Learn CRM Analytics Through Video

Sometimes it’s easier to understand how things work when you see them in action. Check out these video playlists for all areas of CRM Analytics. Video playlists are available in Help Menus, and most videos are also available from in-app video icons in context throughout CRM Analytics.

All videos are in English.

• CRM Analytics Studio Home Page Series

  Learn your way around the CRM Analytics Studio home page, and get to know basic dashboard operations, favorites, sharing, and more.

• Navigate CRM Analytics Dashboards Series

  Learn your way around CRM Analytics dashboards, and get to know conversational exploration, notifications, annotations, and more.

• Einstein Analytics Explorer Series

  Learn to uncover data insights in CRM Analytics using conversational queries, compare tables, SAQL editor, and more.

• Build Interactive CRM Analytics Dashboards Video Series

  Learn the basics of building CRM Analytics designer dashboards, including information about widget types, building steps, creating dashboards from templates, generating custom layouts for different devices, and making dashboards interactive with faceting and bindings.

• Einstein Analytics Data Manager Series

  Gain access to data inside and outside Salesforce with connections. If needed, prepare the data before loading it into CRM Analytics datasets. Data preparation is the process of transforming your data into a form that’s meaningful and valuable to the people consuming it.

• Einstein Analytics Recipe Editor Series

  Recipes are a great way to prepare data in CRM Analytics, but where do you start? Join us for a quick tour of where the magic happens: the recipe editor, also known as "Data Prep." Learn how to set up your data preview, transform fields with smart suggestions, and get intelligent insights about your data with the column profile.

• Getting Started series
  • Getting Started: Bring in Data
  • Getting Started: Explore Data
  • Getting Started: Build an App
• Training Video Series
  • Full product walkthroughs: CRM Analytics Training Seminars
  • Use cases and best practices: CRM Analytics Learning Days Webinars