Accelerate Tableau CRM with Apps
Offered By: Salesforce via Trailhead
Course Description
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
Tags
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