On the top right of your screen, you will see a live or extract option, as shown in Figure 3.14. If you are connecting using the Salesforce connector, that option will be greyed out, as it is not possible to connect to
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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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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 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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Customer Relationship Management (CRM) analytics is a crucial tool for businesses looking to enhance their sales and customer service capabilities. It involves collecting and analyzing data on customer interactions, preferences, behaviors, and demographics to develop insights that can be used to improve
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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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This chapter will provide an overview of the history and key features of Salesforce and Tableau, it will also explore the benefits of integrating the two tools for Customer Relationship Management (CRM) analytics. This chapter will begin by discussing the origins and
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You need to prepare your CV and effectively showcase your skills and experience – here are a few pointers on how to do it:
One challenge would be job interviews and conversations with recruiters. As you probably know, LinkedIn is considered the best business portal (not just in my opinion). If you are new to it, here are some of my tips: Now, a few words
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The Tableau software ecosystem contains a number of different elements that together provide an unparalleled data analytics experience. The following diagram shows the general overview: Figure 1.4: Tableau product overview Tableau Desktop is a drag-and-drop analytics and data visualization software that allows
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