Salesforce Tableau CRM Training
Salesforce Tableau CRM (formerly known as Einstein Analytics) is a powerful tool that integrates data analytics, artificial intelligence, and business intelligence features into Salesforce. It’s designed to provide users with actionable insights and allows them to make data-driven decisions directly within the Salesforce platform.
Why should you choose Nisa For Salesforce Tableau CRM Training?
Nisa Trainings is the best online training platform for conducting one-on-one interactive live sessions with a 1:1 student-teacher ratio. You can gain hands-on experience by working on near-real-time projects under the guidance of our experienced faculty. We support you even after the completion of the course and happy to clarify your doubts anytime. Our teaching style at Nisa Trainings is entirely hands-on. You’ll have access to our desktop screen and will be actively conducting hands-on labs on your desktop.
Job Assistance
If you face any problem while working on Salesforce Tableau CRM Course, then Nisa Trainings is simply a Call/Text/Email away to assist you. We offer Online Job Support for professionals to assist them and to solve their problems in real-time.
The Process we follow for our Online Job Support Service:
- We receive your inquiry for Online Job
- We will arrange a telephone call with our consultant to grasp your complete requirement and the tools you’re
- If our consultant is 100% confident in taking up your requirement and when you are also comfortable with our consultant, we will only agree to provide service. And then you have to make the payment to get the service from
- We will fix the timing for Online Job Support as mutually agreed by you and our consultant.
Course Information
Salesforce Tableau CRM Training
Duration: 25 Hours
Timings: Weekdays (1-2 Hours per day) [OR] Weekends (2-3 Hours per day)
Training Method: Instructor Led Online One-on-One Live Interactive
Sessions.
COURSE CONTENT :
1. Introduction to Tableau CRM
- Overview of Tableau CRM: Learn the fundamentals, including its key features, capabilities, and how it integrates with Salesforce.
- Key Concepts: Understand how Tableau CRM differs from other analytics tools, and its connection to Salesforce’s data model.
2. Navigating Tableau CRM
- Accessing Tableau CRM: Learn how to access Tableau CRM within Salesforce and the different ways users can interact with it (Dashboards, Apps, Data Explorer, etc.).
- User Interface: Familiarize yourself with the Tableau CRM interface, including dashboards, charts, and reports.
3. Data Exploration and Visualizations
- Exploring Data: Learn how to query Salesforce data in Tableau CRM using the Data Explorer.
- Building Visualizations: Understand how to create charts, tables, and other visualizations using Tableau CRM’s drag-and-drop interface.
- Creating Dashboards: Learn how to combine multiple visualizations into interactive dashboards that allow users to analyze data at a glance.
4. Advanced Analytics and AI Features
- Einstein Discovery: Get introduced to Einstein Discovery, an AI-powered tool that delivers predictive analytics and insights directly within Tableau CRM.
- Lens and Insights: Learn how to use Tableau CRM’s “Lens” feature to get deeper insights into your data, and how to uncover patterns using AI-driven recommendations.
5. Data Preparation and Dataflows
- Data Integration: Learn how to import data from Salesforce and external sources into Tableau CRM.
- Building Dataflows: Understand how to use the Data Manager to create dataflows that clean, combine, and transform data for analysis.
- Datasets: Explore how to create datasets and use them for reporting and visualization.
6. Security and Permissions
- Data Security: Understand the role of data security and sharing rules in Tableau CRM, and how they align with Salesforce’s security model.
- User Permissions: Learn how to control access to data, dashboards, and other Tableau CRM assets based on user roles and profiles.
7. Integrating Tableau CRM with Salesforce Features
- Embedding Analytics in Salesforce: Learn how to embed Tableau CRM visualizations and reports into Salesforce pages (e.g., record pages or app pages).
- Automation: Understand how to use Tableau CRM with Salesforce automation tools like Process Builder or Flow.