Salesforce Einstein Analytics (Tableau CRM) Online Training

Coursack Tutor
Last Update October 7, 2023
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About This Course

The Salesforce Einstein Analytics (Tableau CRM) Online Training course provides participants with a comprehensive overview of the powerful data analytics capabilities offered by Salesforce Einstein Analytics. Designed for both business users and technical professionals, this course offers a hands-on learning experience that equips learners with the skills needed to harness the full potential of Einstein Analytics in driving data-informed decision-making and optimizing business performance. Throughout the course, participants will gain a solid understanding of the fundamental concepts of Salesforce Einstein Analytics, including data preparation, data modeling, and data visualization. They will learn how to connect and integrate data from various sources, transform raw data into meaningful insights, and build visually appealing and interactive dashboards and reports using Tableau CRM.

Salesforce Einstein Analytics Training

Contact for Next batch on Salesforce Einstein Analytics (Tableau CRM).

Course Features
Book FREE DEMO Class
Course Syllabus
  • Overview on Einstein Analytics
  • Concepts and terminologies
  • Org Setup and Registration on Einstein Analytics
  • Platform Setup
  • Setting up Permission Sets and License
  • Preparing Data.
  • Load CSV Files
  • Bring Data from Salesforce into Analytics
  • Create very first Lenses& Dashboard
  • Create a custom Einstein Analytics App
  • Overview of Data Connection
  • Understanding Dataflow
  • Design and Create Custom Dataflow
  • Data Mapping 
  • Implement Augment, Filter, Compute Expression, Compute Relative and much other transformation using dataflow.
  • Combine multiple datasets into Single datasets using Data Transformation.
  • Scheduling and Monitoring dataflow.
  • Create Sales and Service Dashboard.
  • Understand Steps and Static Steps in Dashboard
  • Creating Custom action in Dashboard
  • Create Sales and Service Dashboard.
  • Understand Steps and Static Steps in Dashboard
  • Creating Custom action in Dashboard
  • Security Overview in Einstein Analytics.
  • Security Predicate Implementation
  • Implementing Ownership-Based Row-Level Security
  • Implementing Role-Based Row-Level Security
  • Implementing Team-Based Row-Level Security
  • Implementing Row-Level Security with External Data 
  • Understanding Dataset Recipe/ Tableau Prep.
  • Scheduling Recipes
  • Exporting Data from Einstein.
  • Configure action on datasets 
  • JSON Overview
  • Customizing Dashboard JSON File.
  • Implementing and Customizing Widgets using JSON
  • Wave Analytics Dashboard Templates. 
  • Understanding Filters
  • Broadcast Faceting
  • Global Filters on Dashboard
  • List Filters, Date Range Filters on Dashboard
  • Creating Dynamic Top-N Filters
  • Limitations of Filters in Lenses and Dashboard in UI
  • Dynamic Filter Binding in Dashboard
  • Selection & Result Binding Implementation on a Dashboard
  • Overview of Modifying Queries in Dashboards
  • SAQL Customization in Lenses and Steps.
  • SAQL customization in JSON. 
  • Overview of Extended Metadata (XMD)
  • Backing Up and Uploading a Dataset’s XMD File
  • Setting up and creating stories in Tableau CRM.
  • Preparing a prediction Model in Tableau CRM.
  • Deploy a prediction model in Salesforce objects. 
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Learning Objectives

Learn the Salesforce Analytics using Tableau
Learn Salesforce Einstein Analytics


  • Laptop/Desktop is required for training
  • Good Internet Connection for Virtual Training

Target Audience

  • Suitable for All levels of professionals.
salesforce einstein


23% off
All Levels
Duration 25 hours

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