Implement and Manage Tableau CRM

Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you’ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster.


Determine your user, data, and security requirements, and establish a development process.
Set up apps and control what users can do in Tableau CRM by assigning them licenses, permission sets, and app permissions.
Load external data to Tableau CRM.
Create and run dataflows to load Salesforce data, and join it with data from other datasets.
Understand and use Data Sync effectively.
Understand Recipes and Data Prep.
Understand and implement data security in Tableau CRM, and override security for implementation and testing.
Understand how filters on dashboards function and be able to use interactions when necessary.
Understand a dashboard’s JSON file.
Explain the process of dashboard queries and modify a query to meet specific analytic requirements.
Modify dataset metadata.

Administración y programación bases de datos

Disponible en formato e-learning

Disponible en formato presencial

Disponible en formato a distancia

Subvención disponible
A través de Fundae, cumpliendo requisitos.

15 horas

  • Dificultad 50% 50%
  • Nivel alcanzado 80% 80%

Dirigido a

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.

Conocimientos requeridos


Discovery and Planning

Discovery Meeting
Establishing Your Users and Development Process
Set Up Users and Apps

Overview of User Access on the Tableau CRM Platform
Creating Tableau CRM Permission Sets
Assigning Licenses and Permission Sets to Users
Creating and Sharing Tableau CRM Apps
Connect Data

Overview of Connecting Data
Data Mapping
Overview of the Dataflow Process
Designing a Dataflow
Loading External CSV Data
Creating Dataflows
Optimizing Dataflows
Running, Monitoring, and Scheduling a Dataflow
Preparing Datasets with Recipes with Data Prep
Data Connectors
Additional Transformations
Data Security

Overview of Security in Tableau CRM
Determining Security Requirements
Overview of Using Predicate Filters
Implementing Ownership-Based Row-Level Security
Implementing Role-Based Row-Level Security
Implementing Team-Based Row-Level Security
Overriding Security for Implementation and Testing
Sharing Inheritance
Extended Metadata in a Dataset

Overview of Extended Metadata (XMD)
Updating Field Metadata
Adding Quick Action Menus for Records in Tableau CRM
Dashboard Templates and Mobile Dashboards

Overview of Tableau CRM Dashboard Templates
Overview of JSON for Dashboards
Building a Dashboard Using a Template
Optimizing Dashboards for a Mobile Device
Bindings in Dashboards

Understanding Filters in Lenses and Dashboards
Multi-Dataset Dashboards
Filters with Interactions
Custom Queries
Query Modification

Overview of Modifying Queries
Maximizing the Use of the Compare Table
Salesforce Analytics Query Language (SAQL)
SAQL Queries in a Tableau CRM Dashboard

Solicita información del curso

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