Keyword Analysis & Research: tableau crm growth

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Frequently Asked Questions

What is the tableau CRM sales analytics permission?

This permission is for users who need access to any Tableau CRM apps included with the Tableau CRM platform license (which is called Tableau CRM Growth). This includes Sales Analytics and a variety of other apps you can see when you select Create and open the template picker.

Why tableau CRM (formerly Einstein analytics)?

Discover the story your data has to tell. Tableau CRM (formerly Einstein Analytics) empowers your Salesforce CRM users with actionable insights and AI-driven analytics right in their workflow. Work more efficiently, spot trends faster, predict outcomes, and get AI-based guidance on the best steps to take while you stay in the flow.

How do I add Laura to my tableau CRM account?

You can purchase either the Tableau CRM Growth license or a license for a specific Tableau CRM app—or both. Next, you add some permissions to the permissions set, from those available in the PSL. Then you can then assign that permission set to users, in this case, Laura.

How do I get the API name for a tableau CRM app?

Since this permission set is for Laura, and other sales managers who just need to see a Tableau CRM app (and not create or customize it), type View Analytics App in the Label field. Adding the label automatically creates the API name as well, which we’ll keep.

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