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Salesforce CRM Analytics Training (Tableau CRM) Bootcamp

Duration

Duration

Format

Format

Add - ons

Add - ons

Worlds leading

Salesforec CRM Analytics (Tableau CRM) Training Program

50,000+

Learners

6 Million+

Learning Minutes

25+

Countries

100+

Gurus

100+

Live Classes

Salesforce CRM Analytics Program Overview

Tableau CRM is a cloud-based business intelligence and visualization platform from Salesforce, made to give you insights from your existing data. It also provides predictions and recommendations by examining your Salesforce data and external data. The data visualization is optimized for both web browser and mobile app.
Tableau CRM can be embedded into your Sales Cloud or Service Cloud to enable your Salesforce users to explore dashboards and analyze data without having to switch platforms.
This course is designed from the very basic to the advanced level to make you an expert in Salesforce Tableau CRM .

Salesforce CRM Analytics Certification Curriculum

  • What is Tableau CRM in Salesforce?
  • Introduction to Tableau CRM
  • Concepts and Terminologies
  • Org Creation
  • Platform setup
  • Understanding User Type
  • Understanding Permission sets
  • Preparing Data
  • Creating first Dataset and lenses
  • Creating the first Dashboard
  • Creating an App
  • Creating a Dashboard for Sales Insight
  • Filter Widgets in Tableau CRM
  • Dashboard and Widget Properties
  • Create a Service Dashboard
  • Understanding filters
  • Broadcast faceting
  • Custom Actions in Tableau CRM
  • Getting Started with Dataflow
  • Create a Simple Join Using Dataflow
  • Compute Expression Transformation
  • Edgemart Transformation and Scheduling a Dataflow
  • Recipe in Tableau CRM
  • Bindings in Tableau CRM
  • Step Bindings in Tableau CRM
  • Embedding the Dashboards in Lightning and Classic
  • SAQL Overview
  • Setting Up Einstein Platform
  • Security and Sharing
  • Fetching Data from External Database
  • Create a Executive Dashboard for Sales & Service
  • Access insights from mobile
  • Mobile exploration
  • Analytics mobile Features

Where our Learners are from

Learn in our vibrant Community

Powered by your peers and our gurus

1-1 Mentoring

Dedicated mentor from the industry through the program right from course to placement

Industry Leaders

A faculty made of not theoretical trainers but accomplished Salesforce professionals.

Deep Interaction

Collaborate 24x7 in real-time with the gurus through our purpose-built leaning platform.

Our early users love us

This is what CXOs from leading Salesforce Consulting organisations across the world are saying about how we helped them create cloud talent at speed and scale

Shalini Dixit Salesforce Developer


The saasguru Salesforce Job Guarantee Bootcamp helped me lay a strong foundation on Salesforce with real-world problems to solve as day-to-day tasks.
It helped me gain hands-on experience and skills that are relevant to the Salesforce job role I was aiming for. After the training, I landed a job at Tech Mahindra as a Salesforce Developer.

Bhanu Jorige Salesforce Developer


My training with saasguru helped me gain the required skills, boosted my confidence, and enhanced my knowledge of the Salesforce ecosystem.
I was able to land a job at Salesforce after a long career gap only with the constant support of the saasguru mentors.

Praswanth Pamireddy Salesforce Developer


saasguru Salesforce Job Guarantee Bootcamp helped me gain practical exposure and hands-on experience in various admin and day-to-day admin tasks.
Trainers are super patient. Upon completion, I landed a job at Cloudbyz as a Salesforce Developer.

Malathi Bhogineni Engineer for Salesforce practice


The Bootcamp course content, saasguru Cert Prep platform with mock exams, and practice tests made it very easy to clear my admin certification.
The master classes and industry-relevant capstone project helped me develop hands-on experience on Salesforce, especially the guidance of mentors helped me land a job at Movate.

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Salesforce CRM Analytics Training Program (FAQs)

Everything you need to know about the saasguru

Tableau CRM is a cloud-based business intelligence and visualization platform from Salesforce, designed to give you insights from your existing data. It also provides predictions and recommendations by analyzing your Salesforce data and external data

Gain the insider knowledge necessary to become a certified Tableau CRM professional with this Salesforce Einstein Analytics (Tableau CRM) course! Our online classes are designed to give you the flexibility to learn Tableau CRM your way, as you explore and develop the tool from the ground up. Our experienced trainers will share their real-world expertise and best practices from Salesforce, so you can unlock the power of Tableau CRM for yourself.

Salesforce Developers
Salesforce Administrators
Project Managers
Business Analysts / Consultants

Yes, saasguru will provide a course completion certificate upon successful completion of the program. The same can be tracked through the saasguru platform upon completion of all tasks, practice exams and mock tests

Our training programs are exclusively led by industry experts and certified architects with an impressive 10+ years of relevant industry experience. Get to know the trainer profile after registering for the course on our platform!

It’s not mandatory – however certification is a great way to stand out from the crowd and be recognized by the industry. Plus, you can use it to confidently negotiate higher salaries from the best companies!

Yes, saasguru will support you with placements and provide complete guidance. Placement assurance is determined by the individual’s performance in the interview and the recruiter’s requirements.