Implement and Manage Tableau CRM ANC-301

PT26089
Training Summary
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.
Prerequisites
Salesforce knowledge, including: navigation, schema, security models, users, profiles, and permission sets. In addition, students should be proficient in Wave data exploration, building Wave dashboards with the UI, and basic JSON.
Duration
3 Days/Lecture & Lab
Audience
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.
Course Topics
  • Discovery and Planning
  • Setting Up Users and Apps
  • Connecting Data
  • Security – Controlling Access to Data
  • Building Dashboards with Templates and Mobile Layouts
  • Filtering and Binding in Dashboards
  • Modifying Queries in Dashboards
  • Modifying Metadata in Lenses and Dashboards

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