Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)

Complete tutorial to make you expert in Salesforce CRM Analytics
4.65 (462 reviews)
Udemy
platform
English
language
Development Tools
category
instructor
Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
2,808
students
11.5 hours
content
Mar 2024
last update
$64.99
regular price

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

4898462
udemy ID
9/25/2022
course created date
12/25/2022
course indexed date
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