Salesforce Einstein Analytics & Discovery Consultant

 5 Days
Delivery Methods
 VILT    Private Group

A student in this class will learn how to design, build and support apps, datasets, dashboards and stories in Einstein Analytics and Discovery, including the data ingestion process, security and access implementations, and dashboard creation. This class is delivered by a senior instructor with many years of real world Salesforce experience. 


Upcoming Class Dates and Times

Feb 06  - Feb 10, 2023
9:00AM - 5:00PM Central
5 Days
Virtual Instructor Led

Who Should Attend

Administrator, Consultant, Architect, Sales Operations

Course Objectives

    The instructor will cover all the basic concepts within Einstein Analytics in addition to sharing real world experiences and best practices. The class presents a broad range of topics covering just about everything on which a student will be tested. These topics include but are not limited to: dataset management, permissions and security implementations, advanced Salesforce Analytics Query Language (SAQL) coding to support querying and JSON to support dashboard creation on desktop as well as mobile devices. As a participant in the class, each student will be given a practice learning environment to use during hands-on exercises during the class. The student will be able to use this learning environment indefinitely after the class without any additional fee.


1 - Day 1
  • Welcome & Introductions
  • Set Up a Practice Site
  • Einstein Analytics Overview
  • Setup the Analytics Platform
  • Security
  • Data Integration
2 - Day 2
  • Explore and Visualize Data
  • Dashboard Design
3 - Day 3
  • Imbed and Customize Analytics
  • Templates
  • Templated Apps
  • Service Analytics App
  • Dashboards
  • Custom App Creation
  • Limitations
  • Sales Analytics App
  • Dashboards
  • Custom App Creation
  • Limitations
4 - Day 4
  • Migration, Packaging, Distributing
  • Change Sets
  • Managed Packages
  • Analytics REST API
  • Einstein Discovery
  • Set up Discovery
  • Define a Use Case
  • Prepare Your Data
  • Stories
  • Explore Story Insights
5 - Day 5
  • Exam Prep
  • Practice Exam
  • Review Exam Prep Questions
  • Closing
  • Questions
  • Survey

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