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Connecting Tableau & Salesforce

September 29, 2021 in

In 2019, Salesforce acquired Tableau Software, an American interactive data visualization software company. Tableau’s platform is designed to shape raw data into an easy-to-understand format. By using Tableau, even non-technical users are able to build comprehensive worksheets and dashboards. The system uses real-time data to provide accurate, reliable reporting. In carrying out this acquisition, Salesforce was able to present business owners with critical insights into their company’s productivity, profits, and strategies.

Downloading & Getting Started With Tableau

Like Salesforce, Tableau’s software can be accessed on the go as an online service. By simply signing into your account on a mobile device, you have instantaneous access to the insights you need to keep your business performing at a high level. Once you have the system up and running, you’ll find several convenient sample workbooks. They give you a sense of the many ways in which you can compile and display information in Tableau, although the analytical possibilities are nearly limitless.

How to Link Salesforce & Tableau

Tableau and Salesforce are designed to integrate seamlessly, allowing users to gain advanced awareness of their business’s functionality and performance. With the two systems working in harmony, the user receives “a complete AI-powered analytics platform [suitable] for everyone.” The process of connecting your Salesforce account to Tableau is relatively straightforward. You’ll launch Tableau and select “more” from the connect column, which takes you to a new window. You’ll select “Salesforce” as your desired database, which opens a dialogue box requesting your Salesforce credentials. Sign in and allow Tableau to access your Salesforce account and data.

Once you’ve signed in and successfully set up the Tableau connector, it’s time to configure your data source. Make sure to give a unique name to the database you’re using by selecting the “data source name” option. Doing so allows you and other users to easily recognize the database. Now that your database is identifiable, you can elect to use either a standard connection or custom connection. With a standard connection, you can choose between a selection of predefined queries and use them for analytics. Using a custom connection, you can manually choose tables and use them to break down your figures.

What’s the Difference Between Tableau and Tableau CRM?

Particularly since Salesforce’s acquisition of Tableau, there has been confusion regarding the differences between the Tableau platform and Tableau CRM (formerly known as Einstein Analytics). We’ve broken down the key differences between the two systems:

The Tableau platform offers data visualization and exploration with accessible connectivity to data anywhere. At the heart of Tableau’s system is VizQL, which effectively translates user actions into visualizations. Regardless of the user’s technical experience, the Tableau platform allows for rapid and efficient data analysis.

Tableau CRM was originally built into Salesforce. It allows the user to combine external and internal data and provides a more intelligent experience. Business owners receive actionable insights in real time directly through the Salesforce platform, allowing them to optimize their company’s operations. Tableau CRM also offers AI/machine learning capabilities, allowing users to create remarkable predictive models.

Allow HigherEchelon to Help You Implement Salesforce

At HigherEchelon, we strive to help organizations reach their full potential. If you’re considering the merits of a top-tier Customer Relationship Management (CRM) system, get in touch with our Salesforce implementation team today.