Data Prep: Recipes & Dataflows
​A Dataflow is a logical mapping and transformation file that contains instructions to prepare the Datasets for analysis. These datasets are consumed Tableau CRM data visualizations. A Dataset is like a table but in a more de-normalized structure, where every column represents a particular attribute or a measure the rows represents the granularity of the data.
Since Winter'20, a new toolset was added to empower the Tableau CRM data preparation called as "Data Prep". Data Prep allows you to inspect and preview your data at every step of the way. Combined with an intuitive outline of the whole flow that shows each step in a distinct node classified by colors and shapes, users can quickly spot the essence of what this Recipe accomplishes and navigate to where changes need to be made.
Tableau CRM Official Training Video Series by Ziad Fayad
This great playlist by Ziad Fayad contains 30+ videos that provides detailed walkthroughs on every aspect of Tableau CRM Plus. It covers Tableau CRM, Einstein Discovery, and Prediction Builder tools.
Dataflows Basics by Pete Lyons
Video Series Part I- A collection of 6 tutorials for users new to Tableau CRM Dataflows by one and only Pete Lyons (first Salesforce MVP from Analytics).
Dataflows Basics Part Deux by Pete Lyons
A set of 6 videos for intermediate to advance learning of Tableau CRM dataflows
Data Prep 3.0 by Pete Lyons
Together with the Salesforce product team, Pete share what is possibly the most important new component of Tableau CRM to date.
Cloud-native Data Prep of the future: A closer look by Tim Bezold
Salesforce has made significant investments in the Data Manager platform as our customers process higher data volumes in the scale of dozens of trillions of rows every month in roughly equal parts Salesforce data and external data. Data Prep’s mission is to enable as many people in the organization as necessary to make data available for analysis as quickly as possible.