Job Role

Developer, Business User

Duration

In-Person: 3 Day(s)
Virtual: 3 Day(s)

User Interface

Lightning Experience

Overview

Who should take this course?


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.

Prework

Prepare for the course with this Trailmix.

Class Registration

Lessons and Topics

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