Salesforce Certified Tableau CRM and Einstein Discovery Consultant Online Course

Salesforce Certified Tableau CRM and Einstein Discovery Consultant Online Course

About the Course

Salesforce Einstein Analytics (formerly known as Wave Analytics) is a powerful cloud-based platform that enables users to connect and analyze data from multiple sources—without writing a single line of code. In today’s data-driven world, gaining actionable insights from customer data is essential for any organization’s success.

This video course will guide you through building apps, lenses, and dashboards using data from various databases or combining data from different sources. You'll learn how to import data into Einstein Analytics, create datasets, and visualize that data through impactful charts.

The course also covers how to share dashboards with other users, making collaboration easy and efficient. Through hands-on exercises, you'll explore the full potential of the platform and understand how it can be leveraged for deep data analysis and insight generation.

By the end of this course, you'll be equipped to confidently interpret and present data, empowering your organization to make informed, strategic business decisions.

Who should take the Course?

The Salesforce Certified Tableau CRM and Einstein Discovery Consultant Online Course is ideal for Salesforce consultants, data analysts, business intelligence professionals, and IT professionals who want to deliver actionable insights using Tableau CRM (formerly Einstein Analytics) and Einstein Discovery. It’s also suitable for individuals preparing for the Salesforce Tableau CRM and Einstein Discovery Consultant certification. Prior experience with Salesforce, data modeling, and familiarity with CRM analytics concepts is recommended for effective learning.

Course Curriculum

Getting Started with Einstein Analytics

• The Course Overview
• Introduction to Einstein Analytics
• Concepts and Terminologies (Part One)
• Concepts and Terminologies (Part Two)

Creating a Sales Dashboard to Get Sales Insights

• Creating a Dashboard for Business Insight
• Filter Widgets in Einstein Analytics
• Dashboard and Widget Properties

Understanding Dataflow

• Getting Started with Dataflow
• Create a Simple Join Using Dataflow
• Compute Expression Transformation
• Edgemart Transformation and Scheduling a Dataflow
• Recipe in Einstein Analytics

Data Binding and Security in Einstein Analytics

• Bindings in Einstein Analytics
• Step Bindings in Einstein Analytics
• Embedding the Dashboards in Lightning and Classic
• SAQL Overview

Creating Complex Dashboard Using Advanced Technologies

• Setting Up Einstein Platform
• Security and Sharing
• Fetching Data from External Database
• Create a Executive Dashboard for Sales