Search
Cancel
Sign In

Build and Administer Tableau CRM

Go to class
Write Review

Free Online Course: Build and Administer Tableau CRM provided by Trailhead is a comprehensive online course, which lasts for 15-16 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
15-16 hours worth of material
Self Paced
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 and focused.
    • 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

← Prev Next →
0, based on 0 Course votes at GetYourEducation

Start your review of Build and Administer Tableau CRM

Add review ->
Related courses by Level

Accounting for Mergers and Acquisitions: Foundations

Intermediate
Provider: Coursera
Language: English

Advanced Topics in Derivative Pricing

Intermediate
Provider: Coursera
Language: English

Assisting Public Sector Decision Makers With Policy Analysis

Intermediate
Provider: Coursera
Language: English

Creating and Capturing Mixed Reality

Intermediate
Provider: Kadenze
Language: English

Docker. Basics

Intermediate
Provider: Coursera
Language: English

Natural Language Processing and Capstone Assignment

Intermediate
Provider: Coursera
Language: English
Browse by subject
Browse by provider
Browse by university
Browse by institution
College Rankings