Building Lenses, Dashboards and Apps in Tableau CRM

ExistBI is a Tableau Partner

Course Description

This 1-day Building Lenses, Dashboards and Apps in Tableau CRM training, gets you ready to start building in CRM Analytics. 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 CRM Analytics 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

Our trainers are certified and enthusiastic about Tableau and Salesforce! For larger teams, the training is offered onsite at your office. Otherwise, online Tableau training is offered via live instructor-led virtual classroom. All delegates receive course materials and access to our licensed environment for hands-on labs.

Course Outcomes

At the end of the course, learners will be able to:

  • Build and manage apps in CRM Analytics
  • 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

Course Summary

Next Public Course Dates

UK & Europe:

  • 3 October 2023
  • 17 October 2023
  • 7 November 2023

US & Canada:

  • 26 September 2023
  • 10 October 2023
  • 24 October 2023
  • None
  • 1 Day
Available Formats
  • Public Virtual Live Instructor-Led
  • Private Virtual Live Instructor-Led
  • Private Onsite

Course Modules

  • Managing Apps, Lenses, Dashboards, and Datasets
    • Overview of building and managing apps
    • Building an app
    • Manage apps, lenses, dashboards, and datasets
  • Designing a Dashboard and Creating a Template
    • Dashboard Building Overview
    • Designing a Dashboard
    • Create a dashboard template
  • Building a Dashboard
    • Building a Dashboard
    • Adding Charts, Tables, and KPIs to a Dashboard
    • Adding Filters to a Dashboard
  • Modify a Dashboard for Mobile
    • Translating Desktop Dashboards to a Mobile Device
    • Creating/Updating Mobile Dashboard Layouts

Upcoming Public Virtual Live Instructor-led Course Dates

UK & Europe:

US & Canada:

Book This Course

Other Training Areas of Interest

Get Notified of Upcoming Classes

Want to know when the next class will be offered? Sign up for notifications!

      To discuss your project requirements, send us a message

        For a free assessment, quick quote or training information, send us a message

          To book this course, please fill in your details and submit the form.

            To book this course, please fill in your details and submit the form.

              To discuss your training requirements or book a class, drop us a line