Already on this screen, it is possible to fix some issues that may be present in the data. To rename a field: Figure 3.11: Renaming a field by clicking the caret icon in Tableau Figure 3.12: Entering a new name directly in
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Congratulations on managing to connect to your Salesforce data! You are now in your data tab, and these are its components: Basic data manipulations in the data screen To start working with your data, simply choose any of the objects on the
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This chapter will focus on different methods for connecting to data in Tableau as well as data cleaning and transformation capabilities. The chapter explains how to connect to data in Salesforce via the Salesforce Connector, including the authentication and configuration steps required
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Tableau Public is a free site for sharing data visualizations. By working in this space and downloading the free version of Tableau Desktop for use with Tableau Public, you get the opportunity to continue your learning journey beyond the initial 14-days trial.
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Tableau Desktop is an application you need to download and install from the web. You can get a 14-day trial for free, but you must first sign up for a Tableau Online Account and create a test site. If you need more
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This chapter will provide a step-by-step guide on setting up a Salesforce org with Customer Relationship Management (CRM) analytics integrating it with Tableau, and highlighting the key features and configuration options for enabling CRM analytics. Next, we are going to cover the
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Integrating Tableau dashboards into Salesforce CRM environments can be a game-changer for businesses. It empowers users by providing them with powerful data visualization tools that enable them to spot trends and patterns that may have otherwise gone unnoticed. This integration allows users
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Analytics is the process of using data to make informed decisions, uncover hidden patterns and trends, and gain insights into a particular area of interest. This process involves the collection, processing, analysis, and interpretation of data, using statistical and computational methods to
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We noted above that Salesforce has products in more than twenty different enterprise software areas. That means a comprehensive overview of all the functionality provided by the company would easily run to a book in its own right. However, a good way
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In 2022, Salesforce reported second-quarter earnings of $7.72 billion, surpassing SAP to become the world’s largest enterprise software vendor. Through all of these changes and challenges, Salesforce has remained committed to its mission of delivering a platform that helps companies connect with
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