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Trailhead

Accelerate Tableau CRM with Apps

Salesforce via Trailhead

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Overview

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Learn how out-of-the-box apps can help you go faster with Tableau CRM.
  • Discover Tableau CRM prebuilt apps and learn how to create them.
  • Put Sales Cloud data to work with the powerful dashboards of the Tableau CRM Sales app.
  • Get insights into your Service Cloud data with this prebuilt Tableau CRM for Service app.
  • Use a powerful prebuilt app to visualize your Salesforce event log data.

Syllabus

  • CRM Analytics Apps Basics
    • Accelerate CRM Analytics with Apps
    • Create CRM Analytics Apps
    • Set Up CRM Analytics App Licenses and Permissions
  • CRM Analytics for Sales App
    • Get Started with CRM Analytics for Sales
    • Create Sales Analytics Using the Wizard
    • Finalize Sales Analytics Creation
    • Use Sales Analytics to Get an Overview of Your Business
    • Get Insights on the Go with Sales Analytics on Mobile
  • CRM Analytics for Service App
    • Get Started with Service Analytics
    • Create Service Analytics Using the Wizard
    • Get a Head Start with Mobile Service Analytics
    • Use Service Analytics to Manage Your Team's Case Load

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