Salesforce Einstein Analytics

Salesforce Einstein Analytics Online Course Curriculum

Discovery & Planning

Topics include:

  • Discovery Meeting
  • Getting Logged In
  • Planning the Development

Setting UP Users & Apps

Topics include:

  • 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

Connecting Data

Topics include:

  • Overview of Connecting Data
  • Data Mapping
  • Overview of the Dataflow Process
  • Designing a Dataflow
  • Loading External CSV Data into a Dataset
  • Creating and Running a Dataflow
  • Combining Multiple Datasets in a Dataflow Using Transformations
  • Running, Monitoring, and Scheduling a Dataflow.

Security- Controlling Access To Data

Topics include:

  • 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.

Building Dashboards With Templates And Mobile Layouts

Topics include:

  • Overview of JSON for Dashboards
  • Updating the Dashboard JSON File from the lens.apexp Page
  • 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.

Filtering & Binding In Dashboards

Topics include:

  • 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.

Modifying Queries In Dashboards

Topics include:

  • 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.

Modifying Metadata In Lenses And Dashboards

Topics include:

  • 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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