Salesforce Einstein Analytics Course Overview

Salesforce Einstein Analytics Course Overview

The Salesforce Einstein Analytics course is an in-depth educational journey designed to empower learners with the knowledge and skills to harness the power of Einstein Analytics within the Salesforce platform. By exploring this robust tool, participants will gain insights into the predictive and prescriptive analytics capabilities that Salesforce Einstein offers.

Module 1 introduces Einstein in Salesforce, familiarizing students with the basic concepts and terminologies that underpin Einstein Analytics, setting the stage for more advanced learning.

In Module 2, learners will get hands-on experience by creating a sales dashboard, allowing them to derive actionable business insights and understand the functionality of filter widgets and dashboard properties.

Module 3 delves into the technical aspects of data integration and transformation through Dataflow, including joining datasets, computing expressions, and scheduling dataflows.

Module 4 covers data binding techniques and security considerations within Einstein Analytics, including embedding dashboards into Salesforce environments and an overview of Salesforce Analytics Query Language (SAQL).

Finally, Module 5 teaches learners how to create complex dashboards using advanced features, ensuring that students can set up the Einstein platform, manage security and sharing, integrate external data sources, and construct an executive dashboard for sales.

Overall, this course is designed to provide a comprehensive learning experience that equips individuals with the proficiency to leverage Einstein Salesforce Analytics for 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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Course Prerequisites

Minimum Required Prerequisites for Salesforce Einstein Analytics Course:

  • Basic Understanding of Salesforce: Familiarity with the Salesforce platform, including navigation and basic functionality, is essential to grasp the concepts taught in the Einstein Analytics course.

  • Knowledge of Salesforce Objects: A foundational understanding of standard and custom objects in Salesforce, as this course will involve analyzing and visualizing data related to these objects.

  • Experience with Data Management: While not mandatory, having some experience with data handling, such as creating reports or dashboards within Salesforce, will be beneficial.

  • Analytical Mindset: An interest in data analysis and a willingness to learn how to draw insights from data are important for success in this course.

  • Familiarity with Basic Computing Concepts: General computer usage skills and the ability to navigate through web-based applications will facilitate the learning process.

  • Problem-Solving Skills: The ability to think critically and solve problems will help in understanding and applying the concepts of Einstein Analytics.

Remember, while these prerequisites are recommended, a strong motivation to learn and a commitment to the course can often make up for any gaps in prior knowledge. Our aim is to provide an enriching learning experience that equips you with the skills needed for using Salesforce Einstein Analytics effectively.

Target Audience for Salesforce Einstein Analytics

The Salesforce Einstein Analytics course equips participants with advanced analytics and AI capabilities within the Salesforce platform.

Target audience for the Salesforce Einstein Analytics course includes:

  • Salesforce Administrators
  • Business Intelligence Professionals
  • Data Analysts
  • Sales Managers and Executives
  • CRM Managers
  • Marketing Analysts
  • IT Managers
  • Sales Operations Analysts
  • Business Analysts
  • Data Scientists (with a focus on CRM data)
  • Salesforce Developers seeking to enhance their skills with analytics
  • Product Managers overseeing Salesforce implementations
  • Salesforce Consultants
  • Technical Architects working on Salesforce projects

Learning Objectives - What you will Learn in this Salesforce Einstein Analytics?

Introduction to the Course's Learning Outcomes and Concepts

The Salesforce Einstein Analytics course equips learners with the skills to harness the power of Einstein Analytics for data-driven insights and advanced dashboard creation within Salesforce.

Learning Objectives and Outcomes

  • Understand the role and capabilities of Salesforce Einstein in leveraging artificial intelligence for CRM data analysis.
  • Gain proficiency in the fundamental concepts and terminologies of Einstein Analytics.
  • Learn to create insightful sales dashboards to visualize business performance and drive sales strategy.
  • Master the use of filter widgets and dashboard properties to customize analytics for specific business needs.
  • Comprehend the configuration and management of dataflows, including simple joins, compute expressions, and data transformations.
  • Understand how to schedule dataflows and utilize recipes for efficient data preparation and management in Einstein Analytics.
  • Develop skills in data binding techniques to create dynamic and responsive dashboards.
  • Get familiar with Salesforce Analytics Query Language (SAQL) for advanced data manipulation and analysis.
  • Learn to embed Einstein Analytics dashboards within Salesforce Lightning and Classic interfaces for seamless user experiences.
  • Acquire knowledge on setting up the Einstein platform, implementing security and sharing protocols, fetching data from external databases, and creating executive-level dashboards for sales analysis.