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Curate and Share Insights with Tableau CRM Collections

Tableau CRM collections are like playlists for your lenses and dashboards. Collections let you manage your own group of items and personalize your home page. You can curate the perfect collection to stay organized by adding the dashboards and lenses that you care about, even if they’re spread across multiple apps. Organize items in your collection to your liking, then share and get input from other users. After you curate the collection, subscribe to it to receive your favorite insights in your inbox.

Where: This change applies to Tableau CRM (formerly Einstein Analytics) in Lightning Experience and Salesforce Classic. Tableau CRM is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

Who Anyone can create and share collections. Pinning collections to the home page requires the Manage Tableau CRM permission.

How: Create groupings of important items to personalize the home page and give quick access to the items that you need (1). Pin collections (2) that target different types of users and deliver a home experience that is tailored to their specific role and function.

List of collections and pinned collection on the home page.

To create a collection, click + (1). In the New Collection window (2), give your collection a name, and describe what the collection is about.

Creating a new collection on the home page.

Click Search for items or Add to add items to your collection. To reorder items in a collection, click and drag them to their new location.

Selecting items for a collection.

Click Share (1) to share a collection with users, groups, or roles. You can grant users a Viewer, Editor, or Manager role. Viewers can view the contents of the collection. Editors can add, remove, and reorder items in the collection. Managers can change sharing settings, edit collection properties, and delete the collection.

Admins and managers with the Manage Tableau CRM permission can check Pin to Home (2) to add the collection to users’ home pages.

Selecting items for a collection.