Salesforce CRM Analytics Corporate Training
Instructor-led Salesforce CRM Analytics training for data teams
Turn CRM data into decisions with guided labs on dataflows, datasets, dashboards, and analytics security.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a data-driven sales and service team
The Edstellar CRM ANALYTICS Capability Model
Diagnose
We assess your current reporting landscape, data sources, and analytics maturity to set a clear baseline.
Standardize
We align your team on dataset design, KPI definitions, and dashboard standards that match your governance needs.
Practice
Guided labs build muscle memory: dataflows, recipes, dataset modeling, lenses, and interactive dashboards.
Measure
We track lab completions, capstone dashboards, and assessment scores to show skill growth across the cohort.
Scale
Dataset templates and dashboard patterns let you replicate the same analytics discipline across teams and regions.
Need more than one program?Get a group quote
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Program Overview: What is Salesforce CRM Analytics?
Salesforce CRM Analytics is Edstellar's instructor-led program for Salesforce admins, analysts, and BI teams turning CRM data into decisions. Participants master CRM Analytics foundations, data connectors and dataflows, dataset modeling, lenses and dashboards, and security and performance. It serves teams replacing static reports with analytics people actually use.
Training is hands-on across 24 hours in a live Salesforce org. Participants connect data sources, build dataflows and recipes, model datasets, and design interactive dashboards with bindings in guided labs. Instructors critique every dashboard with direct feedback on design and insight quality. The program closes with a 5-hour capstone: an executive analytics build.
CRM data that nobody analyzes is just storage cost: reports nobody opens, dashboards that answer the wrong questions, and executives flying blind. This program teaches your team to build analytics that drive decisions, with clean data pipelines and dashboards designed around real questions. Every build runs on real data patterns, so the methods transfer directly.
The capstone is a complete executive analytics solution: connected data, modeled datasets, secured and performant dashboards, presented as a decision tool. Participants return with a working analytics build and the skills to make your CRM data genuinely useful.
Your team works in live CRM Analytics environments with real datasets. Early modules cover the platform architecture, Analytics Studio, and the data security model. Practice modules build skills in connectors, dataflows, recipes, dataset design, lenses, dashboards, bindings, and row-level security. The capstone has each team define executive KPIs and build an end-to-end analytics solution, with instructor review. Delivery is instructor-led, live virtual or onsite, and every lab mirrors the analytics workflows your teams own.
What's Included in this Workshop for Your Enterprise Teams
- 1
Live instruction
Concept delivery with live demos in real platform environments.
- 2
Guided labs
Hands-on practice on core workflows in every module.
- 3
Capstone review
Instructor feedback on your end-to-end build.
- Live instructor-led sessions
- Dedicated lab environments for every learner
- Pre-session tech checklist and access setup
- Session recordings available on request
- Lab guides and reusable templates
- Post-program email support
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Salesforce CRM Analytics Course Topics and Program Outline
Six modules take your team from analytics foundations to an executive dashboard build, with guided labs in every session.
Built by Edstellar with CRM Analytics practitioners
Built by CRM Analytics practitioners who build and govern analytics in production, shaped around your stack and use cases.
We review your current reporting landscape, data sources, and analytics maturity to set a clear baseline for the program.
Live sessions cover analytics foundations, the data manager, and security concepts with demos in live environments.
Guided labs walk your team through dataflows, dataset modeling, dashboards, bindings, and security predicates.
The capstone has each team define executive KPIs and build an end-to-end analytics solution with instructor review.
Your team delivers a complete analytics build, from dataflow to executive dashboard, by the end of the program.
Delivered as
Sessions run live and instructor-led across virtual, onsite, or hybrid formats, with every lab executed in real CRM Analytics environments.
Explore Analytics Studio, open sample dashboards, and map a business question to the data behind it.
learna)Analytics use cases in the enterprise
b)Platform architecture and editions
c)Navigating the Analytics Studio
d)Data security model basics
Connect a data source, build a dataflow and a recipe, and schedule a monitored sync.
learna)Salesforce and external connectors
b)Dataflows for extraction and transformation
c)Recipes for no-code data preparation
d)Scheduling and monitoring syncs
Model a dataset with joins and computed fields, then validate it against source data.
practicea)Dataset design and extended metadata
b)Joins, unions, and appends
c)Computed fields and formulas
d)Data quality and validation
Build an interactive dashboard with lenses, bindings, and filters for a sales pipeline use case.
practicea)Building lenses and explorations
b)Dashboard designer and widgets
c)Bindings and faceting
d)Templates and dashboard filters
Apply a security predicate, tune a slow dashboard, and package the build for deployment.
applya)Row-level security and predicates
b)Sharing inheritance
c)Dashboard performance tuning
d)Deployment and version control
Build and present a complete executive dashboard, from dataflow to story, with an adoption plan.
applya)Defining executive KPIs
b)End-to-end dashboard build
c)Storytelling with data
d)Handover and adoption plan
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Your team leaves with the practical skills to connect, model, visualize, and secure CRM data end to end.
Data Connection
Connect Salesforce and external sources with monitored, scheduled syncs.
Dataflow and Recipe Design
Extract and transform data with dataflows and no-code recipes.
Dataset Modeling
Design datasets with clean joins, formulas, and validated data quality.
Lens and Dashboard Building
Build explorations and dashboards that answer real business questions.
Interactive Bindings
Use bindings and faceting so dashboards respond to every filter and selection.
Row-Level Security
Apply predicates and sharing rules so each user sees only their data.
Performance and Deployment
Tune dashboards for speed and deploy analytics with version control.
Teams that Benefit from this Salesforce CRM Analytics Group Training
This program is built for teams that own CRM analytics: analysts, Salesforce admins, sales operations, and BI professionals. Content adapts to each cohort's roles and experience, so every group practices the analytics workflows it owns.
Give sales leaders numbers they trust
Sales operations teams build pipeline and forecast dashboards on governed, reliable datasets.
Workflow friction
- Conflicting numbers across reports
- Manual spreadsheet consolidation
- Slow answers to leadership questions
How the program helps
- Build trusted pipeline dashboards
- Standardize KPIs across the sales org
- Automate forecast reporting
Practice use cases
- Pipeline dashboards
- Forecast reporting
- KPI standardization
- Territory insights
See service performance clearly
Service teams track case volumes, resolution times, and satisfaction with live analytics.
Workflow friction
- Stale or incomplete service data
- No single view of performance
- Reactive reporting cycles
How the program helps
- Monitor case and SLA metrics live
- Spot service trends early
- Share insights with service leaders
Practice use cases
- Case analytics
- SLA tracking
- Trend detection
- Agent scorecards
Answer questions with governed data
Analysts model datasets and build explorations that business users can trust and reuse.
Workflow friction
- One-off analyses nobody reuses
- Unclear metric definitions
- Data preparation bottlenecks
How the program helps
- Model reusable, trusted datasets
- Explore data without waiting on IT
- Document metrics and definitions
Practice use cases
- Dataset design
- Ad-hoc exploration
- Metric documentation
- Data validation
Run analytics on solid foundations
Admins manage connectors, security, and deployments so analytics stays accurate and safe.
Workflow friction
- Broken or stale data syncs
- Overly broad data access
- Untracked dashboard changes
How the program helps
- Manage connectors and syncs
- Enforce row-level security
- Deploy analytics with version control
Practice use cases
- Connector management
- Security setup
- Deployment control
- Sync monitoring
Not sure where your team fits? Share your roles on the discovery call and we will map each cohort to the right modules and labs.
Prerequisites: This program benefits analysts, Salesforce admins, sales operations staff, and BI professionals who work with CRM data. Familiarity with Salesforce objects and basic reporting helps but is not required. No prior CRM Analytics experience is needed. Content adapts to your team's data sources, reporting maturity, and analytics goals.
Analyst to Analytics Lead
Each skill maps to the program's learning phases, so your team sees exactly where they enter and how far they progress.
An analytics track that grows with data careers, from basic navigation to delivering executive analytics.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose the format that fits your team: live virtual, onsite at your office, or a hybrid mix. Every format includes the same guided labs and instructor support.
Hybrid Training
Split your Salesforce CRM Analytics training between live virtual sessions and focused onsite workshops. Teams get consistent instructor guidance and the same guided labs in both settings.
- Same labs and curriculum across both formats
- Live instructor support throughout the program
- Flexible scheduling across time zones
- Consistent outcomes for distributed teams
Onsite Training
Bring an instructor to your office for Salesforce CRM Analytics training tailored to your systems. Onsite delivery works well for larger cohorts and teams rolling out a shared platform.
- Instructor at your office for the full program
- Labs aligned to your own environment
- Easy coordination for large cohorts
- Direct access to the trainer all day
Live Virtual Training
Join live virtual Salesforce CRM Analytics sessions from anywhere. Remote labs and shared screens keep every participant hands-on with real instructor support.
- Fully interactive live sessions, not recordings
- Guided labs in cloud environments
- Small virtual cohorts for real interaction
- Session support before and during labs
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size and preferred dates through the group quote form and a training advisor will respond with pricing and a tailored plan within one business day.
Yes. Book a short call and we will walk through your current CRM analytics setup and map the curriculum to your team's tools and maturity.
Yes. Live virtual sessions run instructor-led with shared screens and guided labs, so remote teams get the same hands-on practice as onsite cohorts.
Yes. An instructor can deliver the program at your office for larger teams, with lab environments provided for every participant.
The program runs 24 hours across 6 modules, typically over 3 to 4 days, and the schedule can be split into half days for working teams.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
CRM Analytics comes second, after your team can administer Salesforce. Knowing the objects, security and data model makes CRM Analytics dashboards accurate and safe to share. From there, the path moves to sales analysis and finally to unifying customer data in Data 360.
Why Choose Edstellar as Your Salesforce CRM Analytics Corporate Training Provider
Edstellar delivers instructor-led Salesforce CRM Analytics training that takes data teams from basic reporting to governed analytics. With 5,000+ certified trainers and 2,000+ courses, we run one consistent program across your regions, adapted to your data sources and KPIs.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Every cohort works in labs modeled on your own data sources, KPIs, and reporting workflows.
Proven Methodology
Our Assess, Learn, Practice, Apply flow moves teams from analytics concepts to an executive dashboard they build themselves.
Practice-Based Learning
Guided labs cover dataflows, dataset modeling, dashboards, bindings, and security in live CRM Analytics environments.
Expert Trainers
Instructors are practicing analytics specialists who build and govern CRM Analytics solutions every day.
Global Scale
One consistent curriculum delivered across regions and time zones, with cohort schedules matched to your teams.
Measurable Outcomes
Capstone dashboards, lab completions, and a skills summary show exactly what your team can deliver after training.
Turn Salesforce Data Into Governed, Interactive Executive Analytics
Edstellar develops CRM Analytics skills from data ingestion through executive interpretation. Participants create dataflows and recipes, prepare datasets, and build interactive dashboards while examining access and performance. A complete analytics presentation is reviewed for traceable preparation, appropriate security, clear insights, and a practical plan for intended users.
- Step 01
Consult
We assess Salesforce-object familiarity, analytical responsibilities, and reporting bottlenecks to determine priorities in data preparation, dashboard design, security, and performance.
- Step 02
Plan
Connector and dataflow foundations lead into recipes, datasets, interactive dashboards, access controls, and performance before an end-to-end executive analytics build.
- Step 03
Align
CRM analytics expertise supports analysts, admins, sales operations, and BI colleagues, aligning practice with their data-model knowledge and reporting responsibilities.
- Step 04
Customize
Sample CRM sources and executive questions shape datasets and dashboards while avoiding exposure of customer records or confidential management reporting.
- Step 05
Execute
Participants build monitored dataflows, configure interactive views, and test security predicates, receiving feedback on data consistency, dashboard responsiveness, and storytelling choices.
- Step 06
Evaluate
We assess the executive dashboard for traceable data preparation, appropriate row-level access, clear analytical conclusions, and an adoption plan suited to intended users.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Salesforce CRM Analytics Training Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Salesforce CRM Analytics Training for Your Team
Tell us about your team size, data sources, and preferred dates. A training advisor will prepare a tailored CRM Analytics training plan and quote.