🎯 Key Takeaways for quick navigation: 00:00 📊 The video discusses designing dashboards in Tableau CRM, covering dashboard basics, micro charts, dynamic pages, and more. 00:28 📱 Dashboards should be designed with flexibility to suit various devices, and dark themes can be useful for CXO presentations. 01:20 📋 In Tableau CRM, widgets include charts, tables, filters, and more, while steps are queries that fetch data for widgets. 02:22 📄 Smart dashboard templates are available to help design dashboards quickly by selecting datasets, metrics, and filters. 03:23 📈 A smart template dashboard allows users to select the dataset, metrics, date ranges, and filters to create a fully functional dashboard. 05:09 🎨 Creating a flexible dashboard layout in Tableau CRM can enhance the presentation. 06:02 🌐 Global filters in dashboards help improve performance by reducing the amount of data processed for each widget. 09:20 🗺️ When designing dashboards, consider using containers to group widgets and add background images to them. 14:02 📊 You can create steps and widgets individually in Tableau CRM to display data in various chart types. 19:47 🗺️ Tableau CRM allows you to quickly add chart widgets by selecting the chart type, defining data metrics, and formatting the chart. 25:34 ⌛ It's easy to edit and format charts within the Tableau CRM dashboard designer to create a visually appealing dashboard. Made with HARPA AI/yo
@@gmanfromdibloc2479 I am Salesforce Admin also I know apex but I don't want to code planning to do this I also know SOQL so is that sufficient and is this playlist sufficient for salesforce tableau
@@Nova-jc4jn - I am not familiar with APEX and SOQL. I am new to salesforce, analytics background hence I chose to work in crm analytics space. SAQL is similar to SQL and anyone with SQL knowledge should catch on quicker. A senior colleague has platform dev 1 cert and says it does not come in handy. With some time and really learning on the job you should be fine. GPT also can solve a lot of your problems if you give it enough information to work with and if you use your own knowledge and judgement in the process.
@@gmanfromdibloc2479 understood thanks and yes I know SQL, MySql and SOQL and one more is these hard to learn and do Salesforce business analyst use this? Or who uses Salesforce tableau?
Thank you so much! You are an answer to my prayers!! I took a couple screenshots so I can keep the important points in my OneNote Tableau notebook. With your help, I am going to shine.
Lol At lunch today at local Advent hospital some ladies in Dialysis dept were talking about Tablo. Which I thought was about Tableau!! They were talking about a dialysis machine that sounds like the same name .... Lol they weren't referring to Salesforce
Hi there, I followed your instruction to set up salesforce instance and I could be able to get into the instance. However, there is no Analytics Studio selection in the app launcher. Any suggestions on how to resolve that?
🎯 Key Takeaways for quick navigation:
00:00 📊 The video discusses designing dashboards in Tableau CRM, covering dashboard basics, micro charts, dynamic pages, and more.
00:28 📱 Dashboards should be designed with flexibility to suit various devices, and dark themes can be useful for CXO presentations.
01:20 📋 In Tableau CRM, widgets include charts, tables, filters, and more, while steps are queries that fetch data for widgets.
02:22 📄 Smart dashboard templates are available to help design dashboards quickly by selecting datasets, metrics, and filters.
03:23 📈 A smart template dashboard allows users to select the dataset, metrics, date ranges, and filters to create a fully functional dashboard.
05:09 🎨 Creating a flexible dashboard layout in Tableau CRM can enhance the presentation.
06:02 🌐 Global filters in dashboards help improve performance by reducing the amount of data processed for each widget.
09:20 🗺️ When designing dashboards, consider using containers to group widgets and add background images to them.
14:02 📊 You can create steps and widgets individually in Tableau CRM to display data in various chart types.
19:47 🗺️ Tableau CRM allows you to quickly add chart widgets by selecting the chart type, defining data metrics, and formatting the chart.
25:34 ⌛ It's easy to edit and format charts within the Tableau CRM dashboard designer to create a visually appealing dashboard.
Made with HARPA AI/yo
Actual training content begins at 5:13
Does Salesforce tableau needs coding?
@@Nova-jc4jn You can achieve a lot without needing to code but there may be some data challenges that you may need to resolve using SAQL (code).
@@gmanfromdibloc2479 I am Salesforce Admin also I know apex but I don't want to code planning to do this I also know SOQL so is that sufficient and is this playlist sufficient for salesforce tableau
@@Nova-jc4jn - I am not familiar with APEX and SOQL. I am new to salesforce, analytics background hence I chose to work in crm analytics space. SAQL is similar to SQL and anyone with SQL knowledge should catch on quicker. A senior colleague has platform dev 1 cert and says it does not come in handy. With some time and really learning on the job you should be fine. GPT also can solve a lot of your problems if you give it enough information to work with and if you use your own knowledge and judgement in the process.
@@gmanfromdibloc2479 understood thanks and yes I know SQL, MySql and SOQL and one more is these hard to learn and do Salesforce business analyst use this? Or who uses Salesforce tableau?
This is really a very good training material. Can you please share the document/PPT that you are using in the video ?
Thank you so much! You are an answer to my prayers!! I took a couple screenshots so I can keep the important points in my OneNote Tableau notebook. With your help, I am going to shine.
Lol
At lunch today at local Advent hospital some ladies in Dialysis dept were talking about Tablo. Which I thought was about Tableau!! They were talking about a dialysis machine that sounds like the same name .... Lol they weren't referring to Salesforce
Does Salesforce tableau needs coding?
Hi there, I followed your instruction to set up salesforce instance and I could be able to get into the instance. However, there is no Analytics Studio selection in the app launcher. Any suggestions on how to resolve that?
All, please help! For the life of me, I cannot get my org set up with the data files that we begin using in #3 video - Creating Data Sets.
Good material. Watch at 2x speed
Great addition to the prior video sets, thanks so much
could you provide material?
link plz
Can you pin those links which you showed at the end of the vodeo it will easy to access for us thankyou
Here is the Tableau CRM playlist link i found : ua-cam.com/play/PLjJeA2SstEtKn5baTEiZ1Lo7er2cOk61z.html
you are already there!
great
great