Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

Overview

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.

Syllabus

• Introduction to Salesforce CRM Analytics
Overview of Salesforce CRM Analytics
Key Features and Benefits
Understanding Salesforce Ecosystem and Role of Analytics
• Getting Started with Tableau CRM
Navigating the Tableau CRM Interface
Connecting Data Sources
Understanding Security and Access Controls
• Data Integration and Preparation
Extracting, Transforming, and Loading Data
Dataflow Creation and Management
Dataset Building and Management
• Designing Dashboards
Principles of Effective Dashboard Design
Creating Lenses and Visualizations
Interactive Dashboards and Filters
• Advanced Analytics Techniques
Using SAQL (Salesforce Analytics Query Language)
Predictive Analysis with Einstein Discovery
Incorporating Machine Learning Models
• Customizing and Extending Analytics
Custom Widgets and Components
Advanced JSON Customizations
Integration with External Applications
• Deploying and Sharing Analytics
Embedding Dashboards in Salesforce
Sharing and Collaboration Features
Mobile Access to Analytics
• Best Practices and Use Cases
Industry-Specific Analytics Solutions
Success Stories and Case Studies
Common Pitfalls and How to Avoid Them
• Capstone Project
Real-World Business Case Analysis
Designing and Presenting a Comprehensive Analytics Solution
Peer Review and Feedback
• Conclusion and Next Steps
Overview of Salesforce Certifications Paths
Resources for Further Learning and Development

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Taught by

Debasis Jena

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Subjects

Business