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將 Tableau 檢視新增至顯示面板
在 CRM Analytics 顯示面板中並列比較和檢閱 Tableau 和 CRM Analytics 資料。將發佈的 Tableau Cloud 或 Tableau Server 檢視內嵌至 CRM Analytics 顯示面板,以分析您的資料而無須在兩個帳戶之間切換。例如,透過 Tableau 在您所追蹤銷售訂單的相同 CRM Analytics 顯示面板中密切監控運送趨勢。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。
在 CRM Analytics 顯示面板中並列比較和檢閱 Tableau 和 CRM Analytics 資料。將發佈的 Tableau Cloud 或 Tableau Server 檢視內嵌至 CRM Analytics 顯示面板,以分析您的資料而無須在兩個帳戶之間切換。例如,透過 Tableau 在您所追蹤銷售訂單的相同 CRM Analytics 顯示面板中密切監控運送趨勢。
| 適用於 Salesforce Classic 與 Lightning Experience。 |
| CRM Analytics 隨附 (以下版本需額外付費取得 CRM Analytics:Enterprise、Performance 與 Unlimited Edition)。亦適用於 Developer Edition。 |
若要在 CRM Analytics 顯示面板中查看已發佈的 Tableau 檢視,使用者必須擁有 Tableau 檢視和發佈的目標 CRM Analytics 應用程式存取權。
) 放置於顯示面板上,並按一下「元件」。

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