Tableau CRM Test Drive
Tableau CRM (formerly Einstein Analytics) empowers your Salesforce CRM users with actionable insights and AI-driven analytics right in their workflow.
Join us for our Tableau CRM Test Drive and we'll show you how Tableau CRM helps your team to work more efficiently, spot trends faster, and predict outcomes. Tableau CRM is native to Salesforce so data can be seamlessly woven into every action and decision taken in Salesforce. You will learn how to create/upload your own data to Tableau CRM and get AI-based guidance on the best steps to take while you stay in the flow.
Who should attend?
Anyone interested to learn the basics about setting up Tableau CRM to automate discovery and focus on outcomes.
Prerequisites for the workshop:
Register for a Trailhead Salesforce Analytics org
For the test drive, you will need a NEW, specific Salesforce instance with Analytics enabled on it. The following steps will help you set up the new instance that you can use:
Request a Salesforce Analytics instance by entering the required information at this link: https://developer.salesforce.com/promotions/orgs/wave-de
Note: Only select ‘Sign up with Salesforce’ if you are 110% sure you have a Salesforce login. If you are not sure sign up with ‘Google+’ or ‘LinkedIn’ (Your account can be merged easily at a later date.) Once the instance is setup, you will receive an email with your username (record your username so you don't forget). Activate the link in the email to set your new password and related security info.