• Home
• Salesforce Tableau CRM

Salesforce Tableau CRM (formerly Einstein Analytics) Online Training

Salesforce Einstein is a set of AI technologies that allow Salesforce users to use algorithms to analyze data inside Salesforce. Einstein can be used to automate reports, pinpoint workflow needs, and even analyze the effectiveness of teams. In this course, learn how to work with Einstein in Salesforce. Discover precisely what this powerful solution has to offer, so that you can determine if it meshes with your organization’s needs. Discover how Einstein can help you work smarter in Sales Cloud, the Marketing Cloud, communities, and more. SV Tech Soft 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.

Enroll Now

Why Salesforce Einstein Analytics Training from SV Tech Soft

• Live Interactive Learning

• World-Class Instructors
• Expert-Led Mentoring Sessions
• Instant doubt clearing

• 24×7 Support

• One-On-One Learning Assistance
• Help Desk Support
• Resolve Doubts in Real-time

• Lifetime Access

• Course Access Never Expires
• Free Access to Future Updates
• Unlimited Access to Course Content

• Hands-On Project Based Learning

• Industry-Relevant Projects
• Realtime scenario’s explanation
• Quizzes & Assignments

• Industry Recognised Certification

• SV Tech Soft Training Certificate
• Graded Performance Certificate
• Certificate of Completion

• Enroll the Course

• Take your Salesforce journey from Beginner to Professional level.

Course content:

1. Einstein Analytics Overview and Basics

• Introduction to Einstein Analytics
• Einstein analytics Integration with Salesforce
• Why Einstein Analytics
• Environment and Licenses
• Einstein Analytics Permissions
• Navigating Einstein Analytics
• Einstein Analytics Components
• Understanding Data Manager

2. Getting started with Einstein Analytics

• Preparing Data
• Creating first Dataset and lenses
• Creating the first Dashboard
• Creating an App

3. Discovery & Planning

• Discovery Meeting
• Getting Logged In
• Planning the Development

4. Setting up Users & Apps

• Overview of Wave Analytics Editions, Licenses, and Permissions
• Creating Wave Analytics Permission Sets
• Assigning Permission Set Licenses and Permission Sets
• Creating and Sharing Wave Analytics Apps

5. Connecting Data

• Overview of Connecting data
• Data Mapping
• Overview of the data flow Process
• Designing a Data flow
• Loading External CSV Data into a Data-set
• Creating and Running a data flow
• Combining Multiple Data-set in a data flow Using Transformations
• Running, Monitoring, and Scheduling a data flow

6. Security – Controlling Access to Data

• Overview of Security in Wave Analytics
• Determining Security Requirements
• Overview of Using Predicate Filters with Salesforce Data
• Implementing Ownership-Based Row-Level Security
• Implementing Role-Based Row-Level Security
• Implementing Row-Level Security with External Data

7. Building Dashboard with Templates & Mobile Layouts

• Overview of JSON for Dashboards
• Updating the Dashboard JSON File from the lens. Apex Page
• How the Widgets Section of Dashboard JSON Works
• Building a Dashboard Using an Existing Layout
• Wave Analytics Dashboard Templates
• Translating Browser Dashboards to a Mobile Device
• Creating Mobile Dashboard Layouts in the Dashboard JSON

8. Filtering with Section & Binding in Dashbaords

• Limitations of Filters in Lenses and Dashboard in the UI
• Creating a Dynamic Top-N Filter
• Creating a Multi data-set Dashboard with Selection Binding
• Creating a Dynamic Filter with Results Binding

9. Modifying queries in Dashboards

• Overview of Modifying Queries in a Dashboard
• SAQL Overview
• Adding a SAQL Tester Book-marklet

10. Creating a YoY Growth Dashboard

• Creating a Container Dashboard
• Capturing a SAQL Query and testing it in the Book-marklet
• Updating the Query with a Custom Calculation and Adding the Query to a Step’s Dashboard JSON
• Updating the Compact Form with the Custom Measure
• Enabling Faceting with Selections Bindings

11. Modifying Metadata in Lense & Dashboard

• Overview of Extended Metadata (XMD)
• Backing Up and Uploading a Data-set XMD File
• Adding Quick Action Menus For Records in Wave

Free Career Counselling

We are happy to help you

(+91) 9394-117-119

Register For Demo:

Have Any Questions?

FAQ’s

Can I attend a Salesforce Admin Online Demo session before enrollment?

We have limited participants or only one participant in a live Salesforce Admin Online Training session to maintain the quality standards. Se we provide demonstration session before enrollment. without attending demonstration learner couldn’t able to clear his technical doubts about his desired technology. So we always recommend a learner to attend a demonstration with the Instructor who will deliver Salesforce Admin Online Training

Who is instructor at SV Tech Soft?

All the instructors at SV Tech Soft are experts from the industry with minimum 9-12 years of relevant IT experience. They are subject matter experts for providing an awesome learning experience for Salesforce Admin Online Training.

Can i get Salesforce Admin Videos and study Material?

Yes you will get Salesforce Admin Training videos during Salesforce Admin Online Training. and it is compulsory to work at home to enhance real time scenarios. And yes instructor will provide Salesforce Admin Online Training study material during training tenure.

Can i get any assistance for Certification and any Training certificate with this Training?

Yes you will get a Course completion training certificate from SV Tech Soft ,and Instructor will assist you to prepare workday certification.

Do you have more queries on Salesforce Admin Online from India?

Please Contact (+91) 9394117119 or  you can share your queries through svtechsoft@gmail.com

You can also WhatsApp us @ +91-939-411-7119 to get more details.