Einstein Analytics

Tableau CRM Essentials

Request more info

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

Location

Virtual or in-person

Schelude

16 hours

List

Conducted by certified professionals

Official
Course
Trailhead Academy Authorized Training Provider

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

Other courses that may interest you

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 business

"ISDICRM allows us to quickly gain a better understanding of Salesforce capabilities. We are now able to make a bigger impact on our clients"

Solutions for Companies

Ricardo Forcano, CIO

They already trust us

Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies
Solutions for Companies

Stay tuned!

Subscribe and stay tuned for the latest news and updates

We use our own and third-party cookies to improve our services by analyzing your browsing. If you continue browsing it will mean that you consent to its use. More information in our Cookies Policy more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close