Salesforce CRM Analytics Masterclass

Course Overview

Salesforce CRM Analytics previously called Tableau CRM and Einstein Analytics - is Salesforce’s native analytics platform for building secure, interactive dashboards directly inside your org. This masterclass takes you from zero to expert with a hands-on, portfolio-first approach: you’ll ingest data with Data Manager, prep it with Recipes and Dataflows, model it into Datasets, explore with Lenses, and ship beautiful, fast Dashboards that drive business outcomes. We’ll go beyond button-clicking into SAQL, bindings, row-level security (security predicates), and governance. Designed for freshers, admins, developers, consultants.

Target Audience

• Freshers / Admins who want job-ready analytics skills inside Salesforce
• Developers / Consultants who need SAQL, bindings, and embed patterns
• Business Analysts / RevOps who care about KPIs, experiments, and outcomes
• Architect-track learners who must design data, security, and governance right

What You’ll Learn

• Enable CRM Analytics, set up Data Manager, and plan sync/refresh strategy
• Build Recipes & Dataflows (augment, compute, schedule, incremental loads)
• Model clean Datasets with XMD, time intelligence & multi-currency basics
• Explore data with Lenses; design responsive Dashboards that perform
• Add interactivity with bindings, selectors, and actions (open record, run Flow)
• Write essential SAQL for top-N, windowing, and custom aggregations
• Implement row-level security (security predicates) & governance hygiene
• Use Dashboard Inspector to diagnose performance and query bottlenecks
• Embed analytics in Lightning (LWC/SDK) with context filters & events
• Ship a RevOps Command Center capstone (Leads→Opps→Bookings, SLAs, forecast deltas)
• Build a 12-artifact portfolio (one small ship per week) to prove your skills
• Map your learning to the CRM Analytics & Einstein Discovery Consultant exam