Salesforce Tableau – A comprehensive Guide

Reading Time: 7 minutes

Introduction

Tableau is a fantastic data visualization and business intelligence application that can be used to report and analyze massive amounts of data. Salesforce purchased Tableau in June 2019 an American firm founded in 2003. It enables users to build charts, graphs, maps, dashboards, and stories to visualize and analyze data to aid visualize and analyze data to aid in business choices. 

Features of Tableau 

  • Tableau provides sophisticated data discovery and exploration, allowing users to answer critical questions in seconds. 
  • Prior programming expertise is optional; users with no relevant skills can immediately begin building visualizations using Tableau. 
  • It can connect to various data sources that other BI tools do not. Tableau users can construct reports by merging and blending several datasets. 
  • Tableau Server provides a centralized location for managing all publicly available data sources within a company. 

Tableau Analytics 

Data Visualization 

The process of utilizing graphical representations to communicate complex data and information in an understandable and accessible manner is known as data visualization. Salesforce Tableau is an advanced data visualization application that allows users to create interactive visual representations of their data. 

Tableau allows users to produce a variety of visualizations, such as bar charts, line charts, scatter plots, heat maps, and more. In addition, these visualizations can be tailored to show specific data characteristics, such as trends, patterns, outliers, and variable relationships. 

Data Visualization
  • Save

Source:- https://www.tableau.com/solutions/salesforce

Tableau also has a drag-and-drop interface for creating and modifying visuals. For example, users can construct charts and graphs by dragging fields into the canvas and refining the visualization with various tools and choices. 

Tableau users can create standalone visuals and dynamic dashboards by combining numerous visualizations. In addition, these dashboards can be shared, allowing innumerable users to examine and evaluate data in real time. 

Tableau’s excellent data visualization features make it a popular choice for businesses and people seeking insights and making informed decisions based on data. In addition, the tableau is vital for anyone interacting with data regularly because of its user-friendly design, versatile customization options, and collaboration capabilities. 

Data Exploration 

Data exploration in Salesforce Tableau is identifying, analyzing, and comprehending a dataset’s underlying patterns and relationships. Tableau offers a variety of powerful tools and features that enable users to explore their data interactively and naturally. 

Tableau’s significant capabilities for data exploration include the following: 

  • Data connections – Tableau makes it simple to connect to various data sources, including spreadsheets, databases, cloud services, and more. Users can immediately connect to their data and begin studying it. 
  • Drag-and-drop interface – Tableau’s drag-and-drop interface lets users quickly build charts and graphs based on their data. Users can create visualizations by dragging data fields onto the canvas and customizing those representations to highlight different data features. 
  • Exploratory analysisTableau users may undertake exploratory analysis by quickly creating various representations and views of the same data. In addition, users can flip between views to acquire insights into the data from multiple perspectives. 
  • Filters and parametersTableau users can filter and drill down into their data to analyze it more profoundly using filters and parameters. Filters can narrow down the data based on specified criteria, and parameters can be used to change how the data is shown. 
  • Calculated fields –Tableau users can generate new calculated fields from existing data. Users may now perform advanced analysis and calculations on their data, gaining more significant insights into the underlying patterns and linkages. 

Data Blending 

In Salesforce Tableau, data blending is merging data from numerous sources to create a single view. This is especially important when you have data saved in different systems or formats that you need to combine to acquire insights and make educated decisions. 

Data Blending
  • Save

Source: https://www.tableau.com/learn/tutorials/on-demand/data-blending 

Tableau has several advanced data blending options, including: 

Data connections: Tableau users can connect to various data sources, including spreadsheets, databases, cloud services, etc. In addition, users can link to many data sources and combine them into a single display. 

Data blending: Tableau allows users to combine data from many sources by connecting them using standard variables. Users can use this feature to aggregate data from multiple sources into a single view without merging the data into a single table. 

Joining and blending: Tableau users can enter data from several sources based on similar fields. Users can then generate a unified view of the data and analyze and calculate it. 

Options for data blending: Tableau offers a variety of data blending options, including left, right, inner, and outer joins. These options enable users to combine data to best meet their needs. 

Calculations for data blending: Tableau users can build calculated fields based on blended data. Users can now perform complex calculations and analysis on the combined data, gaining more significant insights into the underlying patterns and linkages. 

Dashboard and Reports 

Salesforce and Tableau are two different software systems that can be combined to generate sophisticated reporting and dashboarding capabilities. 

Dashboard and Reports
  • Save

Source: https://www.tableau.com/blog/how-analyze-salesforce-service-cloud-data-smarter-tableau-dashboard-starters 

A dashboard is a visual depiction of essential data points, KPIs, and performance indicators in Salesforce. These can be tailored to display various charts, graphs, and tables that assist sales teams in understanding and analyzing their performance. Dashboards can be designed for multiple levels of the organization, such as sales representatives, managers, and executives. 

Similarly, in Tableau, a dashboard is a collection of visuals that provide insight into data, such as charts, graphs, and maps. Tableau allows users to connect to multiple data sources and create interactive dashboards for deeper investigation. 

Salesforce dashboards differ from Tableau dashboards in that Salesforce dashboards are primarily focused on sales and CRM data. Still, Tableau dashboards may be used to visualize data from various sources and departments. 

Salesforce reports allow you to examine and evaluate data in a tabular manner. Salesforce reports can be generated to display data from various objects and fields. Filters, charts, and graphs can also be added to reports to assist users in better comprehending their data. 

Reports in Tableau are like dashboards in that they are collections of visualizations that provide data insight. Reports in Tableau, on the other hand, are often more focused on a specific data collection or topic and may contain fewer interactive components than a dashboard. 

Ultimately, both Salesforce and Tableau offer robust reporting and dashboarding capabilities, and combining the two platforms can yield even more powerful insights into sales and business performance. 

Predictive Analytics 

Predictive analytics identifies the likelihood of future outcomes based on historical data using data, statistical algorithms, and machine learning approaches. For example, predictive analytics may be utilized with Salesforce and Tableau to anticipate revenue, identify high-value clients, and optimize marketing efforts, among other things. 

Predictive Analytics
  • Save

Source: https://www.salesforce.com/in/blog/2021/04/bringing-ai-predictions-to-tableau-with-einstein-discovery.html 

Salesforce and Tableau both provide predictive analytics tools and functionalities. Salesforce Einstein Analytics, for example, enables users to create predictive models without coding knowledge. In addition, users can utilize Einstein Discovery to automate data exploration and analysis and obtain recommendations based on machine learning algorithms. 

Tableau also has several predictive analytics tools. Tableau Prep helps users prepare and clean data for analysis, whereas Tableau Desktop offers a variety of statistical algorithms and prediction models. Tableau Server also allows for team collaboration and sharing of prediction models and insights. 

Organizations may obtain more significant insights into their business and customers by combining the predictive analytics capabilities of Salesforce with Tableau. Predictive models, for example, can assist sales teams in determining which leads are most likely to convert to customers and which customers are at risk of churning. Organizations can use predictive analytics to make data-driven decisions that improve their bottom line and competitive edge. 

Data Sharing 

Data sharing in Salesforce and Tableau allows individuals or groups within an organization access to data. Data sharing can help teams communicate more effectively and make better decisions by ensuring that everyone has access to the same information. 

Data Sharing
  • Save

Source: https://www.tableau.com/blog/what-is-salesforce-data-cloud-for-tableau 

Salesforce manages data sharing with a feature called “sharing rules.” Sharing rules specify how records can be shared with specific individuals or groups, depending on record ownership, role hierarchy, and sharing criteria. For example, sharing rules can enable users who do not own records, such as opportunities or leads, access to those records. 

Tableau’s data sharing is controlled via a feature called “permissions.” Permissions control access and interaction with data sources, workbooks, and dashboards. Tableau has several permission levels, including “reader,” “interactor,” and “publisher,” each with varying amounts of data and feature access. 

In addition to sharing rules and permissions, Salesforce and Tableau provide various collaboration and communication capabilities to help teams collaborate more successfully. Salesforce Chatter, for example, enables teams to share information, ask questions, and collaborate on projects in real time. In contrast, Tableau Server and Tableau Online would allow users to publish and share data sources, workbooks, and dashboards. 

Overall, in both Salesforce and Tableau, data sharing is vital to successful collaboration and decision-making. Organizations may improve communication, increase productivity, and make better decisions by ensuring everyone has access to the same information. 

The Advantages of Tableau with Salesforce Integration 

Data Analysis and Visualization Improvements 

Tableau’s data visualization features within Salesforce aid in spotting previously unseen patterns and trends. The visualizations are more user-friendly now that they are in dashboards and worksheets; even non-technical people can understand the dashboard. A visual analysis at each sales funnel stage will allow salespeople to make more informed decisions—prospecting, pipeline coverage, account management, etc. 

Excellent Analytical Skills 

Salesforce tableau CRM has impressive analytics features. This platform is so simple to use that non-technical individuals can access it and display data on their own, resulting in better decision-making across the firm and assisting others in reaching their goals. 

Data Combination 

Another significant element of Salesforce Tableau CRM is data mixing. Salesforce alone will have certain limits if pipeline growth and marketing engagements are required on the same chart. Adding Tableau integrations to the mix alters everything. Because Tableau conducts the data mixing natively, users can get the information whenever needed, regardless of Salesforce modules. 

Exchange of Information 

Salesforce reporting cannot serve as the company’s standard tool because it is limited to Salesforce data. However, it has no data limits, so it may be the standard for all departments throughout the firm, including finance, operations, and the leadership team. 

Enhanced Productivity 

Salesforce with Tableau makes use of Salesforce’s rich customer data and brings analytics to life for everyone in the organization. Gathering department reports on one page saves users time and provides a more comprehensive analysis of various client bases. In addition, users can securely access the data on their system or mobile devices, constantly improving the company’s understanding of the data. 

Recent Posts

Table of Contents

Share via
Copy link