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Tableau CRM Certification

This class was created by Brainscape user Katrina Cho. Visit their profile to learn more about the creator.

By: Katrina Cho
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Decks in this class (20)

Tableau CRM Assets
What is an app 1,
What is a lens 2,
What is a dataset 3
11  cards
Assign Permissions
Quick vs custom 1,
Permission set licenses psl 2,
Permission sets 3
4  cards
Salesforce Data Access
Integration user 1,
Security user 2,
Row level security 3
8  cards
Planning Your Data & Creating a Dataset
Identify your data requirements 1,
Map the data journey 2,
Extraction 3
11  cards
Transformations
Transformation for data prep reci...,
Transformations for dataflows 2,
Append transformation 3
19  cards
Limits
Api call limits 1,
Row storage allocations by license 2,
Total row storage limits 3
11  cards
Tableau CRM REST API
Features you can access w tableau...,
Examples of things you can do wit...,
Backup and restore previous versi...
5  cards
XMD and Optimize Performance
Tableau crm extended metadata xmd 1,
What you can customize with xmd 2,
Optimize dashboard performance 3
4  cards
Change Sets
Migrate tableau crm assets with c...,
How to migrate assets source org 2,
How to migrate assets target org 3
3  cards
Chart Types
Bar chart 1,
Calendar heat map chart 2,
Column chart 3
27  cards
SAQL
Timeseries 1,
Approaches to write saql to direc...
2  cards
Facets & Interactions
Interaction types 1,
Create interactions with clicks 2,
Cross dataset faceting with conne...
8  cards
Templated Apps
Approval analytics template requi...,
Event monitoring analytics app 2,
B2b marketing analytics app 3
8  cards
Before Building the Dashboard
Before building the dashboard 1,
Sketch it on paper 2,
Prioritize elements 3
9  cards
While Building & After
While building the dashboard 1,
Apply labels 2,
Use colors 3
4  cards
Four Stages of Analytics
Descriptive analytics 1,
Diagnostic analytics 2,
Predictive analytics 3
5  cards
Collect, Cleanse, and Optimize Your Data
Considerations for preparing data 1,
Address common data issues 2,
Extreme values and outliers 3
14  cards
Create Calculated Columns in Your Dataset
Create calculated columns 1,
Types of calculated columns 2,
Aggregations 3
5  cards
Einstein Discovery Capacities and Limits
Tableau crm dataset limits 1,
Story limits max creations per or...,
Prediction limits with automated ...
4  cards
Practice Questions
A consultant built an einstein an...,
Tpt ltd recently recruited robert...,
A dataset for building the einste...
69  cards

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Tableau CRM Certification

  • Class purpose General learning

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