Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you’ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

When you complete this course, you will be able to:
Determine your user, data, and security requirements, and establish a development process.
Set up apps and control what users can do in Tableau CRM by assigning them licenses, permission sets, and app permissions.
Load external data to Tableau CRM.
Create and run dataflows to load Salesforce data, and join it with data from other datasets.
Understand and use Data Sync effectively.
Understand Recipes and Data Prep.
Understand and implement data security in Tableau CRM, and override security for implementation and testing.
Understand how filters on dashboards function and be able to use interactions when necessary.
Understand a dashboard’s JSON file.
Explain the process of dashboard queries and modify a query to meet specific analytic requirements.
Modify dataset metadata.

1

  • Discovery and Planning

  • Discovery Meeting
    Establishing Your Users and Development Process
2

  • Set Up Users and Apps

  • Overview of User Access on the Tableau CRM Platform
    Creating Tableau CRM Permission Sets
    Assigning Licenses and Permission Sets to Users
    Creating and Sharing Tableau CRM Apps
3

  • Connect Data

  • Overview of Connecting Data
    Data Mapping
    Overview of the Dataflow Process
    Designing a Dataflow
    Loading External CSV Data
    Creating Dataflows
    Optimizing Dataflows
    Running, Monitoring, and Scheduling a Dataflow
    Preparing Datasets with Recipes with Data Prep
    Data Connectors
    Additional Transformations
4

  • Data Security

  • Overview of Security in Tableau CRM
    Determining Security Requirements
    Overview of Using Predicate Filters
    Implementing Ownership-Based Row-Level Security
    Implementing Role-Based Row-Level Security
    Implementing Team-Based Row-Level Security
    Overriding Security for Implementation and Testing
    Sharing Inheritance
5

  • Extended Metadata in a Dataset

  • Overview of Extended Metadata (XMD)
    Updating Field Metadata
    Adding Quick Action Menus for Records in Tableau CRM
6

  • Dashboard Templates and Mobile Dashboards

  • Overview of Tableau CRM Dashboard Templates
    Overview of JSON for Dashboards
    Building a Dashboard Using a Template
    Optimizing Dashboards for a Mobile Device
7

  • Bindings in Dashboards

  • Understanding Filters in Lenses and Dashboards
    Multi-Dataset Dashboards
    Filters with Interactions
    Custom Queries
8

  • Query Modification

  • Overview of Modifying Queries
    Maximizing the Use of the Compare Table
    Salesforce Analytics Query Language (SAQL)
    SAQL Queries in a Tableau CRM Dashboard

Audience

This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in Tableau CRM. This course is also great for business analysts or developers interested in creating advanced dashboards.

Language

English

Prerequisites

While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.

$2,700

Length: 3.0 days (24 hours)

Level:

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