Udemy - Salesforce Crm Analytics (Tableau Crm - Einstein Analytics)

[ DevCourseWeb.com ] Salesforce Crm Analytics (Tableau Crm/Einstein Analytics)



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Published 11/2022

MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz

Language: English | Size: 1.55 GB | Duration: 3h 55m



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

Requirements

This course designed from basic to advance level

With little knowledge of salesforce you can be expert in salesforce Einstein analytics

Description

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 coversIntroduction about Salesforce CRM analytics with its use case and advanatagesHow can you crate your Own Analytics app easily from scratch various ways to get the data from different sources to CRM Analytics platformEasy 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



Overview



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