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Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM (ANC201)

4.6 out of 5 rating

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1 Days

6 CPD hours

About this course

This course is aimed at users with the Tableau CRM license who need to build effective lenses and dashboards for their business users to explore their data. It may also be of interest to users who are connecting and integrating this data, to understand how it is used in the lens and dashboard building process.


Build and manage apps in Tableau CRM
Design a dashboard based on requirements, and create a dashboard template
Create and add lenses to build a dashboard
Optimize a dashboard for mobile use


Ready to start building in Tableau CRM In this course, you ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You ll learn how to build lenses and add them into your dashboards using the Tableau CRM Dashboard Designer. Once you ve created a dashboard, you ll also learn how to optimize the dashboard for mobile. Finally you ll also learn how to organize your lenses and dashboards using apps and ensure that only the right users have access to them.Looking for Tableau classes' Check out the Tableau catalog here.

Managing Apps, Lenses, Dashboards, and Datasets
  • Overview of building and managing apps
  • Building an app
  • Manage apps, lenses, dashboards, and datasets
Designing a Dashboard and Creating a Template
  • Dashboard Building Overview
  • Designing a Dashboard
  • Create a dashboard template
Building a Dashboard
  • Building a Dashboard
  • Adding Charts, Tables, and KPIs to a Dashboard
  • Adding Filters to a Dashboard
Modify a Dashboard for Mobile
  • Translating Desktop Dashboards to a Mobile Device
  • Creating/Updating Mobile Dashboard Layouts
Additional course details:

Nexus Humans Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM (ANC201) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM (ANC201) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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