Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) (Udemy.com)
Complete tutorial to make you expert in Salesforce CRM Analytics
Created by: Debasis Jena
Last updated April 2025
What you will learn
- Introduction to Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
- Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Integration with Salesforce
- Why Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
- Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Environment and Licenses
- Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)Permissions
- Navigating Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
- Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) Components
- Understanding Data Manager
- Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics)
- Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from CSV
- Getting Data into Salesforce CRM Analytics (Tableau CRM/Einstein Analytics) from Local Salesforce data
How it compares
Against the other 100 rated Udemy courses in Salesforce on CourseDuck:
- Rating4.6 out of 5higher than 68% of them
- Reviews798#61 of 101 by number of reviews
- Length11.5 hourslonger than 72% of them
- Last updatedApril 2025earlier than 53% of them
Course Description
Salesforce CRM Analytics/Einstein Analytics/Tableau CRM is a cloud-based business intelligence and visualization platform from Salesforce, designed to give you insights from your existing data.
It also provides predictions and recommendations by analyzing your Salesforce data and external data.
The data visualization is optimized for both web browser and mobile app. Salesforce CRM Analytics provide instant answers to key business questions, allowing users to get smarter about their customers.
Einstein Analytics can be embedded into your Sales Cloud or Service Cloud to empower your Salesforce users to explore dashboards and analyze data without the need to switch platforms.
This Salesforce CRM Analytics tutorial is designed to cover from scratch like how to get Free Account for CRM Analytics license, completing the setup, creating multiple datasets and dashboards. Also details discussion on Security in CRM Analytics. You can see multiple SAQL implementation and many more.
This course covers:
Introduction about Salesforce CRM analytics with its use case and advanatages
How can you crate your Own Analytics app easily from scratch
various ways to get the data from different sources to CRM Analytics platform
Easy way to crate your Dataset, data recipes and use of dataflow.
Exploring lenses to showcase the data
how can you build powerful and beautiful dashboard by using the dashboard editor
How can you do the mastery in SAQL
Applying security in Salesforce CRM Analytics.
Building analytics dashboards with multiple options
adding animation on your dasboard
and many more
This course is designed from very basic to advance level to make you expert in salesforce CRM Analytics/Einstein Analytics/Tableau CRM
Instructor Details
- 4.6 Rating
798 Reviews
Debasis Jena
Professionally salesforce Architect and part time trainer with 10+ years of experience. Implemented various complex project with reputed MNC and trained more than 15000+ students who are well settled in various organization. Area of training are Salesforce Admin, Salesforce Development, Salesforce Integration, Salesforce Lightning, Salesforce sales and service cloud, Salesforce lightning web component, Einstein Analytics and many more.
Delivers each session in different ways with all real time examples and scenarios.
Also you can connect with our student group - 'Debasis Jena Salesforce Student group'
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Reviews
By Tapani Ojala on 8/26/2026
Complex analytics topics were made simple, interesting, and easy to understand with well-structured material.
By Tristian Hoeger on 8/26/2026
This course is great for understanding Salesforce CRM Analytics because it includes a lot of real-world examples.
By Elijah Simons on 8/25/2026
An excellent training that offers useful methods for building effective Salesforce CRM Analytics dashboards.
By Msani Hassan on 8/23/2026
The structure of the course is excellent. It strikes an excellent mix between providing in-depth explanations of subjects and maintaining an inspiring tempo.
By Rachel Collins on 8/19/2026
Excellent content with practical demonstrations that made Salesforce CRM Analytics development much easier.
By Sheryl Wilkerson on 8/3/2026
Using useful real-world examples, the lecturer provided a comprehensive explanation of CRM Analytics functionalities.
By Kathryn Maurer on 6/24/2026
This course is excellent. I really like the break down of the different areas within salesforce such as the append and transform. The instructor is very good and I am so pleased that I am taking this course. The explanations of the charts, where things are, and especially SAQL) makes it easy to understand. Very pleased with this course.
By Lauryn Starnes on 6/14/2026
An ideal introduction to Einstein Analytics. Everything required to create reliable Tableau CRM dashboards is covered.
By Rachel Utley on 6/10/2026
Fantastic Tableau CRM course! Using Salesforce CRM Analytics to create dynamic dashboards was an amazing experience.
By Julia Mencaroni on 6/7/2026
Excellent tutorials for CRM Analytics! Here are some really excellent real-world examples that make use of Einstein Analytics.
Quality Score
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Overall Score : 92 / 100








