Salesforce Einstein Analytics Training

• Why Einstein Analytics?
• What are Environment, Licenses, and Navigating Einstein Analytics?
• How to work with Einstein Analytics Integration with Salesforce?
• How to work with Einstein Analytics Permissions and Einstein Analytics Components?
• What is Data Manager and how can I get into Einstein Analytics?
• What are Dataset Builder, Dataflow User Interface, and Dataflow Transformation?
• How to create Dataset Properties, Restore Dataflow, and Configure Action for Dataset?
• How can I work with Dataflow Nodes, Dashboard Templates, and Dashboard Widgets?
• How can I get real-time data to pull from Salesforce with SOQL?
• How to efficiently work with Einstein Analytics App?
• How to get data into Einstein Analytics from CSV?

• Recorded Videos After Training
• Digital Learning Material
• Course Completion Certificate
• 24x7 After Training Support

• Salesforce Admin
• Salesforce Developers
• Salesforce Analysts

• A basic level knowledge of salesforce

• PR Tech Skills will provide you with a training completion certificate after completing the Salesforce Einstein Analytics Training.

Module 1: Discovery & Planning

• Discovery Meeting
• Getting Logged In
• Planning the Development

Module 2: Setting UP Users & Apps

• Overview of Wave Analytics Editions, Licenses, and Permissions
• Creating Wave Analytics Permission Sets
• Assigning Permission Set Licenses and Permission Sets
• Creating and Sharing Wave Analytics Apps

Module 3. Connecting Data

• Overview of Connecting Data
• Data Mapping
• Overview of the Dataflow Process
• Designing a Dataflow
• Loading External CSV Data into a Dataset

Module 4: Building and Running a Dataflow

• Combining Multiple Datasets in a Dataflow Using Transformations
• Running, Monitoring, and Scheduling a Dataflow

Module 5: Security- Controlling Access to Data

• Overview of Security in Wave Analytics
• Determining Security Requirements
• Overview of Using Predicate Filters with Salesforce Data
• 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
• Overriding Security for Implementation and Testing

Module 6: Building Dashboards with Templates and Mobile Layouts

• Overview of JSON for Dashboards
• Updating the Dashboard JSON File from the lens
• How the Widgets Section of Dashboard JSON Works?
• Building a Dashboard Using an Existing Layout
• Wave Analytics Dashboard Templates
• Translating Browser Dashboards to a Mobile Device
• Creating Mobile Dashboard Layouts in the Dashboard JSON

Module 7: Filtering & Binding in Dashboards

• Limitations of Filters in Lenses and Dashboard in the UI
• Creating a Dynamic Top-N Filter
• Creating a Multi-Dataset Dashboard with Selection Binding
• Creating a Dynamic Filter with Results Binding

Module 8: Modifying Queries in Dashboards

• Overview of Modifying Queries in a Dashboard
• SAQL Overview
• Adding a SAQL Tester Bookmarklet
• Creating a YoY Growth Dashboard
  • Part 1: Creating a Container Dashboard
  • Part 2: Capturing a SAQL Query and Testing it in the Bookmarklet
  • Part 3: Updating the Query with a Custom Calculation and Adding the Query to a Step’s Dashboard JSON
  • Part 4: Updating the Compact Form with the Custom Measure
  • Part 5: Enabling Faceting with Selections Bindings.

Module 9: Modifying Metadata in Lenses and Dashboards

• Overview of Extended Metadata (XMD)
• Backing Up and Uploading a Dataset’s XMD File
• Adding Quick Action Menus for Records in Wave