Salesforce: How To Create Tableau CRM Analytics Data Source Connection

Quick how-to for creating a Salesforce Tableau CRM Data Source Connection. Basic step-by-step for those who have not created a Tableau CRM Data Source Connection in Salesforce (also a good refresher video for those who have).

Steps:
0:00 - Intro
0:04 - Note: We will guide you through a tutorial to connect to a new data source in Salesforce Analytics Studio, helping you harness the power of data-driven insights
0:08 - Step 1: Access Salesforce Analytics Studio - Login to your Salesforce account, then navigate to the Analytics Studio tab in the Salesforce navigation menu
0:18 - Step 2: Create New Data Source - Click "Data Manager", click "Connections", then click "New Connection"
0:26 - Step 3: Choose Data Source Type - Select appropriate data source type from available options (Salesforce Reports & Dashboards, CSV files, or external databases)
0:34 - Step 4: Configure Data Source Settings - Configure settings for your data source, including the name, description, & any necessary credentials or connection details
0:46 - Step 5: Map & Transform Data - Map & transform data by defining fields, specifying filters, & applying transformations to ensure accurate/meaningful analysis
1:01 - Step 6: Validate & Save Data Source - Validate your data source configuration to ensure its accuracy & save it to make it available for use in your Analytics Studio projects
1:15 - Conclusion: You've now learned how to connect to a new data source in Salesforce Analytics Studio, empowering you with valuable data insights to drive informed decision-making
1:19 - Outro

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Видео Salesforce: How To Create Tableau CRM Analytics Data Source Connection канала Qsol Inc