Corporate Salesforce Einstein Analytics Training Course

Name: Salesforce Einstein Analytics Training
Availability: InStock

Edstellar's Salesforce Einstein Analytics instructor-led training course equips teams with the advanced analytical capabilities of Salesforce's analytics platform. It covers data integration, analysis, and visualization, enabling professionals to leverage Einstein Analytics. Upskill and enable teams to transform data into actionable intelligence.

Duration

20 - 24 hrs

Delivery Type

Instructor-led Group Training
(Virtual / On-site / Off-site)

Training Available in

10 Languages

Multiple Locations

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About Learning Outcomes Key Benefits Course Outline Target Audience Training Modes Certificate Trainers Request a Training Quote

Drive Team Excellence with Salesforce Einstein Analytics Corporate Training

Salesforce Einstein Analytics offers a powerful analytics platform that enables organizations to transform the way they explore data, find insights, and take action. It's designed to make complex data analysis accessible to users of all skill levels, allowing for the creation of dynamic dashboards and reports that drive strategic decision-making. Organizations need Salesforce Einstein Analytics training to automate data preparation and discovery, and predict outcomes.

Edstellar offers a virtual/onsite Salesforce Einstein Analytics training course that is deeply integrated with each organization's unique business needs and objectives. Our trainers bring a wealth of experience, combining deep technical knowledge of the Salesforce platform. This Salesforce Einstein Analytics instructor-led training course ensures that professionals gain theoretical knowledge and practical skills directly applicable to their work environment.

Get Customized Expert-led Training for Your Teams

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

Experience Hands-On Learning from Industry Experts

Delivery Capability Across 100+ Countries & 10+ Languages

Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

Data Analysis and Visualization
Data Analysis and Visualization involves interpreting complex data sets and presenting insights visually. This skill is important for roles like data analyst and business intelligence, as it drives informed decision-making.
AI-Powered Predictive Insights
AI-Powered Predictive Insights involves using AI to analyze data and forecast trends. This skill is important for data analysts and business strategists to drive informed decision-making.
Dynamic Dashboard Creation
Dynamic Dashboard Creation is the ability to design interactive visual displays that present data insights effectively. This skill is important for data analysts and business intelligence roles, as it enables informed decision-making and enhances data storytelling.
Customer Engagement Enhancement
Customer Engagement Enhancement is the ability to improve interactions with customers, fostering loyalty and satisfaction. this skill is important for roles in sales, marketing, and customer service, as it drives retention and boosts revenue.
Data Integration and Analysis
Data Integration and Analysis involves combining data from various sources and interpreting it to derive insights. This skill is important for roles like data analysts and business intelligence professionals, as it enables informed decision-making and strategic planning.
Data-Driven Decision Making
Data-Driven Decision Making is the ability to analyze data to guide strategic choices. this skill is important for roles in management, marketing, and analytics, as it enhances accuracy and effectiveness in decision-making.

What Your Team Will Achieve After This Training

Analyze complex data sets to uncover actionable insights
Utilize advanced data preparation and modeling techniques
Enhance decision-making processes with data-driven evidence
Customize analytics applications to meet specific business needs
Apply AI and machine learning for predictive analytics and trend forecasting
Design and implement dynamic dashboards and reports for real-time analytics
Integrate Salesforce data with external data sources for comprehensive analysis

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both relevant and practical.

Discovery & Planning

Introduction to Salesforce Einstein Analytics
- Understanding the platform and its capabilities
- Benefits of using Einstein Analytics in business
Setting up the analytics environment
- Preparing your Salesforce instance for Einstein Analytics
- Required tools and resources for effective setup
Defining objectives and key performance indicators (KPIs)
- Identifying business needs and goals
- Setting measurable KPIs for analytics projects

Setting Up Users & Apps

Managing user access and permissions
- Creating user profiles and roles
- Assigning permissions and access levels
Customizing and sharing analytics apps
- Designing apps for different business units
- Sharing and collaboration features
Overview of analytics editions and licenses
- Differences between various editions
- Understanding licensing requirements

Connecting Data

Strategies for data integration
- Connecting Salesforce and external data sources
- Best practices for data integration
Techniques for effective data mapping
- Mapping data fields between sources
- Handling complex data relationships
Best practices for data flow design and execution
- Designing efficient data flows
- Scheduling and managing data flow execution

Security - Controlling Access to Data

Implementing data security and privacy measures
- Ensuring data compliance and security
- Privacy regulations and implications
Configuring row-level security for different user roles
- Setting up row-level security models
- Customizing access based on user roles
Utilizing predicate filters for secure data access
- Creating and applying predicate filters
- Best practices for filter implementation

Building Dashboards with Templates & Mobile Layouts

Customizing dashboards with JSON
- Understanding JSON structure for dashboards
- Editing JSON for custom dashboard designs
Adapting dashboards for mobile devices
- Best practices for mobile dashboard design
- Creating responsive layouts for various devices
Utilizing templates for efficient dashboard creation
- Exploring available dashboard templates
- Customizing templates to fit business needs

Filtering with Selection & Binding in Dashboards

Enhancing dashboard interactivity with dynamic filters
- Creating dynamic filters for user interaction
- Techniques for setting up interactive dashboards
Integrating multiple data sets through selection binding
- Combining data from different sources in a single dashboard
- Configuring selection bindings for data correlation
Implementing advanced filtering techniques for customized analysis
- Using results binding for complex filters
- Creating top-N filters for focused analysis

Modifying Queries in Dashboards

Advanced querying with SAQL
- Introduction to SAQL syntax and structure
- Building complex queries for advanced analytics
Customizing dashboards with SAQL queries
- Integrating SAQL queries into dashboards
- Editing and testing SAQL queries for specific analyses
Utilizing book-marklets for SAQL testing
- Setting up and using SAQL tester book-marklets
- Debugging and optimizing SAQL queries

Creating a YoY Growth Dashboard

Designing dashboards for growth analysis
- Planning and structuring YoY growth dashboards
- Visualizing growth trends and patterns
Implementing custom calculations in SAQL
- Creating custom measures and calculations
- Applying calculations to analyze growth
Facilitating dashboard interactivity with selection bindings
- Enhancing user experience with interactive elements
- Customizing interactions for growth analysis

Modifying Metadata in Lenses & Dashboards

Managing extended metadata for enhanced dashboard functionality
- Overview of extended metadata (XMD)
- Editing and uploading XMD files
Customizing data sets and lenses for specific analysis needs
- Tailoring data sets and lenses for targeted insights
- Applying metadata modifications for clarity and usability
Implementing quick action menus for efficient data navigation
- Creating and configuring quick action menus
- Improving user navigation and dashboard usability

Who Should Attend?

This program suits professionals at many levels across the organization, including:

Data Analysts
Business Analysts
Salesforce Administrators
CRM Analysts
Sales Operations Teams
Marketing Analytics Teams
Business Intelligence Teams
Data Science Teams
Salesforce Developers
CRM Managers
Data Engineers
Marketing Managers

What are the Prerequisites?

Professionals who have a basic understanding of management and analytics concepts can take the Salesforce Einstein Analytics training.

Request a Quote for your Corporate Training Requirements

Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Salesforce Einstein Analytics Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide

Standardized content for consistent outcomes

Join from own workspace, no travel

We scale to large groups across sites

Interactive tools keep remote learners engaged

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Enquire now

On-site Salesforce Einstein Analytics Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office

We tailor setup/content to your workplace and tools

Group exercises drive collaboration

Live demos + hands-on practice

Direct trainer access to clarify doubts

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Off-site Salesforce Einstein Analytics Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice

Built-in group activities for bonding

Full uninterrupted schedule for focus/retention

Boosts morale and signals commitment

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Enquire now

What Sets Edstellar Apart

Experienced Trainers

Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

Proven Quality

With a strong global track record, Edstellar is known for quality and engaging delivery.

Industry-Relevant Curriculum

Our programs are built by experts to match the demands of today's industry.

Fully Customizable

Every program can be tailored to your organization's goals.

Comprehensive Support

We provide pre- and post-session support for a complete learning experience.

Global Multi-Location & Multilingual Training Delivery

We deliver in multiple languages to support diverse global teams.

Hear from Organizations We've Trained

"The Salesforce Einstein Analytics training provided me with comprehensive capabilities that elevated my expertise. As a Principal Analytics Architect, I needed to understand advanced methodologies deeply, and this course delivered interactive labs gave me hands-on experience with industry best practices. My ability to architect solutions and solve complex problems has improved substantially. Highly recommend for anyone serious about this field.”

Sandra Hawkins

Principal Analytics Architect,

Customer Success Platform Company

"This Salesforce Einstein Analytics course was precisely what I needed to design robust strategic implementation architectures. The hands-on approach to hands-on exercises and seamless integration with practical simulations projects using advanced techniques from this training. We delivered a high-visibility enterprise project two months ahead of schedule. The comprehensive curriculum has elevated my solution delivery capabilities significantly.”

Zhong Jia

Senior Machine Learning Engineer,

Salesforce Consulting Services Firm

"As a Senior Business Intelligence Developer leading strategic implementation operations, the Salesforce Einstein Analytics training provided our team with essential strategic frameworks expertise at scale. The comprehensive operational footprint. We reduced operational costs by 40% while simultaneously improving service quality standards. This course has proven invaluable for driving our organizational transformation and sustained excellence.”

Halim Rafi

Senior Business Intelligence Developer,

CRM Platform Implementation Partner

“Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

Aditi Rao

L&D Head,

A Global Technology Company

Recognition That Motivates Your Team

Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

Corporate Salesforce Einstein Analytics Training Course

Drive Team Excellence with Salesforce Einstein Analytics Corporate Training

Skills Your Employees Will Gain

What Your Team Will Achieve After This Training

Topics & Program Outline

Discovery & Planning

Setting Up Users & Apps

Connecting Data

Security - Controlling Access to Data

Building Dashboards with Templates & Mobile Layouts

Filtering with Selection & Binding in Dashboards

Modifying Queries in Dashboards

Creating a YoY Growth Dashboard

Modifying Metadata in Lenses & Dashboards

Who Should Attend?

What are the Prerequisites?

Choose the Format That Fits Your Team

Get a Proposal Shaped to Your Needs

What Sets Edstellar Apart

Experienced Trainers

Proven Quality

Industry-Relevant Curriculum

Fully Customizable

Comprehensive Support

Global Multi-Location & Multilingual Training Delivery

Hear from Organizations We've Trained

Recognition That Motivates Your Team

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