Salesforce Einstein & Discovery Training Overview
This Salesforce® Einstein Analytics & Discovery Consultant training course teaches attendees how to design, build, and support apps, datasets, dashboards, and stories in Einstein Analytics and Discovery. Students also learn the data ingestion process, security and access implementations, and dashboard creation. This class is an alternative to the three Einstein Analytics classes offered by Salesforce (ANC101, ANC201, and ANC301).
This course is appropriate preparation for the Salesforce Einstein Analytics and Discovery Consultant exam.
Location and Pricing
Accelebrate offers instructor-led enterprise training for groups of 3 or more online or at your site. Most Accelebrate classes can be flexibly scheduled for your group, including delivery in half-day segments across a week or set of weeks. To receive a customized proposal and price quote for private corporate training on-site or online, please contact us.
In addition, some courses are available as live, instructor-led training from one of our partners.
Objectives
- Learn how to get the most out of Einstein Analytics and Discovery
- Understand the data ingestion process
- Practice how to implement security and access implementations
- Create a dashboard
- Manage datasets
- Set permissions and security implementations
- Learn advanced Salesforce Analytics Query Language (SAQL) coding to support querying
- Use JSON to support dashboard creation on desktop and mobile devices
Prerequisites
All students must have general technology experience.
Outline
Expand All | Collapse All
Introduction
- Course Overview
- Setting up a Practice Site
- Tableau CRM Overview
- What is Tableau CRM?
- Exploration Process
- Data Exploration
- Data Collections
- Dashboards
- Apps
- Setup the Tableau CRM Platform
- Platform Licenses
- Permission Sets
- Optional Setup Procedures
- Requirements and Limits
Working with Data
- Data Integration
- Data Sync
- Dataflow
- Bring Data into Tableau CRM
- Recipes
- Knowledge Check
- Questions and Answers
Security
- Data Access in Tableau CRM
- Row-Level Security
- Field-Level Security
- App Level Sharing
- Knowledge Check
- Questions and Answers
Data Exploration and Visualization
- Data exploration
- Dashboard Design
- Design Best Practices
- Dashboard Widgets
- Dashboard Charts
- Dashboard Tables
- Dashboard Filters
- Dashboard Layouts
- Managing Layouts
- Layout Selection
Tableau Integration
- Embedding Tableau CRM
- Adding Dashboards to Lightning Pages
- Adding Dashboards to Communities
- Actions in Tableau CRM
- Available Actions
- Creating Actions
- Adding Actions to Datasets
- Dashboard Optimization
- Dashboard Queries
- Dashboard Inspector
- Dashboard Pages
SAQL and Interactions
- SAQL
- SAQL Structure
- SAQL Functions
- Interactions
- Faceting
- Selection Bindings
- Result Bindings
Working with Templates
- Dashboard Templates
- Prebuilt Layouts
- Design Challenge
- Smart Templates
- Templated Apps
- Available Templates
- Service Analytics App
- Sales Analytics App
- Migration, Packaging, Distributing
- Change Sets
- Managed Packages
- Metadata API
- Tableau CRM REST API
- Creating App Templates
Einstein Discovery
- Set up Discovery
- Define a Use Case
- Prepare Your Data
- Create and Manage Stories
- Explore Story Insights
- Deploy a Model
Conclusion and Certification Test
- Questions and Answers
- Practice Certification Test
- Review Certification Test
Training Materials
All Salesforce Einstein & Discovery training students will receive comprehensive courseware.
Software Requirements
Each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment indefinitely after the class without any additional fee.
