Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Accelerate Tableau CRM with Apps

Salesforce via Trailhead

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

Reviews

Start your review of Accelerate Tableau CRM with Apps

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.