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Insights in Salesforce with Tableau CRM Part 1 of 2 & how to use Notion to build your Knowledge Base

Mar 26, 2022, 3:30 – 5:30 PM (UTC)

Salesforce Admin Group, San Ramon, United States

Topics covered include : Datasync and connections, Dataflows and Dataprep 3.0, Dashboards and apps, Queries, Dashboard Design, Interactions, SAQL (Salesforce Analytics Query Language) Editing, Security Predicates The resources for becoming a certified Salesforce Tableau CRM and Einstein Discovery Consultant Part 2 - Notion as a documentation tool. A chance to win a gift certificate!

About this event

Topics covered include :

Datasync and connections,

Dataflows and Dataprep 3.0,

Dashboards and apps, Queries, Dashboard Design, Interactions, SAQL (Salesforce Analytics Query Language) Editing, Security Predicates

The resources for becoming a certified Salesforce Tableau CRM and Einstein Discovery Consultant

Part 1 in March will be focussed on transformations and data loading 

Part 2 in April will focus more on dashboard design

This will be followed by a session on Notion as a documentation tool.

A chance to win a gift certificate!

To get the most from the session, you can complete the trailheads in the link below:
https://trailhead.salesforce.com/en/content/learn/trails/discover-tableau-crm

And go through the video series on Tableau CRM training:
 https://www.youtube.com/watch?v=aPwndqsmaGk&list=PLjJeA2SstEtKn5baTEiZ1Lo7er2cOk61z&ab_channel=SalesforceReleases


Speakers

  • Phillip Schrijnemaekers

    Certified Salesforce Application Architect | CRM Analytics/Tableau Consultant

  • Sheeba Thukral

    Jamf Software Inc

    Senior Systems Specialist

When

When

Saturday, March 26, 2022
3:30 PM – 5:30 PM (UTC)

Agenda

3:30 PMWelcome and Intros
3:35 PMInsights into Salesforce with Tableau CRM Part 1 of 2
4:35 PMQuestions and Answers
4:50 PMFire side chat
5:00 PMNotion as a Documentation tool
5:25 PMConclusion

Group Leaders

  • Sheeba Thukral

    CFOsquared Inc

    Leader

  • Krish Thukral

    Community Group Leader

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