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Take your Tableau CRM skills to the next level. In this expert-led course, you'll learn how to develop and implement a Tableau CRM environment that includes both Salesforce and non-Salesforce data. You'll be guided through Tableau CRM features and settings, setting up users, loading and transforming data, data security, and modifying queries to customize dashboards so you can work more efficiently, spot trends, and predict results faster.
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Course Contents
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- Discovery and Planning
- Set Up Users and Apps
- Connect Data
- Data Security
- Extended Metadata in a Dataset
- Dashboard Templates and Mobile Dashboards
- Bindings in Dashboards
- Query Modification
You will receive the original course documentation by Salesforce as an e-book.
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Target Group
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This course 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.
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Knowledge Prerequisites
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Prepare for the course with this Salesforce Trailmix.
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Course Objective
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You will learn how to determine user, data, and security requirements, control apps, load and link data, use Data Sync, Recipes, and data security, filter dashboards, understand JSON structures, customize queries, and change metadata from data records.
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Classroom training
- Do you prefer the classic training method? A course in one of our Training Centers, with a competent trainer and the direct exchange between all course participants? Then you should book one of our classroom training dates!
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Online training
- You wish to attend a course in online mode? We offer you online course dates for this course topic. To attend these seminars, you need to have a PC with Internet access (minimum data rate 1Mbps), a headset when working via VoIP and optionally a camera. For further information and technical recommendations, please refer to.
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Tailor-made courses
-
You need a special course for your team? In addition to our standard offer, we will also support you in creating your customized courses, which precisely meet your individual demands. We will be glad to consult you and create an individual offer for you.
You can find the complete description of this course with dates and prices ready for download at as PDF.-
Take your Tableau CRM skills to the next level. In this expert-led course, you'll learn how to develop and implement a Tableau CRM environment that includes both Salesforce and non-Salesforce data. You'll be guided through Tableau CRM features and settings, setting up users, loading and transforming data, data security, and modifying queries to customize dashboards so you can work more efficiently, spot trends, and predict results faster.
-
Course Contents
-
- Discovery and Planning
- Set Up Users and Apps
- Connect Data
- Data Security
- Extended Metadata in a Dataset
- Dashboard Templates and Mobile Dashboards
- Bindings in Dashboards
- Query Modification
You will receive the original course documentation by Salesforce as an e-book.
-
Target Group
-
This course 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.
-
Knowledge Prerequisites
-
Prepare for the course with this Salesforce Trailmix.
-
Course Objective
-
You will learn how to determine user, data, and security requirements, control apps, load and link data, use Data Sync, Recipes, and data security, filter dashboards, understand JSON structures, customize queries, and change metadata from data records.
-
Classroom training
- Do you prefer the classic training method? A course in one of our Training Centers, with a competent trainer and the direct exchange between all course participants? Then you should book one of our classroom training dates!
-
Online training
- You wish to attend a course in online mode? We offer you online course dates for this course topic. To attend these seminars, you need to have a PC with Internet access (minimum data rate 1Mbps), a headset when working via VoIP and optionally a camera. For further information and technical recommendations, please refer to.
-
Tailor-made courses
-
You need a special course for your team? In addition to our standard offer, we will also support you in creating your customized courses, which precisely meet your individual demands. We will be glad to consult you and create an individual offer for you.
You can find the complete description of this course with dates and prices ready for download at as PDF.