Today understanding our clients’ needs is key to predict the next actions that will drive our business to success. Tableau CRM (Einstein Analytics) allows rediscovering our clients by analyzing, transforming, and comparing the data, not only inside our CRM but with external sources.
In this course you will understand this analytics platform’s capacity to design and set up dashboards that will make easier to take accurate strategic decisions.
You will learn the basics to design, configure, and optimize the tool, considering the best practices recommended by Salesforce, as well as other learnings acquired by our experts through real cases.
*Some pre-work might be needed based on your experience.
Course Highlights
Virtual or in-person
16 hours
Conducted by certified professionals
Course
Who is it for?
This course is aimed at developers and Salesforce administrators looking forward to unleashing Tableau CRM potential to create applications that facilitate the understanding, exploration, and knowledge of our organizations’ data.
Content & Methodology
- Overview
- Basic terminology
- Applications
- Dashboards
- Widgets
- Dataflows
- Nodes – transforming data
- Recipes
- Dataflows & Recipes updates
- External sources
- Bindings
- (Inherited) security
- Predicates
- SAQL
- Adoption
- Mobile devices
- Tips&Tricks
Master Salesforce with ISDI CRM
ISDI CRM is a joint project between ISDI and Salesforce to offer official training which will allow professionals to acquire the necessary technical and business skills to master Salesforce and boost their employability and competitiveness. Join our community.
Why ISDI CRM?
Salesforce Certifications for Business
Train your teams with the Salesforce certifications and personalized training based on your business goals.
Salesforce for businessThey already trust us
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