Learning Map
Tableau CRM
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Turn on Tableau CRM Features & Bring in Data: Start your analytics journey! Set up Tableau CRM (formerly Einstein Analytics), turn on features, and bring data in. Lay the foundation for effective analysis.
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Build and Customize Dashboards, Lenses, and Apps: Learn how to explore your data and turn your killer insights into powerful dashboards. Get up and running fast with best practice, out-of-the-box app templates for sales, service, marketing, and more.
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Discover Insights and Predict Outcomes: Augment your data analysis with AI and machine learning. Discover what happened in your data and why it happened. Predict outcomes and learn ways in which to improve them.
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Extend Tableau CRM Everywhere Throughout Your Business: Extend your Tableau CRM experience to mobile and embed dashboards across Salesforce. Develop and package your own custom apps on the Tableau CRM platform.
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Get to Know and Personalize Your Tableau CRM Experience: Learn the basics about your dashboards, personalize your experience, and take action on those insights. Make sure insights are wherever you need them to be with the ability to share and go mobile.
Explore & Visualize Your Data
- Introduction to Analytics Explorer
- Desktop Exploration
- Visualize and Explore Your Data
- Explore Multiple Datasets within a Query
- Explore Salesforce Direct Data
- Choose the Right Charts
- Create a Waterfall Chart
- Add Icons to Analytics Dashboards
- Create Custom Maps
- Unleash the Power of Compare Tables
- Get to Know the Dataset Fields Panel
- Create and Format Derived Measures
Build Tableau CRM Dashboards
Organize & Share Tableau CRM Apps
Einstein Prediction Builder
Pro Tips
- Preparing Your Data For Einstein Discovery
- Einstein Discovery: How good is my model really?
- Take your Einstein Discovery model from Good to Great
- Managing Einstein Discovery Models in the Wild
- The Delicacy of Accuracy: A Deep Dive on Classification Performance
- Estimate Propensity to Buy with Einstein Discovery to Improve Sales Excellence
- More Blogs
Einstein Discovery for Reports
Develop and Package Apps on the Tableau CRM Platform
Embed Tableau CRM Everywhere in Salesforce
Embed Tableau CRM in Your Own Apps
Get Started Using Tableau CRM
Go Mobile with Tableau CRM
That’s not all, folks! Scroll down for more learning goodness!
Elevate your skills
Start your Tableau CRM journey with Trailhead
Trailhead is the fun way to learn Salesforce! Explore all four Tableau CRM trails and earn badges and super badges. Get your analytics edge today!
Earn your badges
Tableau CRM Best Practices
Learn from our experts as they tackle topics from project planning, to performance to dashboard design best practices. Take your skills to the next level with these best practice resources.
Learn more
Join the Tableau CRM Trailblazer Community
Ask questions, get answers, and connect in our Trailblazer community. This rich ecosystem is always on, so you can get rapid feedback from fellow trailblazers and product experts.
Join the community
Get personal with trainings
Ready to take your skills to the next level? Join hands-on training sessions taught by product experts at Tableau CRM Academies.
See upcoming trainings
Join us at an upcoming Tableau CRM event
We're everywhere! Come join us in a webinar or in person in a city near you. Check out this schedule to see where we'll be next.
Register for an event
Meet our Trailblazers and hear their stories
Our Trailblazers push Tableau CRM to its limits. And they love to talk about it! Visit the Content Sharing Center to explore their blogs, videos, and personal stories.
Take me there
Watch the training videos
From connecting and preparing data, through to building dashboards with advanced interactivity, you can learn all the skills and best practices at your own pace.
View video series
Share your feedback
We want to hear from you! What do you think of this Learning Map? How can we make it better? Let us know!
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