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Tableau training for Salesforce users

Today, The Information Lab announces and is running the first Tableau training courses specifically aimed at Salesforce users. These new, free-of-charge, “Essentials” training sessions will aim to teach Salesforce users, admins, partners and even Salesforce employees about the basics of Tableau and how to build interactive visualisations and dashboards on data available to them in the Salesforce platform.

As well as learning about a large variety of chart types and visualisation options in Tableau, delegates will see the different options for connecting to Salesforce data, how to bring in custom objects and fields, how to make use of, and edit the Template reports available to all Tableau and Salesforce users, and how to then embed dashboards back into Salesforce pages to enable relevant insight and analytics right within the cloud platform.

The course is aimed at people who are familiar with Salesforce but new to Tableau.

To be amongst the first to know about when these courses are running, as well as other Tableau and general data analytics events, please join our Meetup group, here. http://til.bi/talkdata

Robin Kennedy

London, UK

3 thoughts on “Tableau training for Salesforce users

  1. I definitely fall on the opposite side of the spectrum. I am well versed in Tableau and know next to nothing of Salesforce. Could this course be beneficial to me as well? If not, maybe you can point to some alternatives.

      1. Agreed – this course is not going to teach you too much about Salesforce itself. It’s mostly focussed on creating charts and dashboards with typical salesforce data, although you’d learn about how to embed Tableau dashboards back into Salesforce itself so there is a little about lightning pages and so on.

        I’d recommend seeking out a Salesforce training company, or as Jon suggests, use https://trailhead.salesforce.com/ for some free self-paced learning. Check out Salesforce platform Basics and Data Modelling as a starter for 10.

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