To get the most out of this book

This book assumes you are familiar with the basics of using the Salesforce web application. You need to be working on a recent version of a modern browser such as Chrome or Edge to do the exercises. You can find a full list of recommendations and considerations here: https://help.salesforce.com/s/articleView?id=sf.getstart_browser_recommendations.htm&type=5.

You will need to sign up for a fresh Tableau CRM-Enabled Developer Edition Org to follow most of the examples in this book. You can find instructions for getting access to one of those by using the following link: https://trailhead.salesforce.com/content/learn/projects/quick-start-einstein-analytics/sign-up-for-an-analytics-org.

If you are using the digital version of this book, we advise you to type the code yourself or access the code from the book's GitHub repository (a link is available in the next section). Doing so will help you avoid any potential errors related to the copying and pasting of code.