So here we are! You’ve discovered Tableau CRM (formerly known as Salesforce Einstein Analytics) and can’t wait to get started, correct? Well to be honest, neither can I to help you get started!
In case you haven’t already, I advise you to read up on my previous blogpost ‘A Beginner’s Guide to Salesforce Tableau CRM (formerly known as Einstein Analytics)’ to get yourself familiarized with the basics of Tableau CRM. That being said, off we go!
By the end of this blogpost you should be well off to get your next-level Analytics skills going. I’ll walk you through 5 tips that will help you master the fundamentals of Tableau CRM and with a bit of luck leave you wanting even more. The 5 tips are:
- Get familiar via Trailhead
- Hands-on experience is the best teacher
- Start at the end: Reverse engineering 101
- Learn from the global Datatribe
- Contact an Analytics Champion in your area
Get familiar via Trailhead
Here at Cloud Innovation, we’re huge fans of Trailhead, Salesforce’s free online learning platform where you can learn all about the fundamentals of all Salesforce products. Through Quizzes and hands-on challenges you can master the tool, one module at a time. The same is true for Tableau CRM.
Even better, Trailhead has compiled a Trailmix with all the relevant modules for you to learn and get guided hands-on experience.
Go and discover this ‘Learn Einstein Analytics Plus’ Trailmix here!
Don’t be afraid of the 44+ hours estimation to complete the trail, you can take your time and go through it all at your own pace. Once you’re finished, you’ll be the proud owner of tons of badges, points and a well deserved sense of accomplishment! Seems like a fair trade for your time, doesn’t it?
Hands-on experience is the best teacher
As Julius Caesar famously said: “Experience is the teacher of all things” or more generally “experience is the best teacher”. And I couldn’t agree more. Salesforce has excellent documentation for all their solutions, but reading about something is not the same as doing things yourself. Don’t worry, we’ve got you covered.
Follow the steps in the following Trailhead module to sign up your very own free Analytics-enabled Developer Edition org. This org is a safe environment where you can practice the skills you’re learning. Unlike the regular Developer Edition org, the Analytics-enabled one comes with a limited Analytics platform license and contains sample data.
Once you’re in and know your way around in Analytics Studio, be sure to do as many Trailhead Projects as you can. Be sure to filter on Product = Einstein Analytics.
Start at the end: Reverse engineering 101
If creating Analytics dashboards and dataflows from the ground up takes too long for you, why don’t you try and tear down pre-built dashboards and dataflows?!
That’s where Apps come to the rescue. With the click of a few buttons you can make Tableau CRM work for you (learn how via this link). When an App has been created you’ll have access to beautiful dashboards that you can start reverse engineering and learn how the people at Salesforce approach dashboard design. In addition the app will also create its very own dataflow which you can access via the Data Manager. Here you’ll be able to learn a lot about data transformation and best practices. Fair warning though, this might cause you a bit of a headache at first sight because there is a whole lot to learn here!
The three Apps that I absolutely recommend to reverse engineer are
- Design Style Guide (dashboard design)
- Learning Adventure (choosing charts, advanced queries, dynamic filtering)
- Sales Analytics (dataflows)
Learn from the global Datatribe
Since you’re reading this blog you’re already one step ahead of my next little piece of advice. Learn from the ones who have set out on this learning journey before you! Salesforce has a thriving, global community of people just like yourself, looking for answers and learning from each other. For Tableau CRM specifically, this community even has its own name #DataTribe! Go follow this handle on all your socials.
People within the Datatribe are actively sharing tips and tricks through various channels. Make sure to find which formats are the right ones for you and start consuming the information to always keep on learning from each other! Here is a list of some of the ones I really enjoyed lately, but be sure to search for yourself as there are wonderful new content creators each day!
Online you’ll constantly find even more comprehensive lists, such as this one here.
Contact an Analytics Champion in your area
Last but not least, when all of the above doesn’t satisfy your endless hunger for knowledge, feel free to contact an Analytics Champion in your area. Analytics Champions are a select group of people all around the world who all have extensive knowledge of Tableau CRM and are willing to share their expertise with all who ask. You can discuss tips & tricks, ask for a demo, perhaps even a Proof of Concept based on your specific business requirements.
As luck would have it, I am currently part of that program, so feel free to ask me any questions about Tableau CRM, as I would be happy to help you along!
There you have it, my 5 tips to get you started with Tableau CRM in no time!
Hope you’ve picked up a couple of things along the way.
Good luck and most importantly, enjoy!