Master Salesforce
CRM Analytics.
From your first dataset to deploying explainable predictions — learn the entire platform across two hands-on modules, with real SAQL and copy-paste examples.
- 2
- Modules
- 4
- Lessons
- 100%
- Free & open
- AI
- AI-ready
The Curriculum
Two modules, one clear path
Start at the top and work down — together they cover the whole pipeline, from raw data to a deployed prediction.
Foundations
What CRM Analytics is, how data becomes a secure dataset, and the building blocks of the platform.
- What Is CRM Analytics?
- Data & Datasets
Analytics & SAQL
Write SAQL queries, build interactive dashboards, and add predictions with Einstein Discovery.
- SAQL Queries
- Dashboards & Einstein
New here?
Begin with Foundations and follow the modules in order for a complete, guided learning path.
Start hereHow it fits together
From raw data to decisions
Learn to bring data together
Lessons walk you through connecting Salesforce, Snowflake, and files; scheduling syncs; and shaping everything into clean datasets with visual recipes.
Learn to explore and visualize
Practice writing SAQL and building lenses, then assemble fast, interactive dashboards with bindings, faceting, and drill-downs — all in your own free org.
Learn to predict what happens next
Follow guided exercises to train explainable Einstein Discovery models and surface predictions and recommendations right where your team works.
Outcomes
What you will be able to do
By the end you can deliver an end-to-end CRM Analytics solution — and prove it.
Integrate any data
Connect Salesforce and external sources, schedule reliable syncs, and keep datasets fresh.
Shape data with recipes
Join, aggregate, and clean raw data into trustworthy, well-modeled datasets.
Write real SAQL
Author queries by hand for advanced metrics, windowing, and dashboard interactivity.
Build dashboards
Design responsive, faceted dashboards with drill-downs and embedded Salesforce actions.
Deploy predictions
Train explainable Einstein Discovery models and surface predictions on records and in flows.
Prep for certification
Cover the skills measured by the CRM Analytics & Einstein Discovery Consultant exam.
Who it's for
Built for every role on the team
Analysts
Go from drag-and-drop reports to building datasets, SAQL, and dashboards that scale.
Admins
Set up the platform, manage security predicates, and roll analytics out safely.
Consultants
Design end-to-end solutions and prep for the certification with confidence.
Beginners
Start from CRM basics — no prior analytics experience required.
Everything you'll master
One curriculum, the whole platform
Resources
The best links, curated for you
Beyond the curriculum, we maintain a filterable library of official docs, Trailhead, SAQL references, communities, and tools.
Want to help build this? Contribute lessons and code, or support the project directly.
FAQ
Questions, answered
Is it really free?
Yes — every lesson is free and open source, with no sign-up required.
Do I need a Salesforce org?
A free Developer Edition org is enough to follow along with every lesson.
Do I need coding experience?
No. We start from CRM basics and introduce SAQL gradually, step by step.
Will this help me get certified?
The curriculum maps to the CRM Analytics & Einstein Discovery Consultant exam topics.
Showcase
Projects you can build
Real dashboards you can recreate as you learn — then share your own with the community.
Sales Pipeline Health
Track stages, win rate, and forecast in one interactive view.
Customer Churn Risk
Score accounts with Einstein Discovery and act before they leave.
Service KPIs
Case volume, CSAT, and resolution time for support teams.
Revenue by Region
Break revenue down geographically with drill-downs.
Rep Leaderboard
Rank performance with windowed SAQL and faceting.
Marketing ROI
Attribute pipeline to campaigns and measure return.
Ready to become a CRM Analytics pro?
Begin the curriculum today — it is free, open, and built to take you all the way to certified.