ANC301

ANC301 – IMPLEMENT AND MANAGE TABLEAU CRM

(Program update January 2023)

Score : 5/5 (2022 average)

Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you’ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster.

Audience

This class is ideal for integration specialists or Salesforce Administrators who want to learn more about connecting and securing data in Tableau CRM. This course is also great for business analysts or developers interested in creating advanced dashboards.

Prerequisites

Please complete the following trailmix before attending our expert-led class Trailmix, Trailhead Academy

IMPORTANT : If you use your personal computer and a configuration is described in the Computer Setup Guide, you must complete it before attending the class

When you complete this course, you will be able to:

• Determine your user, data, and security requirements, and establish a development process
• Set up apps and control what users can do in Tableau CRM by assigning them licenses, permission sets, and app permissions
• Load external data to Tableau CRM
• Create and run dataflows to load Salesforce data and join it with data from other datasets
• Understand and use Data Sync effectively
• Understand Recipes and Data Prep
• Understand and implement data security in Tableau CRM, and override security for implementation and testing
• Understand how filters on dashboards function and be able to use interactions when necessary
• Understand a dashboard’s JSON file
• Explain the process of dashboard queries and modify a query to meet specific analytic requirements
• Modify dataset metadata

• Discovery and Planning
• Set Up Users and Apps
• Connect Data
• Data Security
• Extended Metadata in a Dataset
• Dashboard Templates and Mobile Dashboards
• Bindings in Dashboards
• Query Modification

• Learn how to develop and implement a Tableau CRM environment
• Theoretical explanations paired with hands-on exercises
• Attendee kit provided : Course material / Exercise Book / Training organization available 30 days
• ANC301 is recommended to prepare Salesforce Certified Tableau CRM & Einstein Discovery Consultant. Other courses and self-study materials are recommended for this exam. The complete list of prerequisites is provided by Salesforce in the Exam Guide.
• Registration for an inter-company training session entitles you to a voucher to pass the corresponding certification exam. The voucher, valid for 6 to 12 months, is sent to the trainee on request, at no additional cost. Note that this offer is valid for only one voucher per certification; If you register for multiple courses preparing for the same certification, you will be entitled to only one free voucher.
  Note :
  • Salesforce certification exam doesn’t take place during the training and it’s up to the delegate to register to the exam via the webassessor
  • We don’t recommend passing the Salesforce certification exam directly after attending the course. Additional work must be provided

• Delivery Format:
  • Classroom (Paris)
  • Virtual
• Language: English – Materials in English
• User Interface : Lightning Experience
• Duration: 3 days
• Registration deadlines: Registration is possible up to 12 working days before the start of the training if there are still seats available
• Intra-company training: consult us

• Price: 2 175 € excl. tax
  • For inter-company registrations, the voucher to pass the Salesforce certification exam is provided on request, without any additional cost. The voucher is valid from 6 to 12 months. Only 1 voucher per certification is provided for free
  • Training can be supported on the training budget and financed by a collecting organism or OPCO