01
CRM Analytics Foundations
What CRM Analytics is, how data becomes a secure dataset, and the building blocks of the platform.
10 lessonsStart module →
Free & open-source curriculum
Master Salesforce CRM Analytics
From your first dataset to deploying explainable predictions — learn the entire platform across six hands-on modules, with real SAQL and copy-paste examples.
- No sign-up
- 49 lessons
- Certification-aligned
sync.connect
Salesforce
Snowflake
CSV
Synced
Combine & sync your sources
- 49
- Lessons
- 42m
- Video
- 100%
- Free & open
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The Curriculum
Six modules, one clear path
Start at the top and work down — together they cover the whole pipeline, from raw data to a deployed prediction.
02
Setup & User Provisioning
Set up CRM Analytics the right way: provision users, assign licenses and permission sets, and configure the integration and security users.
8 lessonsStart module →
03
Creating Datasets
Get data into CRM Analytics and shape it: upload CSVs, build datasets with Dataset Builder and recipes, master grain and lookups, and combine sources into a final dataset.
10 lessonsStart module →
04
Lenses & Explorations
Explore a dataset without building a dashboard: work the lens/Explorer mode, switch between chart, table, and SAQL, and edit dataset field metadata so every chart inherits the right labels, colors, and formats.
8 lessonsStart module →
05
Designing Dashboards
Craft dashboards people actually use: conditional formatting, date toggles and faceting, image-rich tables, custom tooltips and chart markers, KPI micro charts, and links that carry filters between dashboards.
9 lessonsStart module →
06
Collaboration
Drive adoption with what the license already gives you: sharing, threshold notifications, annotations, exports, self-service exploration, saved views, subscriptions and watchlists, and in-widget onboarding videos.
10 lessonsStart module →
New here?
Begin with Foundations and follow the modules in order for a complete, guided learning path.
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How it fits together
From raw data to decisions
Dataset
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.
72%
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.
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.
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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.
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.