Salesforce CRM Analytics: Einstein & Tableau CRM

Overview

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.

Syllabus

• 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

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Taught by

Yashad Tayal

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Subjects

Business