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Salesforce Implement and Manage Tableau CRM (ANC301)

4.6 out of 5 rating

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Duration

3 Days

18 CPD hours

About this course

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.

Overview

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.

Description

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.

Discovery and Planning
  • Discovery Meeting
  • Establishing Your Users and Development Process
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
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
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
Extended Metadata in a Dataset
  • Overview of Extended Metadata (XMD)
  • Updating Field Metadata
  • Adding Quick Action Menus for Records in Tableau CRM
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
Bindings in Dashboards
  • Understanding Filters in Lenses and Dashboards
  • Multi-Dataset Dashboards
  • Filters with Interactions
  • Custom Queries
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
Additional course details:

Nexus Humans Salesforce Implement and Manage Tableau CRM (ANC301) 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 Implement and Manage Tableau CRM (ANC301) 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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