1 - Discovery and Planning
Discovery MeetingEstablishing Your Users and Development Process
2 - Set Up Users and Apps
Overview of User Access on the Tableau CRM PlatformCreating Tableau CRM Permission SetsAssigning Licenses and Permission Sets to UsersCreating and Sharing Tableau CRM Apps
3 - Connect Data
Overview of Connecting DataData MappingOverview of the Dataflow ProcessDesigning a DataflowLoading External CSV DataCreating DataflowsOptimizing DataflowsRunning, Monitoring, and Scheduling a DataflowPreparing Datasets with Recipes with Data PrepData ConnectorsAdditional Transformations
4 - Data Security
Overview of Security in Tableau CRMDetermining Security RequirementsOverview of Using Predicate FiltersImplementing Ownership-Based Row-Level SecurityImplementing Role-Based Row-Level SecurityImplementing Team-Based Row-Level SecurityOverriding Security for Implementation and TestingSharing Inheritance
5 - Extended Metadata in a Dataset
Overview of Extended Metadata (XMD)Updating Field MetadataAdding Quick Action Menus for Records in Tableau CRM
6 - Dashboard Templates and Mobile Dashboards
Overview of Tableau CRM Dashboard TemplatesOverview of JSON for DashboardsBuilding a Dashboard Using a TemplateOptimizing Dashboards for a Mobile Device
7 - Bindings in Dashboards
Understanding Filters in Lenses and DashboardsMulti-Dataset DashboardsFilters with InteractionsCustom Queries
8 - Query Modification
Overview of Modifying QueriesMaximizing the Use of the Compare TableSalesforce Analytics Query Language (SAQL)SAQL Queries in a Tableau CRM Dashboard
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in Tableau CRM. This course is also great for business analysts or developers interested in creating advanced dashboards.