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The Tableau CRM Course Overview
Vinsys' experts-led CRM course enables you to build lenses and add them to dashboards using the Tableau CRM Dashboard Designer. The in-depth training explains how to optimize the dashboard for mobile, organize lenses/dashboards using apps, and ensure access only to the right users.
Course Curriculum
Course Objectives
- Building/Managing Apps in Tableau CRM.
- Designing a Dashboard based on Requirements.
- Creating a Dashboard Template.
- Creating/Adding Lenses for Building a Dashboard.
- Optimizing a Dashboard for Mobile Use.
Audience
- Individuals with Tableau CRM licenses willing to build effective lenses/dashboards for business users and explore their data.
- Users involved in connecting/integrating data who wish to understand its utility for the lens/dashboards building process.
Prerequisites
- No specific prerequisites.
Training Options
ONLINE TRAINING
Virtual Instructor-led Sessions
- Instructor led Online Training
- Experienced Subject Matter Experts
- Approved and Quality Ensured training Material
- 24*7 learner assistance and support
CORPORATE TRAINING
Customized to your team's need
- Customized Training Across Various Domains
- Instructor Led Skill Development Program
- Ensure Maximum ROI for Corporates
- 24*7 Learner Assistance and Support
Course Outline
- Building/Managing Apps Overview.
- Building an App.
- Managing Apps, Lenses, Dashboards & Datasets.
- Dashboard Building Overview.
- Designing a Dashboard.
- Creating a Dashboard Template.
- Building a Dashboard.
- Adding Charts, Tables, KPIs & Filters to a Dashboard.
- Translating Desktop Dashboards to a Mobile Device.
- Creating & Updating Mobile Dashboard Layouts.
Course Reviews
Arthur Willow
Engineer
Sohibta Rana
Technical Lead
FAQ's
There is no difference; the name 'Einstein Analytics' was changed to 'Tableau CRM.'
Tableau CRM brings precise business intelligence for CRM users, provides analytics integrated throughout the Salesforce CRM, ensures data control, and results in AI-driven actionable insights.
You get to connect directly to the CRM data, execute insights, analyze numerous rows of data, automate actions with prebuilt apps, and utilize the mobile device to act, on Android and iOS.
Tableau CRM analytics apps for businesses simplify the setup and onboarding.
Tableau CRM dashboards utilize interactive widgets for visualizing query results from your datasets.
It is primarily meant for Business Users.
Lightning Experience
Besides being a globally-respected Individual/Corporate IT training organization, Vinsys is also admired as the top Tableau CRM learning provider. Its unmatchable offerings, accredited instructors, customizable skilling programs and round-the-clock support ensure the most detailed upskilling experiences, a must for capitalizing on valuable Tableau CRM opportunities.
Essentials For New Lightning Experience Administrators