Implement and Manage Tableau CRM Training in United States of America

Salesforce knowledge, including: navigation, schema, security models, users, profiles, and permission sets. In addition, students should be proficient in Wave data exploration, building Wave dashboards with the UI, and basic JSON.

Please note: In order to provision you with your courseware and lab access for this course QA must share several items of basic personal information with our partner (usually your full name and email address). For more information on this please visit our QA Partner data sharing page. If you have any questions or concerns please contact your QA account manager.

• Determine your user, data, and security requirements, and establish a development process.
• Set up apps and control what users can do in Wave Analytics by assigning them permission set licenses, permission sets, and app permissions.
• Load an external CSV file to Wave and create and run a dataflow JSON file that loads Salesforce data and combines it with data from an existing dataset.
• Understand and implement data security in Wave and override security for implementation and testing.
• Apply a Wave Analytics layout template to a dashboard and create a mobile dashboard layout.
• Explain the limitations of filters in lenses and dashboards in the UI, and overcome these by modifying the compact form query.
• Explain the process of dashboard queries and modify a SAQL query to meet many analytic requirements.
• Create and upload an XMD file to modify a dataset's metadata.

Discovery and Planning

• Discovery Meeting
• Getting Logged In
• Planning the Development

Setting Up Users and Apps

• Overview of Wave Analytics Editions, Licenses, and Permissions
• Creating Wave Analytics Permission Sets
• Assigning Permission Set Licenses and Permission Sets
• Creating and Sharing Wave Analytics Apps

Connecting Data

• Overview of Connecting Data
• Data Mapping
• Overview of the Dataflow Process
• Designing a Dataflow
• Loading External CSV Data into a Dataset
• Creating and Running a Dataflow
• Combining Multiple Datasets in a Dataflow Using Transformations
• Running, Monitoring, and Scheduling a Dataflow
• Preparing Data with Dataset Recipes
• Additional Dataflow Transformations

Security Your Data

• Overview of Security in Einstein Analytics
• Determining Security Requirements
• Overview of Using Predicate Filters with Salesforce Data
• Implementing Ownership-Based Row-Level Security
• Implementing Role-Based Row-Level Security
• Implementing Team-Based Row-Level Security
• Overriding Security for Implementation and Testing

Building Dashboards with Templates and Mobile Layouts

• Overview of Einstein Analytics Dashboard Layout Templates
• Overview of JSON for Dashboards
• Building a Dashboard Using an Existing Layout
• Translating Browser Dashboards to a Mobile Device
• Creating/Updating Mobile Dashboard Layouts

Connecting Data Sources, Results and Selection Bindings

• Limitations of Filters in Lenses and Dashboard in the UI
• Creating a Dynamic Top-N Filter
• Optimize a Multi-Dataset Dashboard by Connecting Data Sources
• Creating a Dynamic Filter with Results Binding
• Dynamically Adjust a Chart with Static Steps

Modifying Queries in Dashboards

• Creating a YoY Growth Dashboard
• Creating a Sales Delta Dashboard
• Overview of Modifying Queries in a Dashboard
• SAQL Overview
• Add an External Salesforce Object to a Einstein Analytics Dashboard

Using Extended Metadata in a Dataset

• Overview of Extended Metadata (XMD)
• Backing Up and Uploading a Dataset's XMD File
• Adding Quick Action Menus For Records in Einstein Analytics