Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) | Udemy
English | Size: 1.55 GB
Genre: eLearning
Complete tutorial to make you expert in Salesforce CRM Analytics

What you’ll learn
Introduction to Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Integration with Salesforce
Why Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Environment and Licenses
Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)Permissions
Navigating Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Components
Understanding Data Manager
Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from CSV
Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from Local Salesforce data
Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from External Salesforce Data
Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from remote data
Dataflow and Recipe
Dataflow User Interface
Dataset Builder
Dataflow Transformation
sfdcDigest,digest,edgemart,append,augment,computeExpression,computeRelative,dim2mea,flatten,filter,slideDataset,update,sfdcRegister,export
Creating a Dataflow from Scratch
Backup and Restore Dataflow
Create Dataset with Recipe
Dataset Properties
Extended Metadata File for Dataset
Replace and Restore Dataset
Configure Action for Dataset
Lens
Einstein Analytics App
Exploring Dataset
Explore with Conversational
Clip Lens to Designer
Sharing and Downloading Lens
Building the Dashboard
Dashboard Permission and layouts
Dashboard Templates
Dashboard Widgets
Dashboard Inspector
Notifications and Annotations
Applying Security in Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
Dataflow Nodes
SAQL

Salesforce CRM Analytics/Einstein Analytics/Tableau CRM is a cloud-based business intelligence and visualization platform from Salesforce, designed to give you insights from your existing data.

It also provides predictions and recommendations by analyzing your Salesforce data and external data.

The data visualization is optimized for both web browser and mobile app. Salesforce CRM Analytics provide instant answers to key business questions, allowing users to get smarter about their customers.

Einstein Analytics can be embedded into your Sales Cloud or Service Cloud to empower your Salesforce users to explore dashboards and analyze data without the need to switch platforms.

This Salesforce CRM Analytics tutorial is designed to cover from scratch like how to get Free Account for CRM Analytics license, completing the setup, creating multiple datasets and dashboards. Also details discussion on Security in CRM Analytics. You can see multiple SAQL implementation and many more.

This course covers

Introduction about Salesforce CRM analytics with its use case and advanatages
How can you crate your Own Analytics app easily from scratch
various ways to get the data from different sources to CRM Analytics platform
Easy way to crate your Dataset, data recipes and use of dataflow.
Exploring lenses to showcase the data
how can you build powerful and beautiful dashboard by using the dashboard editor
How can you do the mastery in SAQL
Applying security in Salesforce CRM Analytics.
and many more ….

This course is designed from very basic to advance level to make you expert in salesforce CRM Analytics/Einstein Analytics/Tableau CRM