How To Create a Dashboard in Salesforce CRM Analytics (Tableau CRM) From Scratch | Part 1 - Dataset

Credits : Enway

Salesforce CRM Analytics (formerly Tableau CRM) is a powerful tool for data analysis and visualization. The foundation of any CRM Analytics dashboard is a dataset.

A dataset is structured data imported for analysis and visualization. It contains rows and columns, where each row represents a unique observation, and each column denotes an attribute or variable. Datasets can be sourced from various places like Salesforce objects, Excel, CSV files, databases, or cloud services. Once imported, users can explore, manipulate, and visualize data using a drag-and-drop interface. CRM Analytics recognizes data types and facilitates creating visualizations like bar charts, line graphs, scatter plots, and maps.

Watch this video to learn how to create a dataset from scratch.


Popular Salesforce Videos