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About Course:

salesforce-crm-analytics-certification-course

This curriculum has been designed by our professional experts The Salesforce CRM Analytics (Einstein Analytics) Certification Training is designed to help professionals master advanced reporting, dashboard creation, data modeling, and AI-powered business insights within Salesforce. In this course, you will learn- CRM Analytics architecture & setup, Dataset creation & data integration,Dashboard design & advanced visualization,SAQL basics, Data transformation using recipes, Security & sharing settings, Real-time business reporting & Certification preparation guidance.


Duration : 25 hours


Fee: 518


Job Trends

Training Calender

Date Time Type Attend
14th March 2026 8:00 AM   IST Demo
17th March 2026 7:30 AM   IST Regular
28th March 2026 9:00 AM   IST Demo
31st March 2026 9:00 AM   IST Regular
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+91 769-409-5404

Includes
  • 24 hours on-demand video
  • Articles
  • Coding Exercises
  • Full lifetime access
  • Certificate of Completion

Module of Training

LIVE ONLINE TRAINING


Live presentation of theory, demonstration of tool, features & tasks

We are connecting Online via Goto Meeting

Get practice environment for practical & hands-on Training curriculum has been designed by real-time industry professionals & real-time scenarios training pattern

CORPORATE TRAINING


Learn as per day-wise & customized schedule with discussions & lab exercises included

One to one or Batch-wise interactive demonstration of a tool, features and 100% practical classes

World-class learning material & case studies for the course

Completely customizable course content & schedule as per convenience

Certification guidance provided if necessary

Curriculum

Salesforce CRM Analytics Certification Course Download  

Why to learn salesforce Einstein analytics?
Analytics solves the challenge of combining customer data information to answer key questions. A game changer technology driven by Salesforce called Analytics Einstein. You can create dashboards to continually monitor key business metrics based on the latest data. Instant visualizations tool shows how your business is doing, and even you can see future, what the coming months might bring. It enable users to get immediate access on powerful data insights through its intuitive point-and-click visual interface. Stake holders can get the answers from their valuable customer data in order to run your business.

Market demand for Einstein analytics professional?
With the help of Analytics! your first goals is to help your organization to make decisions based on data analysis. A huge amount of data floating around & analytics is frontiers of IT. But the data is useless without expert skill to analyze it. Analytics has become crucial as improving businesses & decision makings and providing the biggest edge over the competitors. A growing trend for the analytics professionals as a result, a steady increase in the number of job opportunities. For professionals who are skilled in Analytics, there is an ocean of opportunities out there. The average salary of a Certified Salesforce Wave Analytics developer is 124,000 USD per annum. Analytics is the Best Career move in today's scenario.

Acquire new skills with our Einstein analytics Course
After complition of course, you will be able to:

  • Determine your user, data, and security requirements
  • Establish a development process
  • Set up apps and control 
  • Successfully assign permissions, set license, permission sets, and app permission
  • Understanding, implementation of data security and testing
  • Create a mobile dashboard layout
  • Understanding on filters, lenses and dashboards 
  • Modify a SAQL query to meet many analytic requirements
  • Modify dataset’s & metadata   

Prerequisite 
This certification training course does not presume or require any prior knowledge or prerequisites. However, basic knowledge of salesforce concepts be an added advantageous. We are recommending that students should have following:

  • Anyone who is interested to learn
  • Who wants to make a career in Analytics
  • Experience in Salesforce applications
  • Basic knowledge of Salesforce

Course summary

This course is intended to provide deep understanding on user, data, and security requirements, and establish development process. Set up apps and control what users can do in Wave Analytics by assigning them permission, set licensing, permission sets, and app permissions. Load an external CSV file to Wave and create and run a data flow JSON file that loads. Understand and implement data security in Wave and override security for implementation and testing. Apply a Wave Analytics layout template to a dashboard and create a mobile dashboard layout. Explain the limitations of filters in lenses and dashboards in the UI, and overcome these by modifying the compact form query. Explain the process of dashboard queries and modify a SAQL query to meet many analytic requirements. Create and upload an XMD file to modify a data-set & metadata.


Salesforce CRM Analytics (Einstein Analytics) Certification Training Course Curriculum 

Introduction 

  • Overview on Einstein Analytics
  • Concepts and terminologies
  • Org Setup and Registration on Einstein Analytics
  • Platform Setup
  • Setting up Permission Sets and License 

Getting Started with Einstein Analytics

  • Preparing Data.
  • Load CSV Files 
  • Bring Data from Salesforce into Analytics
  • Create very first Lenses& Dashboard
  • Create a custom Einstein Analytics App

Design and create custom Dataflow

  • Overview of Data Connection
  • Understanding Dataflow
  • Design and Create Custom Dataflow
  • Data Mapping

Data Transformation using Dataflow

  • Implement Augment, Filter, Compute Expression, Compute Relative and much other transformation using dataflow.
  • Combine multiple datasets into Single datasets using Data Transformation.
  • Scheduling and Monitoring dataflow.

Implement Security and Access to Data 

  • Security Overview in Einstein Analytics.
  • Security Predicate Implementation
  • Implementing Ownership-Based Row-Level Security
  • Implementing Role-Based Row-Level Security
  • Implementing Team-Based Row-Level Security
  • Implementing Row-Level Security with External Data

Dataset Recipe

  • Understanding Dataset Recipe/ Tableau Prep.
  • Scheduling Recipes
  • Exporting Data from Einstein.
  • Configure action on datasets

Designing and Building Dashboard using Templates

  • JSON Overview
  • Customizing Dashboard JSON File.
  • Implementing and Customizing Widgets using JSON
  • Wave Analytics Dashboard Templates.

Filtering and Binding in Analytics Dashboards

  • Understanding Filters
  • Broadcast Faceting
  • Global Filters on Dashboard
  • List Filters, Date Range Filters on Dashboard
  • Creating Dynamic Top-N Filters
  • Limitations of Filters in Lenses and Dashboard in UI
  • Dynamic Filter Binding in Dashboard
  • Selection & Result Binding Implementation on a Dashboard.

SAQL Query Customization in Dashboard

  • Overview of Modifying Queries in Dashboard.
  • SAQL Customization in Lenses and Steps.
  • SAQL customization in JSON.

XMD Metadata Modification in Lenses and Dashboard

  • Overview of Extended Metadata (XMD)
  • Backing Up and Uploading a Dataset’s XMD File

Stories in Tableau CRM 

  • Setting up and creating stories in Tableau CRM.
  • Preparing a prediction Model in Tableau CRM.
  • Deploy a prediction model in Salesforce objects.

Class Delivery 

  • Live Interactive classes with expert

Delivery Methodology
We are using an experiential delivering methodology that blends theoretical concepts with hands-on practical learning to ensure a holistic understanding of the subject or course

Who should Learn Salesforce CRM Analytics Certification Course?

  • Developers
  • Business Intelligence professionals
  • Financial Analysts
  • Integration specialists
  • Business analysts
  • Software Developers
  • Professionals who want to extend their skill-set with advanced technologies

Prerequisite to learn Salesforce CRM Analytics Certification Course

This certification training course does not presume or require any prior knowledge or prerequisites. However, basic knowledge of salesforce concepts be an added advantageous.

We are recommending that students should have following: 

  • Anyone who is interested to learn 
  • Who wants to make a career in Analytics
  • Experience in Salesforce applications
  • Basic knowledge of Salesforce

Delivery Methodology used to deliver the Salesforce CRM Analytics Certification Course

We are using an experiential delivering methodology that blends theoretical concepts with hands-on practical learning to ensure a holistic understanding of the subject or course.

Class delivery

Live Interactive classes with expert

Salesforce CRM Analytics Certification Course FAQ

Question: Can I attend the Demo session before enrollment?

Answer: Yes, you may attend the Demo class before enrollment for training Quality Evaluation. You can also Interact with a trainer as one to one session for a specific requirement or discussion

Question: Can you schedule the training based upon my availability?

Answer: Yes, we need to discuss it with a trainer, accordingly, we can schedule training at a convenient time.

Question: How I can pay for the course?

Answer: You can pay the fee or enroll yourself via payment gateway through the course page, make an online payment using various options.

Question: What if I missed any class?

Answer: BISP has a missing class policy. If you missed any session, we will be sharing a recorded session. However, you may retake whole training multiple times within 6 month period but the trainer is the same.

Question: Is there any live project training along with regular training?

Answer: Our training curriculum includes real-time scenarios and lives project working module & the trainer explains every topic with examples. If you have any issue or you are stuck in any scenario the trainer will explain end-to-end.

Question: What about certification preparation and guidance?

Answer: BISP technical faculty assist & guide you completely for certification and preparation. We ensure you will get certified easily after our training.

Question: Who is the trainer & about his experience?

Answer: All our trainers are working professionals and industry experts with at least 10-12 years of relevant teaching experience. Each of them has gone through a rigorous selection process which includes profile screening, technical evaluation, and a training demo We also ensure that only those trainers with a high alumni rating continue to train for us.

Question: Do you provide Job support?

Answer: Yes, we provide Job support services, but the cost structure is different and fixed. For more details: Just give us a call at: +91 769-409-5404 & +1 678-701-4914 You can also write to us: support@bisptrainings.com

Question: What if I have more queries and doubts?

Answer: Just give us call at : +91 769-409-5404 & +1 678-701-4914 You can also write to us: support@bisptrainings.com

Question: How Fee Refund Policy works?

Answer: Please refer the link for refund policy: https://www.bisptrainings.com/Refund-Policy

Case Study and Learning Pdf's

Certificate

Certificate123
Benefits of Certificate

Certification demonstrates your dedication, motivation and technical knowledge on a specific platform. Having a certification shows that you not only possess comprehensive knowledge of that technology but you also care enough about your own career to spend the time and money to get the certification.

We are welcoming our Students or professionals to participate in our professional online courses. We are offering great variety of online training programs and professional courses that you can always find as desired. After the completion of training program they will receive a certificate from BISP. As a Certified professional you can apply that knowledge in your future profession and enjoy with better salaries & career prospects.

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