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Accelerate Tableau CRM with Apps

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Free Online Course: Accelerate Tableau CRM with Apps provided by Trailhead is a comprehensive online course, which lasts for 5-6 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
5-6 hours worth of material
Self Paced
Overview

  • Learn how out-of-the-box apps can help you go faster with Tableau CRM.

    • Discover Tableau CRM prebuilt apps and learn how to create them.
    • Put Sales Cloud data to work with the powerful dashboards of the Tableau CRM Sales app.
    • Get insights into your Service Cloud data with this prebuilt Tableau CRM for Service app.
    • Use a powerful prebuilt app to visualize your Salesforce event log data.

Syllabus

    • Tableau CRM Apps Basics
      • Accelerate Tableau CRM with Apps
      • Create Tableau CRM Apps
      • Set Up Tableau CRM App Licenses and Permissions
    • Tableau CRM for Sales App
      • Get Started with Tableau CRM for Sales
      • Create Sales Analytics Using the Wizard
      • Finalize Sales Analytics Creation
      • Use Sales Analytics to Get an Overview of Your Business
      • Get Insights on the Go with Sales Analytics on Mobile
    • Tableau CRM for Service App
      • Get Started with Service Analytics
      • Create Service Analytics Using the Wizard
      • Get a Head Start with Mobile Service Analytics
      • Use Service Analytics to Manage Your Team’s Case Load
    • Event Monitoring Analytics App
      • Get Started with Event Monitoring Analytics
      • Create an Event Monitoring Analytics App
      • Use Event Monitoring Analytics to Get Insights Into Your User Activity
      • Add More Data to Analytics Dashboards

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