--- schema_version: "1" id: 5e1625a20bc183a3b942ee41a7b50f71119da80f1a5bebaf1e956613b1593614 title: Learn Best Practices from the Experts collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_learning_best_practices.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_learning_best_practices.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 545ee943873f9e5cabecff2954a588e6f6cf06ec6f518c76e8dd5b512d1a8556 description: Apply best practices throughout your CRM Analytics journey. Learn from Salesforce experts as they tackle topics from project planning to performance to dashboard design best practices. products: - CRM Analytics - Cross Cloud release: "264" --- # Learn Best Practices from the Experts Apply best practices throughout your CRM Analytics journey. Learn from Salesforce experts as they tackle topics from project planning to performance to dashboard design best practices. Take your skills to the next level with these best practice resources. Project Planning - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Upgrading to CRM Analytics Plus](https://help.salesforce.com/s/articleView?id=000314013&type=1&language=en_US) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Delivering Successful CRM Analytics Projects](https://tableaucrm.hubs.vidyard.com/watch/BxG2L4RAmqjekCfxa5MauX) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Resource Recommendations for a CRM Analytics Engagement](https://salesforce.quip.com/PYL5ACZkTsPb) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Typical CRM Analytics Asset Life Cycle](https://www.salesforceblogger.com/2021/06/21/typical-tableau-crm-asset-lifecycle/) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Developing and Managing CRM Analytics Assets in Production](https://www.salesforceblogger.com/2021/06/21/developing-and-managing-tableau-crm-assets-in-production/) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Developing and Managing CRM Analytics Assets in Sandbox](https://www.salesforceblogger.com/2021/06/21/developing-and-managing-tableau-crm-assets-in-sandbox/) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Uncovering Deployment Techniques for CRM Analytics](https://www.salesforceblogger.com/2020/06/15/uncovering-deployment-techniques-for-einstein-analytics/) Data and Setup - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [How to Enable CRM Analytics](https://www.youtube.com/watch?v=Ge0KHC-X2LA) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Connect Data Sources](https://salesforce.vidyard.com/watch/4idiRmqiBmTmR4U5QZf88P?) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Data Orchestration in CRM Analytics](https://www.salesforceblogger.com/2021/05/18/data-orchestration-in-tableau-crm/) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Dataset Configuration & Data Schema](https://salesforce.vidyard.com/watch/xqNiydmuhiVF1fKjXcXckt?) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Datasets, Grain Level, and Joins](https://tableaucrm.hubs.vidyard.com/watch/pfoEsY1GyHNLXUQHEntp4e) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Security Predicate & Flatten Transformations](https://tableaucrm.hubs.vidyard.com/watch/wHijtyRL9R3HLTrgFWr7RN) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Practical Approach to Converting Dataflows to Recipes](https://www.salesforceblogger.com/2022/12/13/practical-approach-to-converting-dataflows-to-recipes/) Performance - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Optimizing Long-Running Dataflows](https://www.salesforceblogger.com/2021/06/03/optimizing-long-running-dataflows/) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Dataflow Performance Optimization](https://tableaucrm.hubs.vidyard.com/watch/dDqoQBLjWmsrCTi6HfeKKA) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Dashboard Performance Optimization](https://tableaucrm.hubs.vidyard.com/watch/Xt89jzVy2Aa2TLZSjZGQdE) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Best Practices for Faster Dashboards](https://www.salesforceblogger.com/2021/11/22/tableau-crm-best-practices-for-a-faster-dashboard/) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Efficient Queries for Faster Dashboards](https://www.salesforceblogger.com/2021/11/22/tableau-crm-faster-dashboard-efficient-queries/) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Faster Dashboards: Network to the Rescue](https://www.salesforceblogger.com/2021/11/22/tableau-crm-faster-dashboard-network-to-the-rescue/) Building Dynamic Dashboards - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Advanced Interaction Editor & Faceting](https://tableaucrm.hubs.vidyard.com/watch/qLQFrF47DHBHXddFBjUEST) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Dashboard Pages](https://salesforce.vidyard.com/watch/eezS3xygroMYVbRXfbvzh1) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [All You Need to Know About Bindings](https://www.salesforceblogger.com/2022/04/18/all-you-need-to-know-about-bindings/) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [A Binding Decision Tree](https://www.salesforceblogger.com/2021/04/05/a-binding-decision-tree/) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [SAQL Simply Explained and Use Cases](https://www.salesforceblogger.com/all-about-saql/) Mobile - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Get Beta Access to CRM Analytics Mobile Apps](https://mobileanalyticsbeta.salesforce.com/) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [CRM Analytics Best Practices for Mobile](https://sfdc.co/EAMobileGuide) Miscellaneous Pro Tips - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Territory Management in CRM Analytics](https://www.salesforceblogger.com/2022/11/28/territory-management-in-crm-analytics/) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Custom Fiscal Calendar](https://tableaucrm.hubs.vidyard.com/watch/UoM3y3Z65BB9Dv2XSJmnLd) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [How to Handle Common Date Challenges](https://salesforce.quip.com/3XqLASDBb5nE#MYKABAVS9jM) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Multi-Language and Multi-Currency Projects](https://salesforce.vidyard.com/watch/zPPLmgv8UDmmBjhED4MJ9j) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Multi-Currency Implementation with Dated Exchange Rates](https://tableaucrm.hubs.vidyard.com/watch/odwdRBUEY8aEoBQ682rEVM) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Timeseries Analysis](https://medium.com/@ascaramuzzino/einstein-analytics-timeseries-a-thirst-quenching-use-case-5c5fdab2c286) - ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/help_minimap.png) [Data Acquisition & Heroku](https://salesforce-trailblazer.com/einstein-analytics-data-acquisition-heroku/) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Custom Maps](https://tableaucrm.hubs.vidyard.com/watch/uCp5j8MMKQYZ5kVhxwKrnw) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [Commanding CRM Analytics with Salesforce CLI](https://tableaucrm.hubs.vidyard.com/watch/xJWz4cbJtHpd4c6beosemm) Master the Platform - ![Trailhead icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/trailhead_minimap.png) [CRM Analytics Data Preparation Specialist Superbadge](https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_analytics_integration_specialist) - ![Trailhead icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/trailhead_minimap.png) [CRM Analytics and Discovery Insights Specialist Superbadge](https://trailhead.salesforce.com/en/content/learn/superbadges/superbadge_analytics_insights_specialist) - ![Video icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/video_minimap.png) [CRM Analytics Training Seminars (Video Series)](https://salesforce.vidyard.com/watch/H4efJNA9wgBKQL23ef7cGr) - ![Trailhead icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/_corporate/images/learning_minimap/trailhead_minimap.png) [CRM Analytics and Discovery Consultant Credential](https://trailhead.salesforce.com/en/credentials/tableaucrmandeinsteindiscoveryconsultant)