Lesson 3: Tableau CRM Apps Basics 📊 📈 📉
Tableau CRM apps and Prebuilt Tableau CRM apps
Tableau CRM apps give us actionable analytics with ready-made dashboards that are automatically populated with Salesforce data. With minimal setup, they provide best-practice dashboards that show us key performance indicators (KPIs) so we can quickly see the state of the business, explore the data through visualizations, and take quick action on those insights.
Prebuilt apps have ready-made datasets, lenses, and dashboards built with the existing Salesforce data. They’re built on the platform, so the power of Tableau CRM is always close at hand. Apps and platform licenses can be purchased separately.
Note: Be sure to select Sales Analytics and not another template, otherwise we may not be able to create an app.
Trailhead Data Manager
Trailhead Data Manager is a tool built specifically for Trailhead because Developer Edition org is pretty static. It would be a lot time consuming to manually updating dates in records, hacking the dataflow, or pasting together CSV files, so Trailhead is doing that for us with the Trailhead Data Manager tool. It helps make Developer Edition org feel a little more like a real business.
For now, we just need to refresh our data. The org comes loaded with data — opportunities, accounts, activities, and so on. This step wipes old data and creates a fresh set of up-to-date data, with dates relative to today. Sales Analytics looks at relative date ranges, such as “this quarter” or “last month,” so without running this step, our dashboards are empty. Run this step anytime we’ve been away from Trailhead for too long.
Make sure we’re in Analytics Studio. From the app picker at upper right, select Trailhead Data Manager. If we don’t see it right away, scroll down a bit.
Note: Be sure Tableau CRM finishes creating the app and we can see dashboards before running the Trailhead Data Manager.
Sync Data and Run the Dataflow
A feature called the Data Manager lets see the Salesforce data Tableau CRM uses to populate the app. We can also schedule regular data syncs and updates here.
The Data Manager lets take care of another part of app creation we should do when we deploy apps in our own org. Creating the app runs the dataflow once. The team creates data all the time. To be able to see that data in our app we can manually schedule data syncs and the dataflow to run every day. With a daily dataflow, the app reflects changes to Salesforce data our team makes during the previous 24 hours.
Note: A dataflow is a set of instructions that specifies what data to extract from Salesforce objects or datasets. It also specifies how to transform the datasets and which datasets to make available for querying.
To run the Data Sync:
Connect tab >> To the right of the SFDC_Local connection, click Drop Down >> Run Now >> Monitor
To run the dataflow to update the app datasets with the refreshed data:
Dataflows & Recipes >> My First Analytics App eltdataflow >> Click Drop Down >> Schedule >> Run Now >> Monitor tab
Create a Permission Set
Administration >> Users >> Permission Sets >> New >> Enter name in the Label field >> From the License drop-down menu, select the Sales Analytics Apps permission set license (PSL) >> Save
Add Permissions to the New Permission Set
On the permission set overview page, System section >> System Permissions >> Edit >> Select the check box for the permission that enables that level of access >> Save
Some of the Tableau CRM Permissions
· Use Tableau CRM Templated Apps. This permission is for users who need access to any Tableau CRM apps included with the Tableau CRM platform license (which is called Tableau CRM Growth). This includes Sales Analytics and a variety of other apps we can see when we select Create and open the template picker.
· Manage Tableau CRM Templated Apps. This is admin-level permission that lets us create, share, and delete apps.
· Edit Tableau CRM Dataflows. Another admin-level permission. We use this to do app customizations that involve changing app data. As such, it’s for advanced admins who are comfortable with editing a bit of JSON.
· Download Tableau CRM Data. Download screenshots and data in tabular format through the Tableau CRM user interface.
· Edit Dataset Recipes. This allows us to customize the data in our app with recipes.
Happy Learning! ✍️
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