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 | |
| Prerequisites |
|
| Duration |
|
| Available Formats |
|
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
Testimonials
“The Informatica B2B session was awesome, the materials were accurate and Jean was a really good instructor”
- James Martin, Manager, Business Intelligence, Large US Company
“The SAP BOE310 Business Intelligence Platform: Administration and Security training was well presented and the trainer was very patient with us, now signed up to the BOE320 Administering Servers training”
- Yocelyn Robles, Platform Engineer, Franchise Tax Board
“Our Informatica Axon and Enterprise Data Catalog training classes were all excellent for our needs. The trainer really knew a lot about data governance strategy, frameworks, stewardship and actual implementation. As a senior consultant, he had implemented many projects, this really helped in Q&A. Highly recommended.”
- Susan Charles, IT Director, SoFi Bank
