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Trailhead

Accelerate Tableau CRM with Apps

Salesforce via Trailhead

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Overview

Learn how out-of-the-box apps can help you go faster with Tableau CRM.
  • Discover Tableau CRM prebuilt apps and learn how to create them.
  • Put Sales Cloud data to work with the powerful dashboards of the Tableau CRM Sales app.
  • Get insights into your Service Cloud data with this prebuilt Tableau CRM for Service app.
  • Use a powerful prebuilt app to visualize your Salesforce event log data.

Syllabus

  • Tableau CRM Apps Basics
    • Accelerate Tableau CRM with Apps
    • Create Tableau CRM Apps
    • Set Up Tableau CRM App Licenses and Permissions
  • Tableau CRM for Sales App
    • Get Started with Tableau CRM for Sales
    • Create Sales Analytics Using the Wizard
    • Finalize Sales Analytics Creation
    • Use Sales Analytics to Get an Overview of Your Business
    • Get Insights on the Go with Sales Analytics on Mobile
  • Tableau CRM for Service App
    • Get Started with Service Analytics
    • Create Service Analytics Using the Wizard
    • Get a Head Start with Mobile Service Analytics
    • Use Service Analytics to Manage Your Team’s Case Load
  • Event Monitoring Analytics App
    • Get Started with Event Monitoring Analytics
    • Create an Event Monitoring Analytics App
    • Use Event Monitoring Analytics to Get Insights Into Your User Activity
    • Add More Data to Analytics Dashboards

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