Salesforce CRM Analytics Training -The only Analytics Course you need
Salesforce CRM Analytics Training -The only Analytics Course you need
⏰26 hours | ▶️ 23 Videos | 📣 80 Participants | 🔥 36 Reviews
Choose a Plan that Works for You
Self Paced
- Advanced sessions
- Interview Q&A
- Free study Materials
- Premium Technical support
Instructor Led Live Training
- Live Instructor
- Advanced sessions
- Interview Q&A
- Premium Technical Support
Corporate Training
- Live Instructor
- Advanced sessions
- Interview Q&A
- Premium Technical Support
Upcoming Batches PST
Weekday
| Oct 16(1 HR A DAY) |
| 06:30 PM PST |
| Enroll Now → |
Weekday
| Oct 31(1 HR A DAY) |
| 07:30 AM PST |
| Enroll Now → |
Weekend
| Oct 29(1 HR A DAY) |
| 08:30 PM PST |
| Enroll Now → |
Upcoming Batches IST
Weekday
| Oct 17(1 HR A DAY) |
| 07:00 AM IST |
| Enroll Now → |
Weekday
| Oct 31(1 HR A DAY) |
| 08:00 PM IST |
| Enroll Now → |
Weekend
| Oct 30(1 HR A DAY) |
| 09:00 AM IST |
| Enroll Now → |
Course Description
Salesforce CRM analytics is a strong, precise, and comprehensive CRM analytics solution that gives users access to a single, integrated system for gathering and analyzing customer data to produce insightful findings.
What is analytics for Salesforce CRM? CRM analytics, sometimes referred to as customer analytics, is a blanket phrase used to refer to the numerous tools and procedures created to collect, analyze, and show any relevant customer data in an approachable manner. Of course, the objective is to use this data analysis to generate more educated, customer-focused business decisions. All types of businesses can benefit from CRM analytics, but large organizations that deal with (perhaps) thousands of customers each day find it to be extremely crucial. It can be challenging for employees in sales, customer support, marketing, and any other department that might be involved to keep track of where each customer is in the sales funnel when so many different clients are being served at once.

1. Introduction
- Basic Terms
- Introduction First-Time Setup.
2. Set Up Access & Security
- Granting access and permission to users after setting up access and security
- Security at the Row Level & Sharing Inheritance.
3. Data-Layer
- Data Sync
- Overview of Dataflow
- Various nodes and their use in Dataflow
- Getting Started with Recipes
- The Use of Different Nodes and its application in Recipes.
4. Designer-Layer
- Datasets Introduction
- Lens & Exploration Introduction
- Overview of the Dashboard.
5. Advanced Dashboards
- Bindings & its types
- With Tableau CRM Advanced Editor
- Alter dashboard’s appearance and functionality
- Modern SAQL (Salesforce Analytics Query Language).
6. Discovery & Prediction
- Establish Einstein Discovery
- Look through the story insights
- Using a Model and Predicting Results.
