Lesson 1: Tableau CRM Basics📊 📈📉
What is Tableau CRM?
Tableau CRM enables everyone in your org to get immediate access to powerful data insights through its intuitive point-and-click visual interface on a desktop browser or a mobile device.
Try Tableau CRM with a Developer Edition Org
Tableau CRM Assets
Apps An app is a purpose-built set of analyses and answers about a specific area of your business. With apps, you can provide curated paths through your data, plus powerful tools for spontaneous, deep explorations. After creating dashboards, lenses, and datasets, you can organize them in apps to present dashboards in relevant order, and then share apps with appropriate groups. By default, you get the following apps.
My Private App This app is visible to you and only you. You can’t share My Private App with anyone. It’s a good place to store assets with sensitive data or work-in-progress dashboards that you aren’t ready to show others.
Shared App This app is the opposite of My Private App. The Shared App is accessible by anyone in your org who has access to Tableau CRM. Although it’s accessible by everyone, you can still ensure stricter security on datasets through row-level security.
My DTC Sales This is a sample app — just in the Developer Edition org — to help you get started with Tableau CRM. You can create additional apps and control access to each of them. If colleagues have access to an app, they can see all the datasets, lenses, and dashboards within that app. For example, you might want to create different apps for different teams, based on their needs. Creating an app for each team allows you to provide a customized experience for every department.
Dashboards A dashboard is a curated set of charts, metrics, and tables that gives you an interactive view of your business data.
Lenses A lens is a saved exploration. explorations.
Datasets A dataset is set of specially formatted source data, optimized for interactive exploration.
Importing Data and Tableau CRM Datasets
Tableau CRM provides multiple ways to import data, both from Salesforce and external sources. For example, you can use an Tableau CRM tool — like the dataflow or the dataset builder — to import Salesforce data.
The dataset builder has a point-and-click interface. The dataflow enables you to perform more advanced tasks. To import external data, you can use the CSV Upload interface to import manually or the External Data API to import programmatically. In addition, you can use third-party tools to import the data.
Note: The main thing to understand is that imported data is saved in Tableau CRM as datasets. And from datasets, you build lenses, dashboards, and apps.
Happy Learning! ✍️
Please follow me at Twitter : https://www.twitter.com/sunilbhardwaj1
LinkedIn : https://www.linkedin.com/in/sunilbhardwaj10
