Tableau Salesforce
Tableau is a data visualization and business intelligence platform that was acquired by Salesforce in 2019. Tableau helps organizations analyze and visualize data to gain insights and make data-driven decisions.
The integration between Tableau and Salesforce allows users to leverage the power of both platforms. Here’s how Tableau and Salesforce work together:
Data Integration: Tableau can connect directly to Salesforce databases and pull data from Salesforce CRM, enabling users to visualize and analyze their Salesforce data. This integration allows users to create interactive dashboards, reports, and visualizations based on their Salesforce data.
Salesforce Connector: Tableau provides a Salesforce Connector that simplifies the process of connecting to Salesforce data sources. The connector allows users to access and extract data from Salesforce objects and fields directly into Tableau for analysis.
Real-time Analytics: With Tableau and Salesforce integration, users can have real-time analytics and reporting on their Salesforce data. Changes made in Salesforce, such as updates to records or new data entries, can be reflected in Tableau visualizations instantly, providing up-to-date insights.
Combined Analytics: By combining data from Salesforce with other sources, users can gain a comprehensive view of their business operations. Tableau’s capabilities enable the integration of data from multiple systems, allowing users to analyze Salesforce data in conjunction with data from other databases, spreadsheets, or cloud services.
Embedded Analytics: Tableau dashboards and visualizations can be embedded within Salesforce applications and accessed by Salesforce users. This allows Salesforce users to view and interact with Tableau visualizations directly within the Salesforce interface, enhancing their ability to make data-driven decisions.
The integration of Tableau and Salesforce brings powerful data visualization and analysis capabilities to Salesforce users, enabling them to uncover insights, identify trends, and drive business outcomes based on their Salesforce data.
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