Templated Apps

Question 1

Approval Analytics Template Requirements

Answer 1

• Org must have a defined approval process
• Org must have at least one object w. a record submitted for approval
• Enable Analytics Integration User to see all fields used
• All app users need Tableau CRM Growth license
• Permissions: Manage Tableau CRM Templated Apps and Use Tableau CRM Templated Apps

Question 2

Event Monitoring Analytics App

Answer 2

• Integrates w. event monitoring and setup audit trail data
• Gives you insights into your user and org behavior
• Identify suspicious behavior, slow page performance, and poor user adoption

Question 3

B2B Marketing Analytics App

Answer 3

• Explore Pardot and Sales Cloud data in one place
• Understand the impact of marketing on revenue
• Take instant action to drive marketing results

Question 4

Sales Analytics App

Answer 4

• Brings power of Analytics to Sales Cloud
• Move from insight to action quickly
• Turn data into smarter sales
• Available on all devices that support Analytics

Question 5

Approval Analytics Template

Answer 5

• Increase visibility into approval processes
• Managers and team leaders can view approval history, understand trends, identify bottlenecks, and take action to streamline the process

Question 6

Tableau CRM Templated Apps

Answer 6

• Fast way to get started
• Templates do the heavy lifting for you
• Create with a few clicks or by answering Qs in the configuration wizard
• Can be installed automatically with managed packages
• Tableau CRM creates datasets and dashboards designed and built by Salesforce based on years of experience

Question 7

The Einstein Accuracy Analytics Template

Answer 7

• Monitor how well Einstein Discovery models predict actual outcomes over time

Requirements

• Use Tableau CRM Templated Apps
• Access Event Monitoring Analytics Templates and Apps
• Edit Tableau CRM Dataflows

Question 8

Adoption Analytics Template

Answer 8

Ready-made insight into how your team uses Tableau CRM apps, dashboards, lenses, and datasets