Salesforce Einstein Analytics Training

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Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Salesforce Einstein Analytics Training Course Overview

Einstein Analytics is a cloud-based business intelligence and visualization platform that is designed to give an in-depth knowledge of extracting information from existing data. It helps the professionals in visualizing data for both web browsers and mobile apps. We, Multisoft Systems, are offering Salesforce Einstein Analytics Training to give basic to advance level knowledge of Salesforce Einstein Analytics. In the successful completion of this course, you will also become an expert in providing predictions and recommendations by analyzing Salesforce data and external data.

Designed for the Salesforce Admins, Salesforce Analysts, and Salesforce Developers, this hands-on course is designed from very basic to advance level to make you an expert in Salesforce Einstein Analytics. It will teach you a lot of things, including Environment, Licenses, Navigating Einstein Analytics, Einstein Analytics Permissions, and Einstein Analytics Components. You will also become efficient in dealing with Einstein Analytics App. Book your free DEMO Today!

Salesforce Einstein Analytics Course Objective
  • 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?
Salesforce Einstein Analytics Online Training
  • Recorded Videos After Training
  • Digital Learning Material
  • Course Completion Certificate
  • 24x7 After Training Support
Salesforce Einstein Analytics Target Audience
  • Salesforce Admin
  • Salesforce Developers
  • Salesforce Analysts
Salesforce Einstein Analytics Course Prerequisites
  • A basic level knowledge of salesforce
Salesforce Einstein Analytics Course Certification
  • Multisoft Systems will provide you with a training completion certificate after completing the Salesforce Einstein Analytics Training.

Instructor-led Training Live Online Classes

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May, 2024 Weekdays Mon-Fri Enquire Now
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Salesforce Einstein Analytics Training Course Content

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


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Salesforce Einstein Analytics Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Salesforce Einstein Analytics Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.

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Customized Training

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements


Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

360º Learning Solution

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Learning Assessment

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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