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Trailhead

Explore with Tableau CRM

Salesforce via Trailhead

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Overview

Navigate and personalize Tableau CRM, and explore data on desktop and mobile.
  • Uncover new insights from your business data using Tableau CRM.
  • Find your way around dashboards and drill in to get the insights you need.
  • Learn best practices for exploring data on your desktop.
  • Get ready to explore your company's data from your mobile device.

Syllabus

  • Tableau CRM Basics
    • Start Exploring Tableau CRM
    • Get to Know Your Tableau CRM Home
  • Tableau CRM Dashboard Navigation
    • Get Started with Tableau CRM Dashboards
    • Personalize Your Tableau CRM
    • Collaborate with Tableau CRM
  • Tableau CRM Desktop Exploration
    • Become a Data Explorer
    • Analyze Your Data Over Time
    • Calculate with the Compare Table
  • Tableau CRM Mobile Exploration
    • Become a Mobile Data Explorer
    • Explore Insights on the Go

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