The steps in the data exploration process in Salesforce Tableau CRM are as follows:
View: Initially viewing the data to understand what is available and identify areas of interest.
Explore: Digging deeper into the data to discover patterns, anomalies, and insights.
Refine: Adjusting the exploration by filtering, sorting, or enhancing thedata visualization for clearer insights.
Save: Saving the state of your exploration to revisit or continue working on later.
Share: Sharing your findings with others in the organization, either through direct dashboard access, downloadable reports, or URLs.
[Reference: Salesforce Data Exploration Guide, ]
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