Salesforce ANC201 Course | Building Lenses, Dashboards & Apps in Tableau CRM

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usa

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tableau crm anc201 certification

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Overview Learning Objectives Who Should Attend Prerequisite Outline

The Tableau CRM Course Overview

Vinsys experts-led CRM course enables you to build lenses and add them to dashboards using the Tableau CRM Dashboard Designer. The in-depth training explains how to optimize the dashboard for mobile, organize lenses/dashboards using apps, and ensure access only to the right users.

Course Objectives

Building/Managing Apps in Tableau CRM.
Designing a Dashboard based on Requirements.
Creating a Dashboard Template.
Creating/Adding Lenses for Building a Dashboard.
Optimizing a Dashboard for Mobile Use.

Audience

Individuals with Tableau CRM licenses willing to build effective lenses/dashboards for business users and explore their data.
Users involved in connecting/integrating data who wish to understand its utility for the lens/dashboards building process.

Prerequisites

No specific prerequisites.

Course Outline

Manage Apps, Lenses, Dashboards & Datasets

Building/Managing Apps Overview.
Building an App.
Managing Apps, Lenses, Dashboards & Datasets.

Design a Dashboard & Create a Template

Dashboard Building Overview.
Designing a Dashboard.
Creating a Dashboard Template.

Build a Dashboard

Building a Dashboard.
Adding Charts, Tables, KPIs & Filters to a Dashboard.

Modify a Dashboard for Mobile

Translating Desktop Dashboards to a Mobile Device.
Creating & Updating Mobile Dashboard Layouts.

Choose Your Preferred Mode

ONLINE TRAINING

Instructor led Online Training
Experienced Subject Matter Experts
Approved and Quality Ensured training Material
24*7 learner assistance and support

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CORPORATE TRAINING

Customized Training Across Various Domains
Instructor Led Skill Development Program
Ensure Maximum ROI for Corporates
24*7 Learner Assistance and Support

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FAQ’s

What's the Difference Between Einstein Analytics & Tableau CRM?

There is no difference; the name 'Einstein Analytics' was changed to 'Tableau CRM.'

Is Tableau CRM also Called Salesforce CRM Analytics?

Yes.

How's Tableau CRM Beneficial for Organizations?

Tableau CRM brings precise business intelligence for CRM users, provides analytics integrated throughout the Salesforce CRM, ensures data control, and results in AI-driven actionable insights.

What About the Advantages for Data-exploration?

You get to connect directly to the CRM data, execute insights, analyze numerous rows of data, automate actions with prebuilt apps, and utilize the mobile device to act, on Android and iOS.

What's the Relevance of salesforce Tableau CRM Apps?

Tableau CRM analytics apps for businesses simplify the setup and onboarding.

How Do Tableau CRM Dashboards Visualize Query Results from Datasets?

Tableau CRM dashboards utilize interactive widgets for visualizing query results from your datasets.

Does Building Lenses, Dashboards & Apps in Tableau CRM Course Address a Specific Job Role?

It is primarily meant for Business Users.

What's the User Interface?

Lightning Experience

What's the Hourly-duration of this Salesforce Tableau CRM Training?

Approx. 8 hours

Why Prefer Vinsys for Salesforce Tableau CRM Training?

Besides being a globally-respected Individual/Corporate IT training organization, Vinsys is also admired as the top Tableau CRM learning provider. Its unmatchable offerings, accredited instructors, customizable skilling programs and round-the-clock support ensure the most detailed upskilling experiences, a must for capitalizing on valuable Tableau CRM opportunities.