Salesforce Einstein Training

Salesforce Einstein training covers concepts from the Basic level to the advanced level.  Whether you are an individual or corporate client we can customize training course content as per your requirement.  And can arrange this Salesforce Einstein training at your pace.

Salesforce Einstein AI will increase the lead conversion ratio. It can predict the chance of converting the particular lead. It will suggest the best possible way of email communication with the client. Salesforce Einstein AI  can suggest which article and replies can resolve service cases.

A complete personalized experience for buyer is possible now. Einstein AI with the help of purchasing data, browser history can tell which channel, content, product, the message will impress the buyer. It can also suggest a time of interaction with the buyer.

Einstein AI can actually research all data whether available in Salesforce or outside of it. And can tell why a certain product fails and why others performed well.  Einstein AI provides next strategy to employees of the organization.  Based on the intents, interests, or past behaviours of customer it suggests tailor-made offer.

Einstein AI can actually automate the workflow. It helps in reducing manual entries of data by directly capturing critical info like contact info, email, calendar events etc. It resolves issues at a faster pace with less agent intervention.

Complete Customization of Salesforce Einstein training’s course content is possible for Individual students and for Corporate.  Salesforce Einstein online training is available for individuals and for corporate we may arrange the classroom as well. For more information on Salesforce Einstein training do connect us.

Our Salesforce Einstein certified expert consultant will teach on a real-time scenario-based case study and can provide study material and ppt. We will help you to clear your Salesforce Einstein training certification by providing you with proper guidance. For more details kindly contact us.

When it comes to Salesforce Einstein Corporate Training, we can say proudly that we have received excellent feedback and appreciation from our corporate clients across the globe. You can reach us for Salesforce Einstein corporate training and we can even customize the training content as per your requirement.

 Few of the clients we have served across industries are:

DHL | PWC | ATOS | TCS | KPMG | Momentive | Tech Mahindra | Kellogg's | Bestseller | ESSAR | Ashok Leyland | NTT Data | HP | SABIC | Lamprell | TSPL | Neovia | NISUM and many more.

MaxMunus has successfully conducted 1000+ corporate training in Bangalore / Bengaluru, India, Finland,  Sweden, Germany, USA, UK, Netherlands, Ireland, Austria, Israel, Singapore, Australia, Canada, Denmark, Belgium, Poland, Hong Kong, Qatar, Saudi Arabia, Oman, Denmark, Bahrain, JAPAN, South Korea, UAE, Switzerland,  Kuwait,  Spain, United Kingdom, Russia, Czech Republic, China, Belarus, Luxembourg

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Course Information

Salesforce Einstein Course Duration:  20 -25 Hours

Salesforce Einstein Training Timings:  Weekdays 1-2 Hours per day (or) Weekends: 2-3 Hours per day

Salesforce Einstein Training Method:  Online/Classroom Training

Salesforce Einstein Study Material:  Soft Copy

Course Content

Salesforce Einstein Course Content

Discovery and Planning

·         Discovery Meeting

·         Getting Logged In

·         Establishing Your Users and Development Process

 Setting Up Users and Apps

·         Overview of User Access on the Einstein Analytics Platform

·         Creating Einstein Analytics Permission Sets

·         Assigning Permission Set Licenses and Permission Sets

·         Creating and Sharing Einstein Analytics Apps

Connecting Data

·         Overview of Connecting Data

·         Data Mapping

·         Overview of the Dataflow Process

·         Designing a Dataflow

·         Loading External CSV Data into a Dataset

·         Creating and Running a Dataflow

·         Optimizing Data flows

·         Running, Monitoring, and Scheduling a Dataflow

·         Preparing Data with Dataset Recipes

·         Additional Data Flow Transformations

Securing Your Data

·         Overview of Security in Einstein Analytics

·         Determining Security Requirements

·         Overview of Using Predicate Filters with Salesforce Data

·         Implementing Ownership-Based Row-Level Security

·         Implementing Role-Based Row-Level Security

Securing Your Data (continued)

·         Implementing Team-Based Row-Level Security

·         Overriding Security for Implementation and Testing

Building Dashboards with Templates and Mobile Apps

·         Overview of Einstein Analytics Dashboard Layout Templates

·         Overview of JSON for Dashboards

·         Building a Dashboard Using an Existing Layout

·         Translating Browser Dashboards to a Mobile Device

·         Creating/Updating Mobile Dashboard Layouts

Connecting Data Sources, Results and Selection Bindings

·         Limitations of Filters in Lenses and Dashboard in the UI

·         Creating a Dynamic Top-N Filter

·         Optimize a Multi-Dataset Dashboard by Connecting Data Sources

·         Creating a Dynamic Filter with Results Binding

·         Dynamically Adjust a Chart with Static Steps

Modifying Queries in Dashboards

·         Creating a YoY Growth Dashboard

·         Creating a Sales Delta Dashboard

·         Overview of Modifying Queries in a Dashboard

·         SAQL Overview

·         Add an External Salesforce Object to an Einstein Analytics Dashboard

Using Extended Metadata in a Dataset

·         Overview of Extended Metadata (XMD)

·         Backing Up and Uploading a Dataset’s XMD File

       ·         Adding Quick Action Menus for Records in Einstein Analytics


Customize Salesforce Einstein Course Content as per Individual’s project requirement.

Our Individual Salesforce Einstein Training program will help employees to start working on the project from day one after the Salesforce Einstein training completion.

Industry-Specific Subject Matter Experts to provide corporate level Salesforce Einstein online training to individuals.

Flexibility to choose a schedule for the individual’s to take Salesforce Einstein online training courses.

Get the Flexibility to learn at your own pace. A Crash course option is also available for the Salesforce Einstein course.

Flexibility to select a trainer and have a live video session with the trainer before Salesforce Einstein training actually starts.

MaxMunus will provide Salesforce Einstein Course Completion Certificate to the participants who are recognized by the industry. It will add value to the corporate workforce.

MaxMunus will help the participants understand the Salesforce Einstein certification training exam process.

MaxMunus will provide a step-by-step progress assessment of yours.


Customization of Course Content as per Companies project requirement.

Our Corporate Training program will help employees to start working on the project from day one after the training completion.

Industry Specific Subject Matter Experts to provide corporate training.

Flexibility to choose Location, Mode and Schedule for corporate training courses.

Flexibility to select corporate trainer and have live video session with trainer before training actually start.

MaxMunus will provide Course Completion Certificate to the participants which are recognized by the industry. It will add value to the corporate workforce.

MaxMunus will help the participants in understand the certification exam process.

MaxMunus will provide step-by-step progress assessment of employees.


FAQs for Salesforce Einstein Training:

Q. Is it worth joining Salesforce Einstein Training at MaxMunus?

Ans: We have pools of Industry-Specific Subject Matter Experts (Salesforce Einstein trainers) having an average experience of more than 13 years. They share real-time implementation challenges, case studies and provide soft copies of study material. Which will make you project ready after completion of the Salesforce Einstein course. Our USP is Customized Salesforce Einstein Training agenda and 1 to 1 session for individuals and corporate. Step-by-step progress assessment and Salesforce Einstein Certification tips will be provided.

Q. What are the Delivery Modes for Salesforce Einstein Training?

Ans. For Corporate Client, we provide Salesforce Einstein Training via Online Instructor-led live training or in Classroom in your Campus or in my Campus. Individual Salesforce Einstein Training will be provided through Online Instructor-led live training. For Group Classes classroom and online both options will be available.

Q. Do you provide a Job Guarantee after completion of Salesforce Einstein training?

Ans. Apparently, no. Our Industry-Specific Subject Matter Experts (Salesforce Einstein trainers) will make you project-ready as they will be sharing real-time implementation challenges, case studies and provide soft copies of study material. Our Guarantee is High-Level Quality of Salesforce Einstein Training, which will make you employable. Yes we do assists with Resume Building, Mock Interview and sharing the open positions in Salesforce Einstein across the world.

Q. Do you provide Salesforce Einstein Training in International languages apart from English?

Ans. Mostly Salesforce Einstein Training happened in English. We can arrange Salesforce Einstein Training in other International Languages also based on Demand.

Q. Can I cancel my enrollment? Do I get a refund?

Ans. Our Quality of Salesforce Einstein Training is very high normally this does not happen. If you have time availability issues you can come again anytime in your life and take up the training in the same module or different module. Your money will always be safe. Still because of some unseen reason you want to cancel enrollment then yes it is possible. We will deduct the admin cost and refund the remaining money.

Q. Is this live Salesforce Einstein training or pre-recorded session.

Ans. Salesforce Einstein Training will be Live Instructor-led Online Training.

Q. I want to know more about the Salesforce Einstein training program. Whom should I contact?

Ans. Please join our Live Chat for instant support, call us, or Request a Call Back to have your query resolved.

Q. Can I attend a demo session before enrollment?

Ans. You can be confident and join us without a demo. As ours Industry-Specific Subject Matter Experts make sure quality of the training to be very high. However, we will connect you to a Salesforce Einstein trainer to fix the Salesforce Einstein training agenda as per individuals and corporate client requirements.

Q. How to Join Salesforce Einstein Training immediately?

Ans. Kindly drop an email to We will assist you.

Q. Do you provide Salesforce Einstein Course Completion Certificate?

Ans Yes we do.

Q Do you provide Crash Courses in Salesforce Einstein at a fast pace?

Ans. Yes, we do.

Q Do you have a 1-on-1 mentorship session for Individuals.

Ans. Yes, we do have.

Q. Can you provide customized project-oriented Corporate Salesforce Einstein Training?

Ans. Yes, we have expertise in it. In fact, we are considered as one of the top Salesforce Einstein Training solutions provide across most of the top fortune 500 companies.

Q. Who are your trainers and what is the vetting process?

Ans. We have pools of Industry-Specific Subject Matter Experts (Salesforce Einstein trainers) having an average experience of more than 13 years. They have done a good number of implementation projects.  Trainers are tested on their technical ability, English proficiency, communication skills, and behavioral skills.

Q. What are the Levels of Salesforce Einstein courses you offer? Any possibility for Advance customized concepts?

Ans. We offer Foundation, Intermediate and Advanced Levels. Yes, we will be happy to assist you with Advance concepts in Salesforce Einstein training as per your requirement.

Q.  More Questions?

Ans. Kindly drop mail to

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