Templated Apps Flashcards
1
Q
Approval Analytics Template Requirements
A
- Org must have a defined approval process
- Org must have at least one object w. a record submitted for approval
- Enable Analytics Integration User to see all fields used
- All app users need Tableau CRM Growth license
- Permissions: Manage Tableau CRM Templated Apps and Use Tableau CRM Templated Apps
2
Q
Event Monitoring Analytics App
A
- Integrates w. event monitoring and setup audit trail data
- Gives you insights into your user and org behavior
- Identify suspicious behavior, slow page performance, and poor user adoption
3
Q
B2B Marketing Analytics App
A
- Explore Pardot and Sales Cloud data in one place
- Understand the impact of marketing on revenue
- Take instant action to drive marketing results
4
Q
Sales Analytics App
A
- Brings power of Analytics to Sales Cloud
- Move from insight to action quickly
- Turn data into smarter sales
- Available on all devices that support Analytics
5
Q
Approval Analytics Template
A
- Increase visibility into approval processes
- Managers and team leaders can view approval history, understand trends, identify bottlenecks, and take action to streamline the process
6
Q
Tableau CRM Templated Apps
A
- Fast way to get started
- Templates do the heavy lifting for you
- Create with a few clicks or by answering Qs in the configuration wizard
- Can be installed automatically with managed packages
- Tableau CRM creates datasets and dashboards designed and built by Salesforce based on years of experience
7
Q
The Einstein Accuracy Analytics Template
A
- Monitor how well Einstein Discovery models predict actual outcomes over time
Requirements
- Use Tableau CRM Templated Apps
- Access Event Monitoring Analytics Templates and Apps
- Edit Tableau CRM Dataflows
8
Q
Adoption Analytics Template
A
Ready-made insight into how your team uses Tableau CRM apps, dashboards, lenses, and datasets
