Product: Salesforce Tableau CRM Training

Vistasparks Solutions67

Master Tableau CRM (formerly Einstein Analytics) with Real-Time Projects, Certification Prep & Career Support.

Unlock the power of Salesforce Data with Tableau CRM! 📊

Training is available from basic to advanced levels. Whether you’re an individual learner or a corporate client, we can tailor the course content to meet your specific needs. The training can also be scheduled at your own pace.

🎯 About Salesforce Tableau CRM Training

Salesforce Tableau CRM, previously known as Einstein Analytics, is a powerful analytics and business intelligence (BI) tool designed to work natively within the Salesforce ecosystem. It enables users to explore, visualize, and act on data from Salesforce and external sources with AI-driven insights.

At Vistasparks Solutions, our Salesforce Tableau CRM Training is designed to empower professionals, analysts, and Salesforce admins to create advanced dashboards, perform predictive analytics, and make smarter decisions—all inside Salesforce.


✅ Why Choose Vistasparks Solutions?

  • 🔴 Practical Salesforce Tableau CRM Training

  • 🧑‍🏫 Real-Time Industry Experts as Instructors

  • 📈 Project-Based Learning with Real-World Scenarios

  • 🎯 Certification Preparation & Interview Guidance

  • 🖥️ Flexible Learning: Self-Paced & Live Online Options

  • 💼 Resume Building, Job Assistance & Career Support


📚 Course Curriculum for Salesforce Tableau CRM Training

🧠 Module 1: Introduction to Tableau CRM

  • What is Tableau CRM (Einstein Analytics)?

  • Tableau CRM vs Traditional BI Tools

  • Use Cases in Sales, Service, Marketing, and Operations

🧩 Module 2: Tableau CRM Setup & Configuration

  • Enabling Tableau CRM in Salesforce

  • Navigation, User Access, and Permissions

  • Dataset Creation and Management

📊 Module 3: Data Integration & Dataflow

  • Working with Dataflows and Recipes

  • Loading Data from Salesforce Objects

  • External Data Integration (CSV, APIs, Connectors)

📈 Module 4: Creating Dashboards & Lenses

  • Building Lenses, Steps, and Widgets

  • Interactive Dashboards with Filters and Bindings

  • Using SAQL (Salesforce Analytics Query Language)

🤖 Module 5: Predictive Analytics & AI Integration

  • Einstein Discovery Overview

  • Creating Predictive Models

  • Data Stories and Recommendations

🧱 Module 6: Advanced Tableau CRM Features

  • Security Predicate and Row-Level Security

  • Custom Actions and Interactivity

  • Mobile Dashboards & Lightning Components

🛠️ Module 7: Tableau CRM Best Practices & Performance

  • Dashboard Optimization Techniques

  • Governance & Scalability

  • Real-World Use Cases and Challenges


🧪 Projects Included

  • Sales Pipeline Dashboard using Salesforce Opportunities

  • Service Metrics Dashboard with Case Analysis

  • Executive KPI Dashboard with External Data

  • Predictive Churn Analysis with Einstein Discovery


🎓 Certification & Career Support

  • Salesforce Tableau CRM Consultant Certification Prep

  • Mock Tests & Scenario-Based Interview Questions

  • Resume Building, Portfolio Projects, and Career Support


👩‍💻 Who Should Enroll?

  • Salesforce Admins & Developers 👨‍💻

  • Business Analysts & Data Professionals 📈

  • CRM Consultants & Project Managers 📊

  • Anyone looking to master Salesforce Analytics 💼


📅 Training Modes

  • 🖥️ Live Instructor-Led Online Training

  • 🏢 Corporate Training for Teams (Customized)

🚀 Individual Training Benefits of Salesforce Tableau CRM Training Offered by Vistasparks Solutions

📊 1. Master Salesforce Tableau CRM (formerly Einstein Analytics)

✔ Gain in-depth knowledge of the Salesforce Analytics platform, including datasets, lenses, dashboards, and dataflows.
✔ Understand how to derive business insights through interactive visualizations and AI-powered predictions.
✔ Learn to build intelligent, data-driven dashboards using Tableau CRM inside Salesforce.


🧠 2. Learn From Certified Experts & Real Projects

✔ Get trained by Salesforce-certified instructors with real industry experience.
✔ Work on hands-on projects, use cases, and assignments simulating real-world analytics challenges.
✔ Gain confidence with live labs and business datasets in Sales, Marketing, and Service Cloud scenarios.


💻 3. Enhance Technical & Business Analyst Skills

✔ Learn how to prepare and transform data using SAQL, Dataflows, Recipes, and Bindings.
✔ Bridge the gap between business and technology with dashboard storytelling and automation.
✔ Ideal for both functional analysts and technical professionals working with Salesforce data.


🎯 4. Boost Your Career in CRM Analytics

✔ Tableau CRM skills are in high demand for roles like:

  • Salesforce Data Analyst

  • Business Intelligence Consultant

  • CRM Reporting Specialist
    ✔ Stand out in your resume with certification-ready skills in analytics and dashboard development.


🛠 5. Real-Time Use Cases & Role-Based Learning

✔ Practice with real-world scenarios like:

  • Sales Pipeline Tracking

  • Customer Segmentation

  • Lead Conversion Analysis
    ✔ Get role-based training for Admins, Analysts, and Consultants.


📜 6. Certification & Career Guidance

✔ Prepare for Salesforce Tableau CRM and Einstein Discovery Consultant Certification.
✔ Access to mock tests, interview preparation, resume building, and 1:1 mentorship.
✔ Increase your chances of placement with our job assistance program.


🕒 7. Flexible Learning Options with Lifetime Access

✔ Choose from live instructor-ledself-paced sessions.
✔ Access project files, and reference materials for lifetime.
✔ 24/7 learner support for queries, doubts, and technical issues.


🌐 8. Connect to the Salesforce Ecosystem

✔ Become a part of the Salesforce ecosystem, with skills to work across CRM, analytics, and automation.
✔ Open doors to global opportunities in cloud analytics and data visualization.

🏢 Corporate Training Benefits for Salesforce Tableau CRM Training

Powered by Vistasparks Solutions 🚀

Salesforce Tableau CRM (formerly Einstein Analytics) enables data-driven decision-making with advanced analytics, AI insights, and real-time dashboards. At Vistasparks Solutions, our corporate training empowers teams with the skills to leverage Tableau CRM for sales forecasting, service optimization, and executive reporting—turning data into actionable business intelligence.


🔥 Key Benefits of Corporate Salesforce Tableau CRM Training

1️⃣ Boost Data Literacy Across Teams 📊

✔ Train sales, marketing, and service teams to build and interpret insightful dashboards.
✔ Promote a data-first culture for faster, smarter business decisions.

2️⃣ Tailored to Your Business Objectives 🎯

✔ Custom training modules based on your Salesforce implementation.
✔ Use your own org’s datasets for real-world relevance.

3️⃣ Maximize ROI on Salesforce Investments 💰

✔ Ensure your team fully utilizes Tableau CRM features like AI predictions, dataflows, and bindings.
✔ Reduce reliance on external analysts or BI tools.

4️⃣ Real-Time Dashboards & Analytics 🖥️

✔ Train on building dynamic dashboards, lenses, and SAQL queries.
✔ Automate pipeline analysis, revenue projections, and customer segmentation.

5️⃣ Empower Executives & Decision-Makers 🚀

✔ Enable leadership to access KPI dashboards with instant drill-downs.
✔ Create alerts and mobile-friendly analytics for on-the-go insights.

6️⃣ Cross-Team Collaboration Using Unified Data Views 🤝

✔ Merge data from multiple sources (Salesforce, ERP, external systems).
✔ Build one centralized view for marketing, finance, and operations.

7️⃣ Faster Onboarding for New Salesforce Users 🧑‍💻

✔ Get new team members up to speed on Salesforce and Tableau CRM analytics.
✔ Reduce training overhead with structured, reusable sessions.

8️⃣ Enhanced Data Security & Governance 🔐

✔ Learn how to manage row-level security, dataset permissions, and sharing settings.
✔ Maintain compliance and protect sensitive business data.


💼 Career Opportunities After Tableau CRM Training

  • Salesforce Tableau CRM Consultant

  • Business Intelligence Analyst (Salesforce)

  • Salesforce Data Visualization Developer

  • Einstein Analytics Specialist

  • CRM Data Analyst


📞 Enroll Now with Vistasparks Solutions!

Ready to supercharge your Salesforce skills with Tableau CRM?
Get hands-on experience, real-time projects, and certified by the best in the industry.

📲 Call/WhatsApp: +91-8626099654
📩 Email: contact@vistasparks.com
🌐 Webpage: Salesforce Training
🕒 Availability: Mon to Sun | Flexible Timings


🚀 Start Your Salesforce Analytics Journey Today with Vistasparks Solutions!

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