Salesforce CRM Analytics: Einstein and Tableau Visualization
Transform CRM data into actionable insights using modern visualization and predictive modeling techniques within the Salesforce ecosystem.
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AI instructor
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Start anytime
No schedules or deadlines โ learn at your own pace, whenever suits you. -
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In English
Lessons, tasks and certificate โ all fully in your language.
About this course
Every modern business generates massive amounts of data, but the real value lies in how you interpret and act on it. Organizations need professionals who can turn raw Salesforce records into clear, visual stories that drive growth and efficiency.
This course provides a comprehensive foundation for using Einstein and Tableau to analyze Salesforce data, allowing you to build intuitive dashboards and apply predictive insights to real-world business challenges. You will move from understanding basic data structures to implementing advanced analytics that inform strategic decisions.
What you'll learn:
- Understand the core terminology and architecture of Salesforce CRM Analytics
- Create dynamic datasets using data recipes and lenses for precise reporting
- Design high-impact dashboards following modern data visualization best practices
- Apply predictive modeling concepts to anticipate business trends and customer behavior
- Master data storytelling techniques to communicate findings to stakeholders effectively
- Configure security and access controls for analytics assets within the CRM
- Practice data joining and transformation to prepare messy records for analysis
The curriculum begins with foundational concepts of data integration and progresses through dashboard design and automated insights. You will learn how to structure data for analysis and translate complex metrics into readable, text-based reports and strategic visual plans.
This course is designed for beginners, including aspiring business analysts and Salesforce administrators, with no prior data science or programming experience required.
Start your journey into data-driven decision-making today.
What you'll get
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Certificate of completion
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Personal AI tutor
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Audio version included
Learn on the go โ no screen needed -
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Lifetime access
Come back anytime, no expiry -
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Phone or computer
Works anywhere, any device -
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14-day refund
No questions asked -
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Short & focused
2h 48m of practical content
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Frequently asked
What do I need to take this course? +
Just a phone or computer with internet. No installs, no special hardware.
How do I pay? +
By card via Stripe. We donโt store card details โ Stripe handles them securely.
Can I get a refund? +
Yes โ full refund within 14 days, no questions asked.
How long will I have access? +
Forever. Once you purchase, the course is yours to revisit anytime.
Will I get a certificate? +
Yes. On completion you'll receive a certificate you can add to your LinkedIn profile.
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