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We're here to help you find itThe Einstein Discovery course is an in-depth training program designed to equip learners with the skills needed to master Salesforce Einstein Analytics (also known as Tableau CRM). This course covers everything from the basics of setting up and planning to advanced Data analysis and Dashboard creation. Learners will begin with understanding the Discovery Meeting process, gain hands-on experience with logging in and planning development, and then progress to setting up users and apps, including Managing permissions and licenses.
As participants move through the course, they will learn how to connect and map data, design and run dataflows, and implement various levels of security to control access to data. The course also delves into Building dynamic and mobile-responsive dashboards Using templates, JSON, and mobile layouts, as well as advanced techniques like Filtering, binding, and modifying queries and metadata within lenses and dashboards.
Upon completion of this comprehensive Salesforce Einstein Analytics training, students will be well-prepared to pursue Salesforce Einstein certification, demonstrating their proficiency in leveraging the platform to derive actionable insights and drive data-driven decision-making within their organizations.
Successfully delivered 2 sessions for over 21 professionals
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Classroom Training price is on request
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♱ Excluding VAT/GST
Classroom Training price is on request
You can request classroom training in any city on any date by Requesting More Information
To ensure a successful learning experience in the Einstein Discovery course offered by Koenig Solutions, potential learners should possess the following minimum prerequisites:
While these are the minimum requirements, a willingness to learn and engage with new technologies will greatly enhance the training experience. No prior experience with Einstein Analytics or Wave Analytics is strictly necessary, as the course is designed to guide learners through the platform's capabilities from the ground up.
The Einstein Discovery course equips participants with the skills to analyze data and create insightful analytics dashboards on the Salesforce platform.
The Einstein Discovery course empowers students to leverage Salesforce’s advanced analytics capabilities to connect data, build smart dataflows, and create insightful dashboards for data-driven decision-making.
A Discovery Meeting in the context of project management is an initial meeting between project stakeholders and team members. Its main purpose is to outline the project's scope, goals, and constraints. This strategic gathering helps in identifying key requirements, understanding client expectations, and outlining critical success factors. By fine-tuning objectives and aligning them with business needs, these sessions set the foundation for successful project execution. This process is crucial for timely decision-making and effective communication throughout the project lifecycle.
Managing permissions and licenses involves controlling who can access and use specific resources and services within an organization. Permissions determine what actions individuals can perform, such as viewing, editing, or deleting files. Licenses are legal authorizations allowing the use of software or systems and typically define the scope of use, such as the number of users or type of use allowed. Effective management ensures that only authorized users have the necessary access, which helps maintain security and compliance with regulations while optimizing resource and cost efficiencies.
Building dynamic and mobile-responsive dashboards involves creating interactive and adaptable visual representations of data that function seamlessly on various devices, including smartphones and tablets. This process ensures that the dashboards adjust their layout and controls based on the device's screen size, enhancing user experience and accessibility. These dashboards allow professionals to monitor key performance metrics effectively and make informed decisions on the go, supporting modern business demands for real-time data access and responsiveness in various environments.
Templates in technology refer to predefined formats used to quickly create new documents, files, or layouts. They help ensure consistency and efficiency by automating repetitive elements. JSON (JavaScript Object Notation) is a lightweight data-interchange format that’s easy to read and write for humans and simple for machines to parse and generate. It’s commonly used for serializing and transmitting structured data over a network, particularly in web applications. Mobile layouts are designs tailored to fit smaller, portable devices like smartphones and tablets, enhancing readability and user interaction on these platforms. These layouts adjust text size, navigation, and interactive elements for optimal mobile user experiences.
Filtering, binding, and modifying queries are techniques used in managing and manipulating data in databases. **Filtering** refers to narrowing down data results based on specific criteria, making it easier to work with relevant information. **Binding** involves linking data from different sources in a database to perform complex queries, ensuring data consistency and integrity. **Modifying queries** entails changing the data or its structure within the database to suit new requirements or insights, which can involve operations like update, delete, or alter. These techniques are essential for dynamic and efficient data management in various computing environments.
Data analysis involves examining, cleaning, and transforming raw data to discover useful information, draw conclusions, and support decision-making. In business, data analysis helps identify trends, resolve problems, and pinpoint new opportunities. Tools and platforms like Salesforce Einstein Analytics enhance this process by providing advanced analytics capabilities tailored for sales, service, and marketing analyses. Professionals seeking to leverage these tools often pursue Salesforce Einstein Analytics training and certification to gain expertise in managing and interpreting business data effectively, ensuring they can harness the full potential of analytics in strategic decisions.
Dashboard creation involves designing a visual interface that displays key data metrics in a consolidated and easy-to-understand format. This process typically uses business intelligence tools to pull data from various sources into interactive charts, graphs, and gauges. Effective dashboards provide real-time insights that help users make informed decisions by presenting complex data in a straightforward manner. The design and functionality of dashboards can be customized to meet the specific needs of different users within an organization, enhancing monitoring, analysis, and reporting capabilities.
The Einstein Discovery course equips participants with the skills to analyze data and create insightful analytics dashboards on the Salesforce platform.
The Einstein Discovery course empowers students to leverage Salesforce’s advanced analytics capabilities to connect data, build smart dataflows, and create insightful dashboards for data-driven decision-making.
