSON customization
-- Transforming data with the Einstein Analytics Dataflow
- Predictive Analytics
-- Introduction to predictive analytics and machine learning
-- Setting up and using Einstein Discovery
-- Case studies and real-world applications
- Best Practices and Use Cases
-- Strategies for successful CRM analytics projects
-- Common pitfalls and how to avoid them
-- Use cases across different industries
- Integration and Automation
-- Integrating Einstein and Tableau with Salesforce CRM
-- Automating reports and dashboards
-- Using APIs for custom integrations
- Hands-on Projects and Case Studies
-- Real-world project development
-- Analyzing business scenarios
-- Creating actionable insights using Salesforce CRM Analytics
- Course Wrap-Up and Review
-- Recap of key concepts and techniques
-- Final project presentations
-- Next steps and resources for continued learning
Taught by
Tags
On-Demand
