Salesforce Tableau-CRM-and-Einstein-Discovery-Consultant - Salesforce Tableau CRM Einstein Discovery Consultant (SU24)

The Service Analytics Overview dashboard in Tableau CRM is designed to provide comprehensive insights into various aspects of service operations. It includes:

Key metrics such as open cases, average time to close, first contact resolution, and customer satisfaction, offering a quick overview of service efficiency.

Drill-down capabilities into more detailed dashboards like agent performance, channel review, and telephony metrics, enabling deeper analysis.

Availability on both desktop and mobile platforms, ensuring accessibility across different devices.

It serves as an excellent starting point for serviceanalytics, providing a holistic view of the service department’s performance.

This dashboard is a central tool for managing and analyzing service operations effectively, helping organizations to optimize their customer service strategies.Reference: https://help.salesforce.com/s/articleView?id=sf.bi_service_analytics.htm&type=5

Save changes to existing dashboards, lenses, and datasets in the app (saving dashboards requires the appropriate permission set license and permission) available in Editor and Manager*##**##*

To delete activities in Dataset A related to users in Dataset B, the consultant can use a combination of dataflow transformations: "augment" and "filter."First, augment Dataset A with Dataset B using"userID" to combine the datasets based on user association. Then, apply a filter to retain only those records in Dataset A that do not have a corresponding entry in Dataset B.

In Tableau CRM, bindings are used to dynamically control the data and metadata in your dashboard components based on user interactions. The two main types of bindings are Results bindings, which allow you to use the results of one query as input for another component, and Selections bindings, which let you use the user's selections in one component to filter or alter the data in another.

* template-info.json manages all elements of your template, including metadata information about the template, the Analytics objects that define dashboards and lenses, and the other files that are part of the template.* ui.json manages the configuration wizard that drives app creation. It defines the number of wizard pages, the order of wizard questions, and any messages you want the user to see.* variables.jsoncontains all template variables, including text for wizard questions and specifications for the answers. Variables also define conditional questions. For example, you may want some questions to appear in the wizard only if an org contains certain data. Oryou might want to add more specific questions based on the answers to more general wizard questions.* template-to-app-rules.json defines the rules the template follows. For example, you could define a rule that specifies that if an org doesn’t use certain Salesforce objects, the app won’t refer to them in dashboards or include them in the dataflow. Rules also define how variables are handled. For example, ifthe wizard asks which fields to include in filters for accounts, template-to-app-rules.json determines how that choice is reflected in dashboards.