8. Click Sheet 1 to go to the worksheet, as shown in the following figure:
Figure 2.28: Go to worksheet
9. Click Accounts, as per the following figure:
Figure 2.29: Look at accounts
10. Drag the fields Billing Country and Account Name to the Columns bar, as shown in the following figure:
Figure 2.30: Add Billing Country
11. Click Add all members in the ensuing pop-up, as can be seen in the following figure:
Figure 2.31: Add all members
12. Expand the options under Account Name, as shown in the following figure:
Figure 2.32: Account Name
13. Click Measure | Count (Distinct), as shown in the following figure:
Figure 2.33: Select Count(Distinct)
14. Click the Sheet 1 text and type in Accounts by Country, and click OK:
Figure 2.34: Change Title
15. You now have a very basic chart of the number of Accounts in Salesforce grouped by country, as shown in the following figure:
Figure 2.35: Basic chart
We have now confirmed that everything is set up correctly and that we can start with the real learning journey of the book. Before we move on to Chapter 3, Dynamic developer environment, where we will learn more about ingesting data in Tableau, let us conclude and summarize our learning for this chapter.
In this chapter, we provided a step-by-step guide on setting up a Salesforce org with CRM analytics and integrating it with Tableau. We began by walking through the process of setting up a Salesforce org and highlighting the key features and configuration options for enabling CRM analytics. We then covered the steps for setting up Tableau Desktop and Tableau Online, including software installation and account creation.
We also explained how to connect to Tableau Public by providing a detailed guide on how to set up and get started with the platform. By following the steps outlined in this chapter, you should now be able to successfully set up a Salesforce org with CRM analytics and be ready to integrate it with Tableau. You will learn how to manage this connection between Tableau and Salesforce in the next chapter.
We will now move on to the start of our real learning journey as we tackle the key task of ingesting data with Tableau.
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