This document provides an introduction to Tableau CRM for Salesforce. It outlines 11 steps to get started with Tableau CRM, including creating a developer edition org, understanding the differences between Salesforce and Tableau CRM, exploring data sources and replications, creating datasets using recipes and dataflows, building dashboards, and important considerations around security and users. Examples of a dataflow transformation and dashboard are provided. Resources for learning more about Tableau CRM through Trailhead and blogs are also listed.

2. Sébastien Varoteaux
Senior Program Architect @ Salesforce
linkedin.com/in/sébastien-varoteaux-48476b
Vincent Finet
Senior Program Architect @ Salesforce
linkedin.com/in/vincentfinet

3. I II
Tableau CRM,
nice to meet
you!
Demo &
Examples
III
Resources

4. Part I
Tableau CRM,
nice to meet you!

5. Tableau CRM, nice to meet you!
Step 1: Create a developer edition org including Tableau CRM
● Because unfortunately, Tableau CRM
is not included in:
○ standard Developer Edition orgs
○ trailhead playground orgs
● You need to create a specific Org for
training
○ developer.salesforce.com/promotions/orgs/
analytics-de

6. Tableau CRM, nice to meet you!
Step 2: Once logged, get to know the difference
● The Salesforce home page includes an EA dashboard
● You have access to a new Application in Salesforce called “Analytics Studio”
● You get a salesforce environment that includes EA licences.

7. Tableau CRM, nice to meet you!
Step 3: What’s that new app?
● In Salesforce, it is a new “application”
● Your user will need to be assigned a
Permission Set and a Permission Set
License
● Then, Analytics Studio is a new website
● It is still hosted on the same “instance”
as you Salesforce org
● With a different database and obviously
oriented data and metrics!
https://eu19.lightning.force.com/wave/wave.app#dashboard/0FK1i...

8. Tableau CRM, nice to meet you!
Step 4: It all about DATA ;)
● Data sources
○ Definition of where you get the data you
want to manipulate
○ By default, you have access to the
SFDC_LOCAL source (your SF org)
○ Other sources types are available
● Data replications
○ Each sources will be replicate in
Tableau CRM’s own database
○ Which elements will be synchronized
(for SFDC_LOCAL: objects and fields)
○ The frequency (each week, day...)
○ The method (full, incremental or hybrid)
● Data stored
○ Dataset: tables with rows & fields (dimensions/measures)
● Data transformation
○ Recipe: simple transformation between sources and/or
existing datasets (for starting point)
○ Dataflow: complex transformation between sources
and/or existing datasets (for more advanced users)
○ SAQL: Analytics Query Language that can include
transformation but not only...
● Data visualization
○ Dashboards: global visualization
○ Lens: play with the data “locally”
● Data packaging/categorization
○ Applications: shareable, template

9. Tableau CRM, nice to meet you!
Step 5: Let’s start with your data sources and replications
1
2
3
4

10. Tableau CRM, nice to meet you!
Step 6: Then let’s get some data rows into datasets!
How to create a
dataset?
1. Download a csv file
(blue button)
1. Based on existing
datasets and/or data
sources:
- Recipe
- Dataflow
1. API (for advanced
users)
1
2 3
4
5

11. Tableau CRM, nice to meet you!
Step 7: I feel like creating a recipe today!
1
2
3

12. Tableau CRM, nice to meet you!
Step 7: I feel like creating a recipe today!
Recipe VS
Dataflow

13. Tableau CRM, nice to meet you!
Step 8: Ho no-no, I REALLY feel like creating a dataflow!
2
3
4
Input OutputProcessing

14. Tableau CRM, nice to meet you!
Step 8: Dataflow common tools
SfdcDigest To load internal datasource
Digest To load external datasource
Edgemart To load existing dataset
Only select the fields you need
Think about default values
Source loaders
Append To add rows to a target
With the same column or not
Augment To complement rows on a common data
Single value (1-1) add data
Multiple values (1-*) aggregates
Rows manipulation

15. Tableau CRM, nice to meet you!
Step 8: Dataflow common tools
Column manipulation
Compute
Expression
Calculation based on fields within the same row
Code transformation, difference between 2 dates...
Compute
Relative
Calculation based on the same field in other rows
ordered within a partition
Current, first, previous, next
% improvement, average amount...
Dim2Mea Transform a dimension to a measure
From “100” to 100 to be able to perform calculations in dashboards
Flatten Aggregate hierarchical data in a single column
User’s chain of management...

16. Tableau CRM, nice to meet you!
Step 8: Dataflow common tools
Filtering
Filter SAQL or expression to reduce the
row to be considered
Field:EQ:value Filtering
Slice Delete unwanted and no more necessaries columns
Update Update values from a set of data to another
Register Create or overwrite the dataset

17. Tableau CRM, nice to meet you!
Step 9: Dataset coloring, formating, labelling, ...
You can manage labels and colors globally for a Dataset: Explore a Dataset

18. Tableau CRM, nice to meet you!
Step 10: Dashboards, dashboards, dashboards!!!

19. Tableau CRM, nice to meet you!
Step 10: Dashboards, dashboards, dashboards!!!
Magic Shortcut:
Ctrl+E to get the JSON
of the dashboard, for
mass updates!!

20. Tableau CRM, nice to meet you!
Step 10: Dashboards, dashboards, dashboards!!!
Chart 6 bars, 4 lines, 4 Date & times, 5 gauges, 4 circles & dots, 3 grids, 3 maps, 5 pipelines
Table 1 simple, 2 with aggregates
Global filter To filter on any field. 1 or all global filters
Container Zone which contains other elements
Date selector Simple filter on a date field
Link To create a link to a dashboard, a page of a dashboard or any URL
Image Display an image stored on Einstein Analytics
List selector Simple filter on a dimension in the form of a list
Number Display a number
Range selector Simple selector on a measure in the form of a slider and min/max fields
Text Display a text
Toggle Display dimension values of a fields in the form of buttons
Navigation bar Display the list of pages of the dashboard in the form of buttons

21. Tableau CRM, nice to meet you!
Step 10: Dashboards, dashboards, dashboards!!!
Use the Bar or Column chart to provide a quick visual
comparison of related values
Use a pyramid chart to visually highlight relative sizes of stacked
dimension values
Use a timeline chart to show how a value changes over time
Use an origami chart for easily identifying high- and low-value
data
Use a funnel chart to visualize sequential data that can be
broken up into stages
Use treemaps to visualize hierarchical quantitative data
Use a waterfall chart to show the cumulative effect of
sequentially introduced positive or negative values with
breakdowns of value totals
Use a map if you have data with a geographical information
Use gauge charts to track progress along a single measure
All charts can be customized using their properties

22. Tableau CRM, nice to meet you!
Step 10: Dashboards, dashboards, dashboards!!!
Track the performance of your dashboards to be sure
it would be usable for your users.
The more query you do, the longer the response is
The more SAQL you do, the longer the response is
The more rows there are, the longer the response is

23. Tableau CRM, nice to meet you!
Step 11: Before you start...
● Technical users
○ Integration User
■ Define which objects and fields can be
extracted from Salesforce to Tableau
CRM (View All Data access)
■ Profile: Analytics Cloud Integration User
○ Security User
■ Used when a row data security is set up
on a dataset. The Security User must
have at least read permission on each
User object field included in a
predicate.
■ Profile: Analytics Cloud Security User
● Security
○ Security Predicate
■ Allow to display to the user only a
subset of rows
■ It compares a column of the dataset to
a field on the user record
○ Sharing Inheritance
■ Synchronize sharing configured in
Salesforce - Account, Case, Contact,
Lead and Opportunity
■ Always set a Security Predicates to
take over in situation the sharing can’t
be honored
■ Use the Sharing Inheritance Coverage
Assessment tool (setup)Do not inactive them
Do not modify profiles, clone them!

24. Tableau CRM, nice to meet you!
End so much more...

25. Part II
Examples

26. Examples
Use case #1: Dataflow
● Input sources:
○ Opportunities
○ Accounts
○ Users
● Transformations:
○ Augment Opportunities with owner
info
○ Augment Opportunities with related
account info
○ Add a numerical field representing
the stage name
○ Drop some fields
● Output:
○ Dataset “OpportunitiesForWebinar”

27. Examples
Use case #2: Dashboard

28. Examples
Use case #2: Dashboard

29. Part III
Resources around
Tableau CRM

30. Resources around Tableau CRM
Trailhead
● Create a Developer Edition org with Tableau CRM!
○ developer.salesforce.com/promotions/orgs/analytics-de
● Beginners:
○ https://trailhead.salesforce.com/en/content/learn/modules/wave_analytics_basics
○ https://trailhead.salesforce.com/en/content/learn/trails/wave_analytics_enable_and_produce
● Projects:
○ https://trailhead.salesforce.com/en/content/learn/projects/quick-start-einstein-analytics
● Superbadges:
○ https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_analytics_integration_spe
cialist
○ https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_analytics_insights_specia
list
● Trailmix for the Einstein Analytics and Discovery Consultant certification
○ https://trailhead.salesforce.com/users/ea-trails/trailmixes/learn-einstein-analytics-plus

31. Resources around Tableau CRM
Great additional stuff (out of Trailhead)
● Main article about Tableau CRM on Salesforce help:
https://help.salesforce.com/articleView?id=bi.htm&type=5
● Blogs by the famous Rikke Hovgaard about SAQL, Dashboards, Bindings:
https://www.salesforceblogger.com/author/rikkehovgaard-org/
● Group on the success community:
https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfileP
age?g=0F9300000009MBPCA2
● List if unsupported objects and fields on Help
https://help.salesforce.com/articleView?id=bi_integrate_salesforce_extract
_transformation_unsupported_objects_fields.htm&type=5

34. Prochains Events

35. Quiz time !