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Salesforce: Building Lenses, Dashboards & Apps in Tableau (CRM) Certification Training
Join Vinsys for the Salesforce: Building Lenses, Dashboards & Apps in Tableau (CRM) Certification Training and unlock the power of data visualisation.
Learn to design impactful dashboards, create lenses, and optimise for mobile with hands-on guidance from industry experts. The tr
Salesforce: Building Lenses, Dashboards & Apps in Tableau (CRM) Certif
Benefit from 24/7 learner assistance and post-training guidance to maximise your skills.
Learn from seasoned instructors with deep expertise in Tableau CRM and real-world data visualisation practices.
Access official Salesforce-aligned training materials, ensuring a high-quality learning experience.
Course Overview
The Salesforce: Building Lenses, Dashboards & Apps in Tableau (CRM) Training is aimed to prepare participants for the real world business conditions. It provides them with necessary tools to use Tableau CRM for data visualisation. In this regard, the attendees should be aware of the concept of creating, constructing and optimising the dashboard and lenses for decision making.
This course is dedicated to the major components of Tableau CRM (Einstein Analytics) with a focus on the Dashboard Designer and the ways of adding lenses and approaching the datasets. The learners will learn how to create business-related dashboards, how to integrate them into the Salesforce page, and how layouts should be aligned for the mobile environment. It also outlines the processes of how to manage the control of the dashboards and how it is made certain that only a few people, particularly the approved individuals, have access to the dashboards.
You will be able to comprehend how to create and develop dashboards containing charts, tables, filters and KPIs. This course is suitable for anyone who wants to improve knowledge and skills in Tableau CRM, primarily for managers who analyse business data and prepare reports. At the end of the training, learners will be in a position to analyse raw data and make recommendations out of it and this may help to boost organisational productivity.
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Course Objectives
This Salesforce: Building Lenses, Dashboards & Apps in Tableau (CRM) Certification Training aims to empower learners with the expertise to design, build, and manage effective dashboards and lenses. By the end of the course, participants will be able to:
- Understand and describe the basic principles of Tableau CRM: applications, lenses, dashboards, and datasets.
- Identify user needs and convert them into proper layouts and structures of the business intelligence dashboard.
- Design intuitive and engaging dashboards that include charts and tables, key performance indicators, and filters.
- Develop lenses into a dashboard environment for better exploration and visualisation of data.
- Modify and enhance the dashboards for responsiveness to allow for operations across the mobile interfaces.
- Apply data for the dashboards and lenses and use the Tableau CRM apps efficiently.
- Implement the user access control measures are put in place so as to protect the security and privacy of the dashboards and data.
- Evaluate Dashboard effectiveness based on user engagement and business outcomes.
- Embed Tableau CRM dashboards to easily integrate with the Salesforce Home Page and Lightning Record Page.
- Analyse and interpret data insights to drive informed decision-making and actionable strategies.
Audience
This course is tailored for professionals and individuals looking to enhance their Tableau CRM (formerly Einstein Analytics) skills in data visualisation, dashboard creation, and data integration. It is ideal for:
- Professionals with Tableau CRM licenses seeking to build effective lenses and dashboards.
- Data analysts and business intelligence experts aiming to improve data visualisation and analytics.
- Salesforce administrators managing CRM Analytics dashboards and integrating them into Salesforce pages.
- Users involved in data integration, wanting to understand its role in lens and dashboard development.
- Technical consultants and developers optimising dashboards for both mobile and desktop platforms.
- Business users responsible for creating data-driven insights and actionable visualisations.
Eligibility Criteria
The course does not have specific conditions for enrollment. It is open to all individuals interested in mastering Tableau CRM. Please contact us for more details.
Course Outline
Module 1: Manage Apps, Lenses, Dashboards & Datasets
- Building/Managing Apps Overview.
- Building an App.
- Managing Apps, Lenses, Dashboards & Datasets.
Module 2: Design a Dashboard & Create a Template
- Dashboard Building Overview.
- Designing a Dashboard.
- Creating a Dashboard Template.
Module 3: Build a Dashboard
- Building a Dashboard.
- Adding Charts, Tables, KPIs & Filters to a Dashboard.
Module 4: Modify a Dashboard for Mobile
- Translating Desktop Dashboards to a Mobile Device.
- Creating & Updating Mobile Dashboard Layouts.
Choose Your Preferred Mode
Online Training
- Interactive classes delivered by experienced trainers in real time.
- Attend sessions from anywhere, accommodating diverse time zones and commitments.
- Access recorded sessions and resources for learning at your own pace.
- Hands-on practice with cutting-edge tools and technologies in simulated environments.
Corporate Training
- Tailored courses designed to meet specific organisational goals and requirements.
- Industry-experienced instructors providing real-world insights and practical knowledge.
- Enhance team skills and collaboration with group-focused learning strategies.
- Continued guidance and resources to ensure knowledge retention and application.
FAQ’s
Why should I choose Vinsys for Salesforce: Building Lenses, Dashboards & Apps in Tableau (CRM) Certification Training?
Vinsys offers expert-led training, official Salesforce-aligned courseware, flexible learning modes, and hands-on experience with Tableau CRM. With over two decades of experience and a proven track record, we ensure participants gain practical skills and actionable insights tailored to their professional goals.
What level of Salesforce experience is ideal for this course?
While no prior experience is mandatory, familiarity with Salesforce basics or data visualisation concepts can help participants better grasp the course content.
What tools or software will I need for this course?
You’ll need access to Salesforce Tableau CRM (formerly Einstein Analytics). Vinsys provides virtual labs for hands-on practice, ensuring you can work in a simulated environment if direct access isn’t available.
Does the course cover strategies for improving dashboard performance?
Yes, participants learn techniques to optimise dashboard performance, including mobile layout adjustments and efficient use of widgets and filters.
What are the primary learning outcomes of this course?
By the end of the training, participants will be able to design tailored dashboards, manage apps and datasets, integrate lenses effectively, and apply advanced data visualisation techniques to real-world scenarios.
What industries or roles benefit the most from this training?
This training is ideal for professionals in roles such as data analytics, business intelligence, Salesforce administration, and technical consulting across industries like IT, finance, healthcare, and retail.
What makes this course unique compared to other Tableau CRM trainings?
This course offers a blend of real-world applications, hands-on labs, and instructor-led guidance, ensuring participants gain practical skills that are directly applicable to their roles.
Does the course cover embedding Tableau CRM dashboards into Salesforce applications?
Yes, the course includes practical guidance on embedding dashboards into Salesforce Home Pages and Lightning Record Pages for seamless integration.
What type of hands-on exercises are included in the training?
The training involves creating lenses, designing dashboards, embedding dashboards into Salesforce, and optimising layouts for mobile use, offering real-world application scenarios.
Is this training suitable for non-technical professionals?
Yes, the course is designed to accommodate individuals with no prior technical background by focusing on step-by-step guidance and user-friendly tools.
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Reviews
It was one of the most applied trainings I have ever attended, and most of the content was based on Tableau CRM. I discovered how to create new dashboards, add lenses, and optimise the site for mobile devices. The practical sessions were the most impressive since they explained the difficult ideas in the simplest ways possible.
Pradeep SinghProject Manager
Vinsys successfully developed a comprehensible course with knowledgeable trainers who explained the concepts and used real-life examples. The activities of creating the interactive dashboards helped me build my confidence in applying the Tableau CRM tools. There was great follow-up, and it was possible to practice what was learned.
Milind SukhtankarSenior Project Manager
This course covered everything from the fundamentals of dashboard design to the most complex mobile optimisation strategies. The trainers were very professional and willing to answer any questions in detail. This training is ideal for anyone who wants to become a Tableau CRM professional.
Srikanth DVTechnical Engineer
The course changed my perspective on how I work with data visualisation. I can now create a customised dashboard and manage datasets on my own. The content was detailed and easy to follow, and the practical labs really brought the training to life. Thank you, Vinsys, for an incredible session!
Nishant KumarFinancial Consultant
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