Get a Head Start with Mobile Service Analytics

Learning Objectives

After completing this unit, you’ll be able to:
  • Log in to Service Analytics from your mobile device.
  • Get key insights from your phone using the app’s mobile dashboards.
  • Kick off actions right from your phone to keep your team moving in the right direction.

Business Intelligence Before the First Cup of Coffee

As the service manager for DTC Electronics, you can’t go too many waking moments without wondering how your team’s doing. Your friends all say that you breathe, eat, and sleep your backlog, average case duration, customer satisfaction, and agent performance. And they’re not wrong. The morning after you and the DTC admin created Service Analytics, your mobile phone alarm wakes you up. Your first thought, “Is my team doing everything it can to support the tablet product launch?”

You remember that answers are right inside Tableau CRM on your mobile phone. As you rub the sleep from your eyes, you think of some of the questions Service Analytics might answer to help you support the tablet launch.

  • What’s happening with tablet service cases?
  • Are we seeing many cases? How quickly are they being resolved?
  • What impact are these cases having on customer satisfaction?

With those questions in mind, you open mobile Service Analytics.

Install the Tableau CRM Mobile App

If you haven’t already worked with Tableau CRM on mobile, follow the procedures in this and the next section to get up and running.
  1. Go to the App Store.
  2. Search for Tableau CRM.
  3. Tap GET to install the app.
  4. Tap OPEN to launch the Tableau CRM app.
  5. Accept the License Agreement, and then take the walkthrough on the main concepts of analytics.

Log In to Your Org

Connect to your new Developer Edition org to access Service Analytics.

  1. Tap the icon in the upper left corner to open the account screen.
  2. Tap Add New Account. You’ll be redirected to the standard Salesforce login page.
  3. Enter your Developer Edition org credentials, and then submit them. For security, you might also have to enter a verification code that’s emailed to you.
  4. Tap Allow on the permission request page.

Tableau CRM opens to the home screen. Tap My First Service App to open your app. You should see a list of dashboards, with the About Service Analytics dashboard at or near the top.

Review the Backlog Before Getting Out of Bed

Before you’re even out of bed, you’re reviewing your service business. You start with a look at the significant picture, then dig in from there to see what’s happening with tablet service cases.


Data and some of the elements in your dashboards might look different from the examples here and elsewhere in the Service Analytics module. The steps we take you through still apply, regardless of the dashboard details.

  1. Tap Service Analytics Overview to open the overview dashboard.
    The top of the dashboard shows the backlog and average time to close for your agents. Scroll down to see the rest—percent of cases closed on first contact, average CSAT ratings, and links to all the other dashboards. It’s everything you just looked at in the desktop version of the app in a layout for a mobile device, with the same time period filter at the top.
  2. Nice to see all that, but you’re interested in what’s happening with tablets, so filter the backlog for tablets cases. Tap Prioritize Open Cases to get to the Open Cases dashboard. Scroll down to the By Product Family widget.
  3. Review the options for filtering the backlog according to product. Image of phone app with a list of options for filtering the backlog.
  4. Tap the Tablets bar. The Open Cases dashboard redraws with only cases involving tablets, showing you the number in a bar over the Product Family widget. (If it doesn’t do that the first try, tap again.) It doesn’t look too bad. What else can you find out about the tablets cases?
  5. Scroll down to get to charts with details. One of them, By Case Reason, shows you that Breakdown is the main reason for tablet cases. You write yourself a note to remind the team to look up knowledge articles about fixes for breakdowns. That way, they’ll have the expertise to help them solve cases quickly. Image of phone app with a graphs of filtered open cases.
  6. Keep scrolling to see the Case Details table.

Take Immediate Action Right from Your Phone

You’re impressed. So much detail, right from your phone! You can stay on top of your team and their cases anywhere, anytime.

It’s almost time to get to work. But before you get going, take a closer look at the last section of the Open Cases dashboard with case details.

  1. On your phone, tap the Cases Details chart. The arrows icon Image of phone four-way arrows icon. appears in the lower left. Tap it to explore the chart. Image of phone app with detail on open cases. Swipe to see all the columns in the table.
  2. You especially want to learn more about cases that took a long time to resolve, and your open cases. Swipe to the right to see the Avg of Duration column and scroll down the chart to find the case with the longest duration time.
  3. Now swipe back to the left to find the owner of the case under Agent. Looking further to the right, you can see that the status of the case is Working, meaning it’s still open. Wouldn’t it be great if you could get right in touch with the case owner to find out what’s going on? Service Analytics gives you a great way to do that by taking action right from the dashboard. Cool!
  4. Tap the actions button Wave share icon in the lower right. Then tap Share Snapshot, and then Salesforce. This opens a window that lets you annotate the chart.
  5. Tap OK, then Done.

You could have typed a note for the case owner, such as “Hi! Can you quickly sum up what’s taking so long with this case?” You can see how you can use Salesforce actions to get an old case moving. Tableau CRM for mobile rocks!

Time to Get to the Office

That’s enough for now. Time to head into the office where you can get more details from your desk. You’ve done a lot, and you’re still wearing pajamas. Remember the questions that you wanted to answer? You’ve already gone a long way toward answering the first two, namely:

  • What’s happening with tablet service cases?
  • Are we seeing many cases? How quickly are they being resolved?

You’ve learned that the main reason for tablet support cases is breakdowns, and you’re going to prompt your team to discover more about how to address those issues. And you’ve taken the first action to learning even more from your team. You can’t wait to get there to see what more you can get out of Service Analytics!

Keep learning for
Sign up for an account to continue.
What’s in it for you?
  • Get personalized recommendations for your career goals
  • Practice your skills with hands-on challenges and quizzes
  • Track and share your progress with employers
  • Connect to mentorship and career opportunities