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Salesforce Analytics Ace Tableau CRM & Einstein Prep Pack
Salesforce Analytics Ace Tableau CRM & Einstein Prep Pack
Start Date
16/05/2024
End Date
31/08/2024
Category
CRM
Week 1: Introduction to fundamentals of analytics and business intelligence in CRM
Learn about the amazing features of the Tableau CRM (formerly Einstein Analytics) platform for data visualization and insights.
Set your goals and objectives for becoming a master of analytics with Tableau CRM and Einstein
Week 2: Prepare to be wowed as you learn to load data into Tableau CRM
Discover the secrets of cleaning, transforming, and enriching data using Tableau CRM’s data preparation tools and techniques
Build data models and relationships to support analytical insights and visualizations in Tableau CRM
Week 3: Explore and Analyse
Explore and analyze data interactively using dashboards and lenses in Tableau CRM
Customize your dashboards, charts, and widgets to visualize key metrics and KPIs
Conduct ad-hoc analysis and data discovery to uncover insights and patterns in Tableau CRM
Week 4: Advance Understanding of Tableau CRM
Level up your analytics game with advanced analytics features in Tableau CRM for predictive modeling and forecasting
Build and deploy machine learning models for predictive analytics and scoring in Tableau CRM
Use Tableau CRM’s predictive insights to make data-driven decisions and take actions
Week 5:Introduction to Einstien Discovery
Comprehensive understanding of Einstein Discovery and its capabilities for AI-driven predictive analytics
Build and deploy predictive models and recommendations using Einstein Discovery
Integrate Einstein Discovery insights into Tableau CRM dashboards and workflows for actionable insights
Week 6: Data Storytelling
Learn how to effectively communicate insights and findings through data storytelling techniques in Tableau CRM
Create compelling narratives and visualizations to convey analytical insights and recommendations
Use Tableau CRM’s storytelling features to engage stakeholders and drive decision-making
Week 7: Importance of Design in Tableau CRM
Design intuitive and user-friendly dashboards in Tableau CRM for different audiences and use cases
Optimize dashboard performance and layout for maximum usability and impact
Implement best practices for dashboard design, navigation, and interactivity in Tableau CRM
Week 8: Deep understanding and insight of Tableau CRM
Collaborate with stakeholders and team members through Tableau CRM’s sharing and collaboration features
Share insights and dashboards securely with different user roles and permissions in Tableau CRM
Use Tableau CRM’s mobile and offline capabilities for accessing and interacting with analytics on the go
Week 9: Policies and Guidelines
Implement governance policies and guidelines for data access, security, and compliance in Tableau CRM
Manage users, licenses, and data access controls in Tableau CRM’s administration console
Monitor and optimize Tableau CRM performance and usage to ensure scalability and reliability
Week 10: Live Projects and Q&A Session
Analyze real-world examples of successful Tableau CRM implementations and analytics projects
Collaborate in group projects to develop and present analytics solutions and use cases using Tableau CRM
Q&A session and course wrap-up
Accordion #2
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