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Trailhead

Build and Administer Tableau CRM

Salesforce via Trailhead

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

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