Complete Tableau-CRM-and-Einstein-Discovery-Consultant Salesforce Materials

To address the issue of stages appearing in alphabetical order rather than sales cycle order in a funnel chart, a consultant can:

• Use a dataflow to rename the stages with a preceding number (A): This method involves preprocessing the data to append a numerical prefix to each stage name, thus forcing a specific order in the visualization.
• Use a dataset XMD to rename stages (D): The Extended Metadata (XMD) of a dataset allows for the customization of how data is displayed, including defining custom labels for dimensions which can enforce a particular order in the visualization.

In Salesforce Tableau CRM, selecting the correct root object when using the dataset builder is crucial because the root object determines what related objects can be added to the dataset. The root object sets the base or primary focus of your dataset, and its relationships define the scope of additional data that can be included through joins and links to other Salesforce objects. Selecting an inappropriate root object might restrict the range of data that can be effectively utilized or require complicated workarounds to incorporate necessary related data. Reference: Salesforce Help - Selecting the Right Root Object

On the Edit Field Attributes page when uploading a CSV file to Analytics (Tableau CRM), you can perform several modifications to ensure the data is properly formatted and structured for analysis:

• Change a field's name: Adjust the names of fields to match your analytics schema or to make them more understandable.
• Change a field's format: Modify the format especially for date, number, or any specific custom format required for your analysis.
• Change a field's type: Alter the data type (e.g., from string to integer or vice versa) to suit the data operations you plan to perform. These capabilities allow for the customization and preparation of data directly within the platform, streamlining the process from data upload to insight generation. Reference: https://help.salesforce.com/s/articleView?id=sf.bi_datasets_upload.htm&type=5