Einstein Discovery Course Overview

Einstein Discovery Course Overview

The 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.

This is a Rare Course and it can be take up to 3 weeks to arrange the training.

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  • Live Online Training (Duration : 24 Hours)
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  • Guaranteed-to-Run (GTR)
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  • Live Online Training (Duration : 24 Hours)
  • Per Participant

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

To ensure a successful learning experience in the Einstein Discovery course offered by Koenig Solutions, potential learners should possess the following minimum prerequisites:


  • Basic understanding of Salesforce CRM and familiarity with the Salesforce interface.
  • Fundamental knowledge of data analytics and business intelligence concepts.
  • Experience with using or managing a Salesforce organization is beneficial.
  • Basic proficiency in working with data sets, such as understanding CSV files and data mapping.
  • Comfort with basic computer operations and navigating software applications.

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.


Target Audience for Einstein Discovery

The Einstein Discovery course equips participants with the skills to analyze data and create insightful analytics dashboards on the Salesforce platform.


  • Salesforce Administrators
  • Data Analysts
  • Business Intelligence Professionals
  • CRM Managers
  • Salesforce Developers
  • Sales Operations Analysts
  • Marketing Analysts
  • IT Managers overseeing Salesforce implementations
  • Business Analysts working with Salesforce data
  • Data Scientists interested in Salesforce analytics
  • Product Managers utilizing Salesforce data for decision-making
  • Customer Success Managers seeking to leverage data for client insights
  • Consultants specializing in Salesforce solutions
  • Technical Architects designing Salesforce analytics solutions
  • Salesforce Technical Leads
  • Data Engineers tasked with integrating and managing Salesforce data


Learning Objectives - What you will Learn in this Einstein Discovery?

Introduction to Learning Outcomes and Concepts

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.

Learning Objectives and Outcomes

  • Understand the role and process of a Discovery Meeting to align project objectives with business goals.
  • Gain proficiency in navigating the system and setting up the necessary tools for development within Einstein Analytics.
  • Learn to set up users and permissions correctly and create Wave Analytics apps that are shared with the right team members.
  • Master the process of connecting various data sources to Wave Analytics and mapping data accurately for optimal usage.
  • Grasp the intricacies of designing and implementing a dataflow, including transforming and combining multiple datasets.
  • Recognize and apply the different types of security measures in Wave Analytics to ensure data is protected and correctly accessed.
  • Develop the skills to utilize JSON for the creation and customization of dynamic and responsive dashboards suitable for both desktop and mobile devices.
  • Implement advanced dashboard features such as dynamic Top-N filtering, multi-dataset integration, and selection and results binding for interactive analytics.
  • Learn to modify dashboard queries using Salesforce Analytics Query Language (SAQL) to tailor analytics to specific business needs.
  • Understand Extended Metadata (XMD) to enhance data visualization and interactivity within lenses and dashboards, including adding quick action menus.