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.
When you complete this course, you will be able to:
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.
Prepare for the course with this Trailmix.
Lessons and Topics
Discovery and Planning
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
Overview of Connecting Data
Overview of the Dataflow Process
Designing a Dataflow
Loading External CSV Data
Running, Monitoring, and Scheduling a Dataflow
Preparing Datasets with Recipes with Data Prep
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
Extended Metadata in a Dataset
Overview of Extended Metadata (XMD)
Updating Field Metadata
Adding Quick Action Menus for Records in Tableau CRM