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Cloud Computing

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-p…

★★★★★ 4.8  ·  Rated by learners 🎓 Certificate of completion
Duration
25 Hours
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Mode
Live + Recorded
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Level
Beginner → Pro
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Language
English / Hindi

Course overview

About the Salesforce CRM Analytics Certification Course program.

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.

Why learn with BISP

Trusted by professionals across 30+ countries.

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Industry trainers

Certified consultants with 12+ years of real project experience.

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Hands-on practice

Real-time scenarios & live project modules, not just slides.

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Placement support

Resume building, mock interviews & job referrals.

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Certification

BISP certificate + full guidance for official exams.

Course curriculum

Designed by real-time industry professionals around current job roles.

Download curriculum (PDF)

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

Course details

Who it is for, what you need, and how it is delivered.

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
Prerequisites

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

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

Upcoming batches

Reserve your seat for the next live session.

SessionDateTimeReserve
D 11 Sep 2026 (Fri) 07:00 Reserve seat →
R 14 Sep 2026 (Mon) 07:00 Reserve seat →

Frequently asked questions

Everything you need before you enroll.

Can I attend a demo session before enrollment?

Yes. You may attend a demo class before enrollment for training quality evaluation, and interact one-to-one with the trainer for any specific requirement.

Can you schedule training as per my availability?

Yes. We discuss it with the trainer and schedule the training at a convenient time for you.

What if I miss a class?

You get the recorded session. You may also retake the whole training multiple times within a 6-month period with the same trainer.

Is there live project training?

Yes. The curriculum includes real-time scenarios and live project modules, with the trainer explaining every topic end-to-end.

How can I pay for the course?

Enroll securely via the payment gateway on this page using card, UPI or net-banking. EMI options are available.

More queries?

Call us at +91 769-409-5404 & +1 678-701-4914, or write to support@bisptrainings.com.

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