Salesforce Einstein Analytics / CRM Analytics

Module 1: CRM Analytics Architecture & Setup

• CRM Analytics vs Tableau vs Reports & Dashboards: when to use each
• CRM Analytics architecture: datasets, lenses, dashboards, and apps
• Analytics Studio navigation: apps, datasets, and dashboard explorer
• Enabling CRM Analytics and user permissions setup
• Analytics platform architecture: data flow, recipes, and datasets
• CRM Analytics licensing and Salesforce certification pathway

Module 2: Data Connectors & Data Ingestion

• Salesforce local connector: syncing Salesforce objects to CRM Analytics
• CSV upload and external data connection
• Remote connections: Snowflake, BigQuery, and Amazon Redshift
• Connected sources and live datasets
• Incremental sync strategies for large data volumes
• Data freshness and sync scheduling

Module 3: Data Preparation with Recipes

• Data Prep UI: visual data transformation interface
• Recipe nodes: input, output, transform, filter, and join
• Data transformations: bucket, formula, type conversion
• Joining datasets: inner, left outer, and lookup joins
• Aggregation nodes: grouping and summarising data
• Scheduling recipes for automated data refresh

Module 4: Lenses & Exploration

• Creating lenses from datasets
• Chart types: bar, line, scatter, pie, heat map, and funnel
• Measures and dimensions: understanding the analytics data model
• Filtering and grouping data in lenses
• Compare tables and pivot table exploration
• Saving and sharing lenses across the organisation

Module 5: Dashboard Design & SAQL

• Dashboard builder: widgets, layouts, and colour themes
• Widget types: chart, table, number, date, list, range, and toggle
• Faceting: cross-filtering between dashboard widgets
• SAQL (Salesforce Analytics Query Language) fundamentals
• Calculated columns and conditional expressions in SAQL
• Dynamic dashboards with user attribute bindings

Module 6: Advanced Dashboard Features

• Pages and navigation in multi-page dashboards
• Container widgets and advanced layout techniques
• Interactions: selection, filter, and URL actions
• Flex dashboard template for responsive design
• Global filters and date range selectors
• Embedding CRM Analytics dashboards in Salesforce pages

Module 7: Einstein Discovery & Predictive Analytics

• Einstein Discovery: automated statistical story generation
• Story setup: outcome variable and influencing fields
• Interpreting Einstein Discovery stories: waterfall charts and top predictors
• Predictions: deploying prediction scores to Salesforce records
• Actionable recommendations from Einstein Discovery
• Model refresh and monitoring prediction accuracy over time

Module 8: Analytics Apps, Administration & Certification

• Analytics apps: pre-built apps for sales, service, and marketing
• Analytics app customisation and white-labelling
• CRM Analytics security: sharing inheritance and row-level security
• Analytics governance: dataset management and access control
• CRM Analytics and Tableau Consultant certification preparation
• Real-world analytics project: build a complete sales analytics app

Salesforce CRM Analytics & Tableau CRM Certified Consultants Our CRM Analytics instructors hold Salesforce Analytics certifications and have built enterprise analytics solutions on CRM Analytics for sales, service, and operational use cases at global organisations — delivering insights that drive measurable business decisions.

Data Engineering & Analytics Background Trainers bring genuine data engineering skills — data modelling, transformation design, and query optimisation — alongside Salesforce platform expertise. This dual background enables them to teach CRM Analytics as a proper analytics platform, not just a Salesforce reporting tool.

Einstein AI & Predictive Analytics Practitioners Several instructors specialise in Einstein Discovery and predictive model deployment, having operationalised AI-powered predictions within Salesforce workflows to improve lead conversion, churn prevention, and service routing outcomes.

SAQL & Advanced Customisation Expertise SAQL is the power user's tool for custom analytics. Our trainers are SAQL proficient and teach learners to go beyond the drag-and-drop interface to build sophisticated, performant analytics that meet complex business requirements.

Business Storytelling with Data Great dashboards tell stories. Our instructors combine technical analytics skills with data visualisation and business communication expertise — ensuring learners build dashboards that decision-makers understand and actually use.