M1
Data connection and preparation
Files/databases, joins/relationships, data types, cleaning and refresh concepts.
AI, Data & Analytics · Learning Path FTableau & Salesforce Analytics
Tableau & Salesforce Analytics
Training Course
Turn business data into clear, interactive dashboards using Tableau and Salesforce reporting concepts. Learn to prepare data, build charts, use calculated fields and filters, publish responsibly, and explain insights through a clear analytical story.
Data connection and preparation
Visual analytics and calculations
Dashboard design and KPI selection
Hands-on project and review
Practical learning pathProject-led curriculumCareer guidance available
6Core modules
30–40 hoursGuided learning
1+Practical project
Course overview
What you will learn in this Tableau & Salesforce Analytics program
Reports are most valuable when they help people decide what to do next. Practical exercises connect data preparation and dashboard design with sales, support, and marketing questions.
Skills covered
- Data connection and preparation
- Visual analytics and calculations
- Dashboard design and KPI selection
- Publishing, permissions, and data storytelling
Who should join?
Analysts, business users, reporting specialists, and CRM stakeholders. The learning path can be adjusted to the learner’s starting level after an initial discussion with the training team.
Before you enrol
Prerequisites & learning approach
Excel and basic data concepts are recommended.
- Instructor-led concept sessions and guided demonstrations.
- Practice tasks and scenario-based discussions.
- Project documentation and review checkpoints.
- Interview preparation or certification-aligned revision where relevant to the chosen track.
Duration is a recommended planning estimate. Final hours and lab access should be confirmed for the selected cohort.
Module-wise curriculum
Ask for batch details →Tableau & Salesforce Analytics syllabus
Study the learning sequence below. Module delivery order may be adjusted to the cohort’s background and the available Salesforce training environment.
M2
Visual analytics
Dimensions, measures, charts, filters, parameters, calculated fields and dashboard layout.
M3
Business dashboards
Sales pipeline, support performance, marketing funnel and management KPIs.
M4
Advanced analysis
LOD/expression concepts or platform-specific analytics calculations as appropriate to selected product.
M5
Publishing and governance
Sharing, permissions, refresh scheduling, performance and responsible data use.
M6
Capstone and storytelling
Build a business dashboard and present insights, limitations and recommended actions.
Applied learning
Practical project: build and explain a real business scenario
Build an executive dashboard using sample pipeline, service, or marketing data and present the findings, limitations, and recommended actions.
Career relevance
Roles this learning path can support
The following are example role directions aligned with the skills taught. Hiring requirements differ by employer, experience, communication skills, and hands-on ability.
Tableau Analyst Trainee
Business Intelligence Analyst
Salesforce Reporting Analyst
Common questions
FAQs about Tableau & Salesforce Analytics
Do I need coding experience?
No advanced coding is required. Excel and basic data-handling concepts are helpful.
Will Salesforce data be used?
Exercises can use sample CRM-style data. Live Salesforce connections depend on approved credentials and the available environment.
What is the final outcome?
You will build a business dashboard and present the insights, assumptions, and limitations clearly.
Is an official Salesforce certification included?
The course may include certification-aligned preparation, but it does not issue an official Salesforce credential. Check the current official exam guide, registration process, prerequisites, and fees separately.
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