Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

Complete tutorial to make you expert in Salesforce CRM Analytics

4.56 (496 reviews)

Udemy

platform

English

language

Development Tools

What you will 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

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Comidoc Review

Our Verdict

This Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) course provides beginners an excellent foundation in essential concepts. Despite minor disappointments related to audio quality, unfulfilled promises, and occasional pronunciation issues, the valuable content, and well-organized framework overall exceed learning expectations. The course deserves recommendation for its extensive treatment of Salesforce CRM Analytics topics especially beneficial for newcomers seeking introductory insights.

What We Liked

Comprehensive coverage of Salesforce CRM Analytics essentials with 11.5 hours of content
Ideal for beginners, detailed exploration of minor topics, and good concept relevance
Well-organized information with clear and in-depth presentations
Valuable insights on Salesforce features and products for new users

Potential Drawbacks

Advanced topics like parameters, bindings, repeaters are not covered thoroughly
Occasional poor audio quality making understanding difficult
Lack of certain content as initially promised in the course description
Minor issues with pronunciation and excessive repetition leading to a hard-to-follow flow