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Information Technology

Salesforce Building Lenses, Dashboards, and Apps in Tableau CRM (ANC201)

Instructor-Led 4 Agenda

Description

Ready to start building in Tableau CRM? In this course, you’ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You’ll learn how to build lenses and add them into your dashboards using the Tableau CRM Dashboard Designer. Once you’ve created a dashboard, you’ll also learn how to optimize the dashboard for mobile. Finally you’ll also learn how to organize your lenses and dashboards using apps and ensure that only the right users have access to them. Looking for Tableau classes? Check out the Tableau catalog here.

Course Overview

Ready to start building in Tableau CRM? In this course, you’ll find out how to design and create an effective dashboard layout to help viewers quickly find their way around. You’ll learn how to build lenses and add them into your dashboards using the Tableau CRM Dashboard Designer. Once you’ve created a dashboard, you’ll also learn how to optimize the dashboard for mobile. Finally you’ll also learn how to organize your lenses and dashboards using apps and ensure that only the right users have access to them. Looking for Tableau classes? Check out the Tableau catalog here.

Course Objective

Build and manage apps in Tableau CRM Design a dashboard based on requirements, and create a dashboard template Create and add lenses to build a dashboard Optimize a dashboard for mobile use

Who Should Attend

This course is aimed at users with the Tableau CRM license who need to build effective lenses and dashboards for their business users to explore their data. It may also be of interest to users who are connecting and integrating this data, to understand how it is used in the lens and dashboard building process.