Skip to content
UdemySalesforcePaid courseAll LevelsCertificate

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

icon
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

icon
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

icon
Udemy Discount

The discount is applied through our link. Open the course from here and Udemy's current promotional price is applied at checkout on most courses, no code to type.

Some courses are excluded from Udemy's promotions. If the price does not drop, clear your browser cookies and use the button again.

icon
Instructor Details

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'


icon
More courses by Debasis Jena

$69.99

$11.99

icon
More Salesforce courses

$124.99

$84.99

$74.99

$19.99

$13.99

$79.99

icon
Reviews

4.6

798 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

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.

Showing all 10 reviews on CourseDuck

Read all 798 reviews on Udemy

icon
Quality Score

No CourseDuck member has rated this course yet. Taken it? Give each part a thumbs up or down.

Content Quality
/
Video Quality
/
Qualified Instructor
/
Course Pace
/
Course Depth & Coverage
/

Overall Score : 92 / 100