Tableau CRM Basic Terms : jayakrishnasfdc

Tableau CRM Basic Terms
by: jayakrishnasfdc
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To start learning Einstein/Tableau CRM first we need to understand some basic terminology and terms we used and those usage where and how. So lets go through one by one.


An app contains dashboards, lenses, and datasets in any combination that makes sense for sharing your data analyses with colleagues. Apps are like folders, which allow users to organize their data projects—private and shared—and to control sharing.


A lens is a visualisation of data in a dataset. You use the lens to explore data graphically and to build queries for a dashboard. The lens can be saved and shared independently. It can also be clipped to a dashboard.


A dashboard is an interactive collection of widgets that visualizes data query results. A dashboard is a curated set of charts, metrics, and tables based on the data in one or more lenses. By default , Users have access to their private app and shared app.


A widget is a basic building block of a dashboard. You add a widget to your dashboard to perform a certain function. Functions might include showing key performance indicators, filtering dashboard results, visualizing data using interactive charts, or showing record-level details in tables.

App template

An app template is a ready-made dashboard package that is automatically populated with Salesforce data.

Data Monitor

The data monitor tool allows you to monitor dataflow and system jobs. You can also use it to start, stop, reschedule, download, and upload dataflows.


dataflow is a set of instructions that specifies what data to extract from Salesforce objects or datasets, how to transform the datasets, and which datasets to make available for querying.


dataset is a collection of related data that is stored in a denormalized, yet highly compressed form that is optimized for interactive exploration. This is the datastore of Tableau CRM different data and rows.

Dataset builder

The dataset builder is a point-and-click user interface that allows you to easily select and extract data from related Salesforce objects to create a single dataset

Data sync

data sync is the method used to refresh connected data in Tableau CRM.

It syncs the objects/Tables and Creates connections and schedules sync per connect.


dimension is a qualitative value that usually contains categorical data, such as Product Category, Lead Status, and Case Subject. Dimensions are handy for grouping and filtering your data. Unlike measures, you can’t perform math on dimensions.


The digest transformation extracts data from connected objects in a dataflow. Use it to extract synced data from your local Salesforce org or remote connections to include in a dataset.


query retrieves data from one or more data sources, including datasets, Salesforce objects, user-defined data, or external data. The query results can be displayed in different formats (such as a table or chart) or used as input to another query.


recipe is a user-interface tool that lets you take data from your existing datasets and connected objects, apply transformations, and the output the results to a new dataset.


The sfdcRegister transformation saves the transformed data as a dataset, which can then be queried in Tableau CRM. Users can’t view or run queries against unregistered datasets.

Security Predicate

security predicate is a filter condition that defines row-level access to records in a dataset.


story is the output of Einstein Discovery’s comprehensive statistical analysis of your Tableau CRM dataset. A story represents a collection of insights around a metric (outcome) that highlights any of the following: important trends, explanations on what may have influenced those trends, comparisons between factors, predictions on future outcomes, and suggested actions that may improve outcomes.

we creates story/model from dataset.

it helps to anlayze
1. what happened
2. Why it happened
3.Predicts what can Happen
4.What can be Next Action


transformation refers to the manipulation of data. You can add transformations to a dataflow to extract data from Salesforce objects or datasets, transform datasets that contain Salesforce or external data, and register datasets.


visualization is commonly a chart or graph, such as a bar chart, donut chart, timeline, or heat map. It can also be data in tabular form, such as a comparison table or pivot table. Every visualization has an underlying query, which is how Tableau CRM retrieves information from the source data.

Thanks for Reading…

May 23, 2021 at 03:53PM
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