YoVDO

Accelerate Tableau CRM with Apps

Offered By: Salesforce via Trailhead

Tags

Salesforce Courses Data Visualization Courses Tableau Courses Data Analytics Courses Sales Analytics Courses

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

Related Courses

Accelerate Your Sales Team with High Velocity Sales
Salesforce via Trailhead
Achieve Advancement Goals with Education Cloud
Salesforce via Trailhead
Achieve Your Goals with Salesforce Customer Success
Salesforce via Trailhead
Administer a Salesforce B2C Commerce Site
Salesforce via Trailhead
Learn Admin Fundamentals in Marketing Cloud
Salesforce via Trailhead