Learn About Tableau CRM Setup

Learning Objectives

After completing this unit, you’ll be able to:
  • Explain what Tableau CRM is and why it has its own setup.
  • Sign up for a Tableau CRM-enabled Developer Edition org.

The Impossible Takes a Little Longer

As the Salesforce admin for DTC Electronics, you’re used to getting oddball, out-of-left-field requests, but this one takes the prize. Your boss, the VP of IT, comes into your office after attending the annual exec strategy retreat. She tells you how excited she is about Tableau CRM, an application built on top of Salesforce.

“The whole company’s moving to Tableau CRM for business intelligence, and it’s going to change everything overnight!” she says. Not only is Tableau CRM going to make analytics easier for the line-of-business managers, it’s going to boost DTC’s competitive position in the market. “We’re going to understand our customer better than ever—and our managers are going to be able to make data-driven decisions a lot faster.”

She asks you to get the whole company set up to use Tableau CRM by next Monday. Since it’s already Thursday, you remind her that the difficult takes time, and the impossible takes a little longer. You ask if you can have until Wednesday to get the job done.

She agrees that the extra time is reasonable, but as she leaves your office, you shake your head. What did you just sign up for?

Trailhead to the Rescue

Never fear: We’re here to help. In this module, we take you through setting up Tableau CRM for your org. You discover that, while you have to be aware of a few nonintuitive things along the way, generally setting up Tableau CRM is straightforward. You just have to take it one step at time. And once you know how, you can do it again, quickly, for new users and new projects.

Keep in mind how important what you’re doing is for the rest of the company. Your setup work is the first step in DTC’s adoption of the Tableau CRM platform and apps. Once you’re done, you and other Salesforce admins at DTC can:

  • Import DTC’s Salesforce and external data into Tableau CRM so you can analyze it all at once.
  • Build dashboards that provide cool visualizations based on that data.
  • Explore data using Tableau CRM dashboards to answer questions about your business, and discover answers to questions you didn’t know you had.

In the end, the VP is excited, and the rest of the company is hugely grateful. Tableau CRM visualizations and the easy-to-use interface can make them quickly forget any tool they’ve used for analytics before. In Tableau CRM, users do work themselves, rather than waiting for an analyst! It’s self-service analytics. Your users can get their work done faster and more intelligently, based on the data-driven insights they get from Tableau CRM.

Try Tableau CRM with a Developer Edition Org

If you haven’t already signed up for the free Tableau CRM-enabled Developer Edition org, do so now. This org is a safe environment where you can practice the skills you’re learning. You definitely need one as you work through this Trailhead module. You can sign up here:


For more detailed information about this org and how to sign up, see the “Kick Off the Data Journey” unit in the Tableau CRM Data Integration Basics module.


For this trail, you can’t use an existing Developer Edition org or a Trailhead Playground org. You have to use a special Tableau CRM-enabled Developer Edition org instead. This org comes with a limited Tableau CRM Platform license and contains sample data required for this Tableau CRM trail.

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