Vinsys experts-led Salesforce course takes you through Tableau CRM features, settings, and user setup. In addition, the training explains loading/transforming data and data security. Finally, you learn to modify queries for customizing dashboards, resulting in better efficiency, spotting of all the trends, and faster prediction of outcomes.
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How is Tableau CRM Different from the Tableau Platform?
Tableau CRM is merely a part of the broader Tableau portfolio. The Tableau platform, an enterprise-wide BI solution, brings end-to-end analytics for various enterprise use cases. On the other hand, Tableau CRM provides analytics deeply integrated throughout the Salesforce CRM, leading to actionable and AI-driven insights.
Is Tableau CRM an Upgraded Version of Einstein Analytics?
No, Tableau CRM was formerly known as "Einstein Analytics."
Are Reports & Dashboards in the Sales/Service Cloud Similar to the Functionalities of Tableau CRM?
It certainly appears and behaves like Tableau CRM but offers totally different functionalities. Reports & Dashboards in Sales Cloud and Service Cloud give an instant snapshot of metrics like team performance, lead volume, and conversion rates.
Tableau CRM extends beyond Reports and Dashboards, gives new views into your pipeline, end-to-end customer insights, and historical analytics. Overall, it proves to be a wiser choice for data-oriented decision-making.
What's the Purpose of Tableau CRM Apps?
They are analytics apps for businesses, meant to simplify the setup and onboarding
What are the Data-exploration Benefits of Tableau CRM?
Tableau CRM lets you connect directly to the CRM data, execute insights instantly in Chatter, automatically analyze millions of rows of data and get predictive analytics with Einstein Discovery. In addition, it allows you to automate actions with prebuilt apps and use the mobile device to act, on both Android and iOS.
How's it Advantageous for Organizations?
The 100% mobile Tableau CRM brings accurate business intelligence to CRM users in your enterprise, ensures you maintain control of your data, utilizes the analytics from Salesforce, and avoids any chances of substandard security.
Does Tableau CRM Provide Access to All the Data I have in Salesforce?
Yes! Please note that your entire data in Salesforce is available to you in Tableau CRM. However, you must upgrade to the Tableau CRM license if you need to bring data from another system.
Is Salesforce Implementing & Managing Tableau CRM Course Aligned with Specific Job Roles?
Yes, with Developers and Business Users.
What's the Hourly-duration of Salesforce's Tableau CRM Training?
Approx. 24 hours, spread across 3 days.
Why Choose Vinsys for the Salesforce Tableau CRM Course?
Besides being a globally-respected Individual/Corporate IT training organization, Vinsys is also admired as the top Salesforce 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.
Unlike legacy BI solutions, Tableau CRM does not require specialized expertise. That's a fact worth keeping in mind, but it should not downplay the value-addition brought by formal and well-structured training covering all the real-world aspects. Vinsys' instructors did not just stick to conceptual explanations. Instead, they revealed every bit of Tableau CRM's on-the-ground workings!
Loved the reasonable pace of this Salesforce course from Vinsys. Trainers knew their subject and were confident to dig deep into concepts!