Einstein Analytics

Tableau CRM Essentials

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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

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Enable your teams with customized learning programs aligned with your business goals.

Accelerate your team´s success

"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

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