6543 participants
Looking for Corporate TrainingLearn to establish user roles, permissions, and development processes on the Tableau CRM platform.
Salesforce: Implement & Manage Tableau (CRM) Certification Training
Let’s boost your skills with Salesforce and Tableau now!
Vinsys brings you the Salesforce: Tableau (CRM) Certification (ANC-301)Training to help you improve your understanding of data visualization and CRM implementation & management. In this ever-evolving course, you will
Salesforce: Implement & Manage Tableau (CRM) Certification Training
Gain expertise in connecting and transforming data through dataflows and using data connectors for external datasets.
Understand and implement security protocols such as row-level security and access control to ensure data safety.
Master dashboard creation using templates and JSON, optimising for mobile devices and including interactive filters and custom queries.
Course Overview
Unlock the full potential of Salesforce and Tableau with the Salesforce: Implement & Manage Tableau (CRM) Certification Training by Vinsys. Through this course, learners can discover methods for making Salesforce more effective by incorporating Tableau CRM so that business outcomes are optimised by analysis. Based on best practices, this training will allow you to develop the skills necessary to manage and implement Tableau in Salesforce.
When you sign up for the Tableau CRM course, experienced trainers will guide you through the core skills of using this platform to make reports, build dashboards and analyse Big Data. This course will walk you through several settings or cases where you can use what you learn in practice and make a difference. At the end of the program, you will be equipped to improve your business intelligence using powerful CRM applications.
Come, learn with Vinsys and switch up your career from data visualisation and salesforce management. This training provided by specialists, together with the extensive subject content, provides an excellent foundation for learning Tableau CRM from the ground up and making a significant impact in your business.
Loading...
Course Objectives
The Salesforce: Tableau (CRM) Certification Training by Vinsys is a course that will provide you with the relevant skills which will enable you to get Tableau CRM implemented in Salesforce.
By the end of the course, you will:
- Establish defined business needs based on users, data, and security requirements for Tableau CRM.
- Design a process of development on how to use Tableau.
- Installation, configuration, and applications within the product line of Tableau CRM.
- User permissions, Data access control, and its management through licenses and security settings
- Loading and handling external data in Tableau CRM.
- The integration of Salesforce and external data sources by dataflows
- Security measures and testing of configurations for implementation
- Querying for dashboards and their metadata modification according to business requirements.
Audience
The Salesforce: Implement & Manage Tableau (CRM) Certification Training is suitable for anyone wishing to learn more about implementing and managing Tableau CRM in Salesforce. The course targets:
- Data Analysts striving to gain proficiency in Tableau CRM to improve their ability to communicate data.
- Salesforce Administrator aiming to comprehend data integration and security in Tableau CRM.
- Business Analysts wishing to improve their skills in designing and implementing better new-age dashboards.
- Developers intend to discover ways of accommodating and integrating external data sources in Tableau CRM.
Eligibility Criteria
Candidates must satisfy the following qualifying requirements to ensure a good learning experience in the Salesforce: Implement & Manage Tableau (CRM) Certification Training.
- A basic understanding of Salesforce CRM is recommended.
- Familiarity with data visualisation concepts and tools is beneficial.
- Experience in handling or managing data in a business environment is a plus.
- Familiarity with Tableau or similar CRM tools will be advantageous but not mandatory.
- This foundational knowledge will help participants fully engage with the advanced concepts covered in the course.
Course Outline
Discovery & Planning
- Discovery Meeting.
- Establish Your Users & Development Process.
Setting Up Users & Apps
- User Access on the Tableau CRM Platform Overview.
- Create Tableau CRM Permission Sets.
- Assign Licenses & Permission Sets to Users.
- Create/Share Tableau CRM Apps.
Connecting Data
- Connecting Data Overview.
- Data Mapping.
- Dataflow Process Overview.
- Design a Dataflow.
- Load External CSV Data.
- Create/Optimise Dataflows.
- Run/Monitor/Schedule a Dataflow.
- Prepare Datasets with Recipes with Data Prep.
- Data Connectors.
- Additional Transformations.
Data Security
- Security in Tableau CRM Overview.
- Determine Security Requirements.
- Use Predicate Filters Overview.
- Implement Ownership-based Row-level Security.
- Implement Role-based Row-level Security.
- Implement Team-based Row-level Security.
- Override Security for Implementation/Testing.
- Share Inheritance.
Extended Metadata in a Dataset
- Extended Metadata (XMD) Overview.
- Update Field Metadata.
- Add Quick Action Menus for Records in Tableau CRM.
Dashboard Templates & Mobile Dashboards
- Tableau CRM Dashboard Templates Overview.
- JSON for Dashboards Overview.
- Build a Dashboard Using a Template.
- Optimise Dashboards for a Mobile Device.
Bindings in Dashboards
- Understand Filters in Lenses/Dashboards.
- Multi-dataset Dashboards.
- Filters with Interactions.
- Custom Queries.
Query Modification
- Modify Queries Overview.
- Maximise the Use of the Compare Table.
- Salesforce Analytics Query Language (SAQL).
- SAQL Queries in a Tableau CRM Dashboard.
Choose Your Preferred Mode
Online Training
- Interactive online sessions with expert instructors for real-time learning and support.
- Access to hands-on labs and practical exercises, ensuring skill development through real-world scenarios.
- Flexible learning environment, allowing you to learn at your own pace with recorded sessions available.
- Continuous assessments and quizzes to track progress and solidify understanding of key concepts.
Corporate Training
- Customised training sessions tailored to meet the specific needs of your organisation and its workflow.
- Dedicated corporate support, ensuring seamless integration of Tableau CRM into your team’s operations.
- Scalable learning modules designed to upskill multiple employees simultaneously, boosting overall team efficiency.
- Consultation with the clients to help to overcome obstacles and difficulties of learning within the corporate setting.
FAQ’s
What is the Salesforce: Implement & Manage Tableau (CRM) Certification Training?
This course specifically centres around Tableau CRM being embedded in Salesforce and the process of governing and deploying data visualisation tools in business intelligence.
What are the key skills I will learn in this course?
This course will instruct you how to set up Tableau CRM, generate data visualisations, configure security settings, leverage external data connections, and prepare Tableau for analytics.
What is Tableau CRM, and why is it important for Salesforce?
Tableau CRM is a feature that may be added to Salesforce and provides the client with a complete analytics tool. It improves data display, Thus making it easier for decision-makers to make the right decisions driven by insightful dashboards and reports.
How do dataflows work in Tableau CRM?
Tableau CRM uses dataflows to successfully ingest information from many data fabrics, including Salesforce, and produce data sets that can be analysed and visualised.
Can I integrate Tableau CRM with other data sources?
Yes, multiple external databases can be connected to Tableau CRM which enhances the core data analysis loop.
How does security work within Tableau CRM?
Tableau CRM uses role-based security to manage user permissions, allowing organisations to control who can access and modify specific data and dashboards.
How do I use Recipes in Tableau CRM?
Recipes in Tableau CRM are used for data preparation, allowing users to cleanse, join, and transform data to suit reporting needs before it's used in dashboards.
What is the significance of JSON files in Tableau CRM?
JSON files are used to store configuration and structure data for Tableau CRM dashboards. Understanding how to work with these files is key for advanced customisation.
How does Tableau CRM handle data syncing?
Tableau CRM supports data syncing to keep external data sources up-to-date within the platform. This feature ensures that your visualisations are based on the most current data available.
How do I implement and test custom security settings in Tableau CRM?
The course covers how to override default security settings for testing custom configurations, ensuring that data security measures align with your organisational requirements.
Why Vinsys
Seasoned Instructors
Official Vendor Partnerships
Authorized Courseware
3,000+ Courses & 2,000+ Modules
In Synch with Tech-advancements
Customizable Blended Learning Options
Reviews
We registered as an organisation, and the results were simply amasing. The training was tailored to our needs we were able to implement Tableau CRM into our projects right away and get a staggering increase in team efficiency.
Gunjan GhaiSales Team Leader
The course helped me learn more about how to integrate Salesforce with Tableau to boost CRM analytics. I now feel confident using Tableau CRM to create meaningful data insights.
Shivam AgrawalProject Manager
I had no prior experience with Tableau CRM, but this training made it easy to understand. The hands-on approach and expert instructors were particularly helpful in solidifying my skills.
Farhan ShaikhData Scientist
Our team saw immediate value in the training provided by Vinsys. It greatly improved our ability to leverage Tableau CRM for data-driven decision-making.
Himanshu SinghalData Analyst
Search