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Salesforce Implement and Manage Tableau CRM (ANC301)

Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to...

  • 4.6 out of 5 rating
  • Last updated : 21/01/2026
  • English

Available as Instructor Led Training, Live Online & In Person at your Offices or Ours.

Duration:

24.00 hours

19.5 CPD hours

Overview:

Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster.

Description:

Take your Tableau CRM skills to the next level. In this 3-day, expert-led class, you ll learn how to develop and implement a Tableau CRM environment that contains both Salesforce and non-Salesforce data. Our team of experts will walk you through Tableau CRM features and settings, user setup, how to load and transform data, data security, and how to modify queries to customize dashboards so you can work more efficiently, spot trends, and predict outcomes faster.
DURATION 1 Day

No upcoming local classes scheduled.

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Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable.

To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.