About Course
Fast-track your Tableau CRM (formerly Einstein Analytics) career through our instructor-led, hands-on Salesforce Einstein Analytics course. This training program provides detailed walkthroughs on every aspect of Tableau CRM, including Einstein Discovery and Prediction Builder. From integrating and preparing data, to building dashboards with advanced interactivity.
Cloud Masters provides an industry-aligned Salesforce Einstein Analytics (now called Tableau CRM) Curriculum from experts. This content gives students a practical approach to learning, with various projects and use cases to get prepared for the Tableau CRM career quickly.
Course Curriculum
Introduction
- Overview
- Concepts and terminologies
- Org Creation
- Platform setup
- Understanding User Type
- Understanding Permission sets
Getting started with einstein Analytics
- Preparing Data
- Creating first Dataset and lenses
- Creating the first Dashboard
- Creating an App
Dive Deep
- Quota
- Understaning dataflow
- Faceting
- Knowing your Dashboard
Sales Dashboard
- Create a dashboard for Sales
- Understand Step and Static step
- Bindings in Einstein
Service Dashboard
- Create a Service Dashboard
- Understanding filters
- Broadcast faceting
- Custom Actions in Einstein
Security and sharing
- Sharing Mechanism
- Mass sharing
- Row level access and security predicates
Data Recipe
- Understanding Data recipes
- Scheduling Recipes
- Exporting data from Einstein
- Using the Number of Records Measure
Embedding Dashboards
- Overview and importance
- Embedding with Classic
- Sharing with communities
Advance Technologies
- SAQL
- XMD
- Dashboard JSON
Mobile App
- Access insights from mobile
- Mobile exploration
- Analytics mobile Features
Actions& Calculated fields
- Explain actions
- Actions using like Filters, Highlights and URL
- Define calculated fields
Dashboards
- Creating Dashboards
- Dashboards formatting
- Actions in dashboards
- Perform navigation in dashboards
- Publishing and sharing
TABLEAU ONLINE
- Define Tableau online
- Projects
- Get data
- Create reports
- Gateways
- Scheduling
- Grouping users
- Subscribe
- Share
- Edit reports
- Generate URL on reports
- Notifications
- Favorites
OTHER KEY COMPONENTS
- Tableau server
- Tableau mobile
- Tableau reader
- Tableau public
- Tableau prep
Tableau Admin
- Giving access to users
- Provide permissions to users
- Creating groups to users
- Other settings
