Trailhead
Free Online Course
English
15-16 hours worth of material
selfpaced
Overview
Learn how to set up Tableau CRM, bring in your data, and build apps that help your teams make great decisions.
- Get to know Tableau CRM by building and sharing a data exploration app.
- Bring your data into Tableau CRM and make it work for you.
- Create an end-to-end integration process to load and prepare data from different sources.
- Make magic happen with Analytics dashboards and the smarts of Einstein.
- Increase adoption and usability by making dashboards more dynamic andfocused.
- Set up Tableau CRM and enable features and security.
- Learn the principles of app design and apply them to build Tableau CRM apps.
- Create a personalized and engaging dashboard with SOQL and bindings.
- Use templates to distribute Tableau CRM apps to your partners and customers.
- Deliver Tableau CRM functionality wherever you work in Salesforce.
- Import a spreadsheet and create Tableau CRM charts. No code required.
- Use GeoJSON to extend the mapping capabilities of Tableau CRM.
- Use flag icons to create a stunning dashboard with Tableau CRM.
Syllabus
- Quick Start: Tableau CRM
- Sign Up for a Tableau CRM-Enabled Developer Edition Org
- Create an App and a Lens
- Create a Dashboard with a Conversational Query
- Apply Conditional Formatting and Annotate a Saved Dashboard View
- Tableau CRM Data Integration Basics
- Kick Off the Data Journey
- Extract External Data into Tableau CRM
- Extract Salesforce Data into Tableau CRM
- Prepare Your Data
- Integrate Local and Remote Data in Tableau CRM
- Review Your Data Requirements
- Load Your Local Sales Data
- Load and Prepare Your Remote Sales Data
- Prepare Your Combined Data in a Recipe
- Tableau CRM Dashboard Building Basics
- Build Powerful Dashboards Quickly with Analytics
- Add Key Metrics to Evaluate Your Business
- See the Big Picture with Charts and Get the Details with Tables
- Add Selectors That Allow Users to Filter the Dashboard Results
- Make Analytics Dashboard Widgets Interactive
- Take Analytics On the Go With Mobile Dashboards
- Build Advanced Tableau CRM Dashboards
- Take Analytics Dashboards to the Next Level
- Make Data Do the Talking with Conditional Highlights
- Engage Users with Animated Pages
- Use Bindings to Compare Data
- Tableau CRM Administration Basics
- Learn About Tableau CRM Setup
- Assign Permissions
- Select and Enable Tableau CRM Features
- Control Access and Secure Your Data
- Set Up Tableau CRM Apps
- Tableau CRM App Design
- Understand the Principles of Good Design
- Ask the Right Questions Before You Build Your App
- Create Features with Purpose
- Structure Your App
- Make Your App Look Great
- Customize a Dashboard with Tableau CRM Advanced Editor
- Sign Up for an Tableau CRM-Enabled Developer Edition Org
- Create a Templated Dashboard
- Set up a Salesforce Direct Query
- Build Dynamic Top-N Queries and Add a Greeting
- Tableau CRM App Template Development
- Get Started with Tableau CRM Templates
- Understand How Templates Work
- Explore Template Structure
- Make Your Template Smarter by Adding a Wizard
- Enhance Your Template With App Customization Features
- Embed a Tableau CRM Dashboard in Lightning Experience
- Deliver Tableau CRM Where People Work in Lightning Experience
- Embed a Tableau CRM Dashboard in a Home Page
- Embed an Tableau CRM Dashboard in an Account Page
- Filter an Embedded Dashboard
- Create a Product Pipeline Dashboard with Tableau CRM Charts
- Import a Spreadsheet into Tableau CRM
- Create a Dashboard and Add a Waterfall Chart
- Add a Map Chart
- Add a Pyramid Chart
- Create a Custom Map for Tableau CRM Charts
- Create the Dataset
- Work with GeoJSON and Create the Map
- Use a Bounding Box to Zoom In on Your Map
- Build a Gauge Chart in Tableau CRM That Visually Identifies Regional Data
- Upload Flag Images into Tableau CRM
- Modify and Upload Your Dataset
- Create a Lens Using a Polar Gauge Chart with Chart Icons
- Add the Chart to Your Dashboard
