Udemy

Salesforce CRM Analytics: Einstein & Tableau CRM

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  • 2,622 Students
  • Updated 10/2024
4.2
(364 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
4 Hour(s) 1 Minute(s)
Language
English
Taught by
Yashad Tayal
Rating
4.2
(364 Ratings)
3 views

Course Overview

Salesforce CRM Analytics: Einstein & Tableau CRM

Boost Salesforce CRM Results with Einstein & Tableau: Data Visualization, Analytics Techniques, and Best Practices

This course is designed for individuals who want to take their Salesforce CRM skills to the next level. With Salesforce CRM Analytics: Einstein & Tableau CRM, you'll be able to unlock the full potential of your Salesforce data and drive results for your organization.
The course covers everything from basics of Einstein Analytics and Tableau, to advanced techniques such as data visualization, predictive analytics and best practices. By the end of this course, you'll have a solid understanding of how to use Einstein Analytics and Tableau with Salesforce CRM to deliver powerful insights and drive business results. Whether you're a Salesforce Administrator, Business Analyst, or IT Professional, this course will equip you with the skills you need to succeed with Salesforce CRM Analytics.

In this course you will learn:

  • Introduction to Salesforce CRM and Einstein Analytics

  • Setting up CRM Analytics in Salesforce

  • Data Visualization and dashboards in CRM Analytics

  • Advanced analytics techniques in Einstein Analytics, including predictive modeling and data joining

  • Datasets, lens, and data recipes.

  • Creating and managing dashboards in Tableau CRM

  • Data visualization best practices in CRM Analytics

  • Advanced data analysis techniques in einstein, including advanced calculations and data storytelling

  • Real-world case studies and use cases of Salesforce CRM Analytics with Einstein & Tableau

With a focus on hands-on learning, you'll get to work with real-world examples and use cases to build a deep understanding of the key concepts and techniques.

Whether you're looking to advance your career, increase your business acumen, or simply learn new skills, this Salesforce CRM Analytics course is the perfect place to start. With a friendly and approachable teaching style and a commitment to student success, you're sure to get the support and guidance you need to succeed. So if you're ready to unlock the power of Salesforce CRM data, enroll today and start your journey to success!

Course Content

  • 10 section(s)
  • 59 lecture(s)
  • Section 1 Introduction
  • Section 2 Analytics studio
  • Section 3 Datasets
  • Section 4 Data Recipe
  • Section 5 Lens
  • Section 6 Get Started with CRM Analytics Dashboards
  • Section 7 Dashboard Pages
  • Section 8 Dashboard Templates
  • Section 9 Quiz
  • Section 10 Conclusion

What You’ll Learn

  • Understanding of Salesforce CRM and how to use it for analytics.
  • Utilization of Salesforce Einstein Analytics for data visualization and insights.
  • Salesforce Tableau and its role in analytics.
  • Integration of Tableau with Salesforce CRM for data visualization.
  • Creating and managing dashboards in Salesforce Einstein Analytics and Tableau.
  • Advanced analytics techniques such as data joins, advanced calculations, and data storytelling.
  • Salesforce Einstein Discovery for predictive analytics.
  • Real-world case studies and use cases of Salesforce CRM Analytics with Einstein & Tableau.
  • Datasets, Lens and data recipes

Reviews

  • J
    Jaison James
    5.0

    nice

  • S
    Sharath Kumar SG
    3.5

    Missing Downlodable Notes

  • J
    Jeevan Kulkarni
    4.0

    good

  • C
    Chowdary Maddineni
    4.5

    Good

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