Build and Administer Tableau CRM

Learn how to set up Tableau CRM, bring in your data, and build apps that help your teams make great decisions.

• Get to know Tableau CRM by building and sharing a data exploration app.
• Bring your data into Tableau CRM and make it work for you.
• Create an end-to-end integration process to load and prepare data from different sources.
• Make magic happen with Analytics dashboards and the smarts of Einstein.
• Increase adoption and usability by making dashboards more dynamic and focused.
• Set up Tableau CRM and enable features and security.
• Learn the principles of app design and apply them to build Tableau CRM apps.
• Create a personalized and engaging dashboard with SOQL and bindings.
• Use templates to distribute Tableau CRM apps to your partners and customers.
• Deliver Tableau CRM functionality wherever you work in Salesforce.
• Import a spreadsheet and create Tableau CRM charts. No code required.
• Use GeoJSON to extend the mapping capabilities of Tableau CRM.
• Use flag icons to create a stunning dashboard with Tableau CRM.

• Quick Start: Tableau CRM
• Sign Up for a Tableau CRM-Enabled Developer Edition Org
• Create an App and a Lens
• Create a Dashboard with a Conversational Query
• Apply Conditional Formatting and Annotate a Saved Dashboard View
• Tableau CRM Data Integration Basics
• Kick Off the Data Journey
• Extract External Data into Tableau CRM
• Extract Salesforce Data into Tableau CRM
• Prepare Your Data
• Integrate Local and Remote Data in Tableau CRM
• Review Your Data Requirements
• Load Your Local Sales Data
• Load and Prepare Your Remote Sales Data
• Prepare Your Combined Data in a Recipe
• Tableau CRM Dashboard Building Basics
• Build Powerful Dashboards Quickly with Analytics
• Add Key Metrics to Evaluate Your Business
• See the Big Picture with Charts and Get the Details with Tables
• Add Selectors That Allow Users to Filter the Dashboard Results
• Make Analytics Dashboard Widgets Interactive
• Take Analytics On the Go With Mobile Dashboards
• Build Advanced Tableau CRM Dashboards
• Take Analytics Dashboards to the Next Level
• Make Data Do the Talking with Conditional Highlights
• Engage Users with Animated Pages
• Use Bindings to Compare Data
• Tableau CRM Administration Basics
• Learn About Tableau CRM Setup
• Assign Permissions
• Select and Enable Tableau CRM Features
• Control Access and Secure Your Data
• Set Up Tableau CRM Apps
• Tableau CRM App Design
• Understand the Principles of Good Design
• Ask the Right Questions Before You Build Your App
• Create Features with Purpose
• Structure Your App
• Make Your App Look Great
• Customize a Dashboard with Tableau CRM Advanced Editor
• Sign Up for an Tableau CRM-Enabled Developer Edition Org
• Create a Templated Dashboard
• Set up a Salesforce Direct Query
• Build Dynamic Top-N Queries and Add a Greeting
• Tableau CRM App Template Development
• Get Started with Tableau CRM Templates
• Understand How Templates Work
• Explore Template Structure
• Make Your Template Smarter by Adding a Wizard
• Enhance Your Template With App Customization Features
• Embed a Tableau CRM Dashboard in Lightning Experience
• Deliver Tableau CRM Where People Work in Lightning Experience
• Embed a Tableau CRM Dashboard in a Home Page
• Embed an Tableau CRM Dashboard in an Account Page
• Filter an Embedded Dashboard
• Create a Product Pipeline Dashboard with Tableau CRM Charts
• Import a Spreadsheet into Tableau CRM
• Create a Dashboard and Add a Waterfall Chart
• Add a Map Chart
• Add a Pyramid Chart
• Create a Custom Map for Tableau CRM Charts
• Create the Dataset
• Work with GeoJSON and Create the Map
• Use a Bounding Box to Zoom In on Your Map
• Build a Gauge Chart in Tableau CRM That Visually Identifies Regional Data
• Upload Flag Images into Tableau CRM
• Modify and Upload Your Dataset
• Create a Lens Using a Polar Gauge Chart with Chart Icons
• Add the Chart to Your Dashboard