Learn Data Management

Data plays a key role in any business, but it’s often messy, incomplete, or not optimized for analytics. Use connectors and recipes to carry out all your Salesforce data tasks.

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Connecting & integrating data

To work with data we need data available. Find and connect different data sources.


Accessing your Google Analytics data

Accessing your Google Analytics data

How to setup the Google Analytics legacy connector in the data manager.

Preparing data

Join, enrich and enhance your data with recipes or dataflow and ready for exploration.


From Dataflow to Data Prep

From Dataflow to Data Prep

As we move from dataflow to recipes here's a guide on how to get used to the new tool.
Demystifying Dates in Recipes

Demystifying Dates in Recipes

Tips and tricks to working with dates in recipes including examples of most common challenges.
Want to start using CRM Analytics Recipes? Try a Template!

Want to start using CRM Analytics Recipes? Try a Template!

Jumpstart your dataset building with templated apps build with recipes.

Make data smarter with ML

Leverage out-of-the-box smart transformations to get even more value out of your data.


Managing data assets

Understand how to best orchestrate your flow of data, keep data performance-optimized, and maintain a clean data manager.


Data Orchestration in Tableau CRM

Data Orchestration in Tableau CRM

How best to approach the end to end data orchestration in Tableau CRM.
Data Sources and Landscape - Data Orchestration Part 1

Data Sources and Landscape – Data Orchestration Part 1

Taking a closer look at data sources and the landscape of data you are creating.
The Concepts of Data Sync - Data Orchestration Part 2

The Concepts of Data Sync – Data Orchestration Part 2

Taking a closer look at data sync and its importance in regards to data orchestration.
Considering Governance Limits - Data Orchestration Part 3

Considering Governance Limits – Data Orchestration Part 3

Understanding the basic concepts of working with data in Tableau CRM this part explains how an analytics developer needs to consider governance limits when designing the flow of data.
External Data and Data Volume - Data Orchestration Part 4

External Data and Data Volume – Data Orchestration Part 4

Taking a look at considerations you should have when bringing in external data followed by considerations when you are dealing with large data volume.
Maintaining Data Sync and Data Prep Considerations - Data Orchestration Part 5

Maintaining Data Sync and Data Prep Considerations – Data Orchestration Part 5

Exploring how to maintain data sync and taking a closer look at data prep tools (dataflow and recipe), their limits, and scheduling of data prep.

Carrying out data tasks with Data Pipelines

Use Salesforce Data Pipelines to manage different data tasks at scale natively in Salesforce.


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