EINSTEIN CRM ANALYTICS TOOL

Salesforce Einstein CRM Analytics Tool – Course Curriculum

Module 1 – Introduction to Einstein Analytics: Overview of Salesforce Analytics tools, understanding the Einstein Analytics (Tableau CRM) platform, and its role in data-driven decision-making.

Module 2 – Getting Started with Analytics Studio: Navigating the Analytics Studio interface, creating apps and dashboards, and managing datasets and lenses.

Module 3 – Data Integration & Preparation: Connecting Salesforce and external data sources, using Dataflows and Recipes, and performing data cleaning and transformation.

Module 4 – Creating Dashboards & Lenses: Building dynamic dashboards, configuring charts and filters, and applying conditional formatting for better insights.

Module 5 – SAQL (Salesforce Analytics Query Language): Introduction to SAQL syntax, creating advanced queries, and customizing data visualizations.

Module 6 – Security & Data Access: Managing dataset security, row-level security, and permissions within Einstein Analytics.

Module 7 – Einstein Discovery: Understanding predictive analytics, building machine learning models, and generating automated insights using Einstein Discovery.

Module 8 – Embedding & Integration: Embedding dashboards in Lightning pages, integrating Einstein Analytics with Salesforce objects, and using the Analytics API.

Module 9 – Best Practices & Optimization: Dashboard performance tuning, data refresh optimization, and analytics governance.

Module 10 – Real-time Project & Certification: Designing and implementing a complete business analytics solution using Einstein CRM Analytics, followed by final assessment and certification.