Salesforce Tableau CRM

Name: Salesforce Tableau CRM
Rating: 3.6 (12 reviews)

Become expert from novice to expert

Created bySumit Goyal

Last updated 8/2022

English

English [Auto],

What you'll learn

Fundamentals to Advanced Data Visualization techniques and method using Tableau CRM
Data transformation using Dataflow and Dataset Recipe, ability to combine data from multiple data sources
Choosing the right Visualization for the right problem
Data exploration using lenses, Dashboards, Einstein Discovery Stories

Course content

1 section • 17 lectures • 14h 20m total length

Tableau CRM Introduction , Setting up practice environment51:39
Explore Tableau CRM and Einstein Analytics, set up a trial or developer account, connect data sources, transform data with data flows or recipes, and build lenses and dashboards for insights.
Setting up Custom Analytic app, Loading data from CSV into Tableau CRM1:04:29
Learn to set up a Tableau CRM analytics app, upload CSV datasets (not live), define dimensions and measures for KPIs, and visualize with lenses while managing private and shared apps.
Create multiple dimension chart , add Filters and create Dual Axis chart54:45
Learn to create multi-dimension charts, apply filters, and build dual-axis visuals in Salesforce Tableau CRM, including grouping, drill-down, and chart markers.
Create Line trend chart, Reference lines , Gauge Charts (Polar,Bullet)1:00:18
Explore creating and formatting diverse charts in Tableau CRM—line, timeline, gauge (god), donut, Sankey, origami, funnel, waterfall, scatter—plus data transformation, datasets, data flows, and reference lines.
Create waterfall chart, Value Table implementation and customization1:05:43
Explore creating a waterfall chart using a dataset, with step-by-step customization for value tables, compare tables, and pivot tables in Salesforce Tableau CRM; learn data preparation, ordering, and running totals.
Compare table and Pivot table introduction , working with formulas52:25
Explain the differences between value table, compare table, and pivot table in Salesforce Tableau CRM, and apply running totals, percentage of group, period over period, and change from previous formulas.
Setting up custom dataflow and loading data from Salesforce using dataflow49:23
Applying transformation on CSV dataset using custom Dataflow57:51
Apply transformations to csv datasets in Salesforce Tableau CRM using a custom data flow; connect csv and Salesforce data, create derived fields, and filter or drop fields to shape datasets.
Compute Relative transformation introduction and implementation12:11
Recipe: Custom transformation using Recipe52:31
Explore dataset recipes in Salesforce Tableau CRM to perform transformations, filters, splits, date extraction, custom formulas, bucketing, and flexible joins (lookup, left, inner, outer) with outputs.
Append transformation using Recipe, Dashboard Introduction and configuration51:56
Append data with dataset recipes, perform joins and transformations, fill nulls, and configure dashboards in Salesforce Tableau CRM, including lenses and templates.
Difference between List and Global Filters, Add Toggle widget on a dashboard45:52
Configure connected data source , Salesforce live connection on dashboard47:02
Bindings in Einstein Analytics dashboard- How to perform selection binding57:44
Learn to create and bind static queries in Salesforce Tableau CRM dashboards to drive filters across widgets, using selection binding and result binding via advanced editor or JSON.
Selection binding dashboard, apply filters and change chart dynamically49:11
Result binding on Einstein analytics dashbaord47:15
Demonstrates result binding in Einstein analytics dashboards, differentiating it from selection binding, and shows how to bind widgets via the advanced editor with dynamic subcategory filters.
Create a custom donut chart to display country flag in center40:40
Create a polar god chart and display country flags at the center using result binding, first function, and image URLs in Salesforce Tableau CRM.

Requirements

Basic Database knowledge and SQL
Experience in Salesforce applications

Description

Salesforce Einstein Analytics(Tableau CRM) helps to perform the ETL process on data from disparate data sources like Relations database, Flat files, Cloud Database, and many more. In this training program you will be going to learn how to customize JSON and SAQL to process business requirements along with Security implementation, creating lenses, dashboard, story, Dataset recipe, and implementing data transformation using dataflow.

Analytics solves the challenge of combining customer data information to answer key questions. A game-changer technology driven by Salesforce is called Analytics Einstein now known as Tableau CRM. You can create dashboards to continually monitor key business metrics based on the latest data. The instant visualization tool shows how your business is doing, and even you can see the future, and what the coming months might bring. It enables users to get immediate access to powerful data insights through its intuitive point-and-click visual interface. It is useful to send various CRM updates to its clients using a cloud platform. The Einstein Analytics Salesforce Training includes a collection of AI technologies. Stakeholders can get the answers from their valuable customer data in order to run your business.

This course will make you master in usage of advanced cloud features of Tableau CRM.

Who this course is for:

Data Scientists, Business Intelligence Professionals, Testing Professional
Statisticians, Business Analysts, Project Managers
Data Visual Analysts Functional Experts