Organizations strive for a data-driven culture to succeed in today’s fast-moving business world. BI
platforms go beyond business intelligence software, allowing users to see and interpret data in meaningful
ways, predict customer actions, and drive their business to success.
Tableau CRM supports organizations’ BI strategies, making it easier to access and explore data. How?
- It analyzes, imports, and cleans data
- It provides interactive UI/UX features
- It provides approved Excel integration
If you’re in need of a dynamic, mobile-friendly analytical tool, it’s time to switch to
CRM. Customer management platforms only allow you to store and uncover data. However, by
turning your data and market insights into action, Tableau CRM goes a long way in helping you meet your
Salesforce Tableau CRM - An introduction
Salesforce Tableau CRM is an intuitive BI and data visualization platform that combines external data with
Salesforce data. Previously known as Einstein Analytics, this platform has some of the most powerful data
- It is a mobile-friendly site with state-of-the-art trading and consumer analytics functionalities
- The platform is known for supporting multiple formats and different sources
- It has robust features supporting in-context data recovery and usage
How Salesforce enhanced the analytical power of their BI tool
Tableau gained popularity among its clients worldwide. The team at Salesforce identified its potential and
obtained it to offer its consumers an improved experience.
Salesforce enhanced the analytical power of the tool by adding AI-enabled Einstein to it. This is how
Tableau CRM came into existence in 2013.
It helped the global firm render
value-added services to its clients.
Setting up Tableau CRM
Here is a step-by-step guide on how to set up Tableau CRM.
- Tableau CRM presents two general permission sets
Choose the one that suits your requirement and start the setup in the following manner:
- Einstein Analytics Plus User
- Einstein Analytics Plus Admin
Setup → Analytics → Get started → Allow Einstein Analytics Tableau
Once Einstein Analytics is permitted to run, it will generate two users
The newly generated users are allotted standard profiles
- Security User: Tableau
- Integration User: Tableau
- Analytics Cloud Security User
- Analytics Cloud Integration User
As per Salesforce’s recommendation, the above-mentioned profiles need to be cloned for tailored
Allow the annotations on the dashboard following these steps
Setup → Feed Tracking → Analytics Asset → Allow Feed Tracking → Save
Apply the following steps to modify the analytics framework according to your requirements:
Setup → Analytics → Settings
Difference between Tableau CRM and Tableau
Tableau CRM is a section of Tableau, which implies that you cannot use the term Tableau and Tableau CRM
When Salesforce rebranded the BI tool, it created confusion among users. You may wonder how Tableau CRM
differs from Tableau. You’re not alone.
The following questions may come to your mind - How do these tools bond? Do they overlap?
Let us make it simple for you. There is no fundamental difference between Tableau and Tableau CRM. Moreover,
both platforms are used by sales/marketing heads and other C-level executives. However, while Tableau
focuses on shaping the data to generate appropriate visualizations, Tableau CRM concentrates on generating
proper dashboards for data insights.
When should you choose Tableau CRM?
If you want a two-way integration for Salesforce that enables embedded dashboards, individual operations,
and bulk operations, you should switch to Tableau CRM. It is best to use Tableau CRM if you have the
- You quickly want to embed AI in the tool
- You require in-depth insight into machine learning
- More than 70% of your users are on Salesforce
- If you want to add action analytics to Salesforce
When should you choose Tableau?
It is best to opt for Tableau if you have the following requirements
- Consumers distributed between Salesforce and non-Salesforce
- Exercise the option of on-premise architecture
- You need remote, federated queries
- You require more plasticity about how the BI platform suits your business needs and technology stack
- You want clear boundaries of distinction between viewers and builders and lesser spend on people to
explore your data insights
So, what to use in short?
- If 75% of your consumers use Salesforce Native, you may prefer Tableau
CRM over Tableau.
- Are your consumers distributed between Salesforce and non-Salesforce? If yes, then go for Tableau.
Eventually, business results matter more than technology. You want to make decisions based
on insights. Technology only serves as a means to that end.
Latest development and roadmap of Tableau CRM
Once you cover the background, it is time to look forward. As we keep innovating and expanding our
collective features to move forward, we can continue retaining and building upon the functionalities of
Einstein Analytics and Tableau.
The collective features of Tableau and Einstein Analytics allow you to do the following:
- Furnish powerful analytics for everyone
- Assist the marketing firms in collecting data
Continued investment in Einstein Analytics and BI tools
Salesforce continues to invest notably in the development of Einstein Analytics. Here are a few ways in which it helps global firms
- Prep 3.0: It prepares for low-code data preparation tools
- No-code or low-key dashboard build-up
- Interaction editor
- Stylish and state-of-the-art templates
- Improved performance
After data interoperability and AI integration, it focuses on content marketing. It enables
people to curate content once and use it everywhere. How does it work? It may work in the following ways
- Data aggregation, extraction, and transformation get performed in the Tableau prep. It merges Salesforce
data with flat files.
- The resulting data set gets analyzed and visualized on the Tableau desktop. It gets shared with users
across the MNC, irrespective of whether its consumers are Salesforce users.
- The piece of data is integrated into Einstein Discovery. It gets analyzed using machine learning while
surfacing insights. It delivers predictions around sales and the probability of products being sold.
- The insights and discovery of Einstein Analytics get embedded into Salesforce bookkeeping and growth
opportunities. They are actionable, thanks to an Einstein Insight panel and Analytics dashboard.
- The prediction derives the subsequent action deliverables using the BI tool. That is how a guided sales
process is created for users.
What can we achieve using Tableau CRM?
Any context related to advanced analytics needs to include Artificial Intelligence.
- PWC reports claim that 67% of multinational firms believe AI
integration allowed them to improve customer experience.
- McKinsey reports claim that AI adoption in sales and marketing allowed them to enhance business
Tableau CRM offers a single stack for both AI and analytics. It means that the IT department does not need
to devote resources to coding and additional infrastructure—analysts can use the same data they
using Tableau CRM.
Tableau CRM powers AI recommendations and predictions. Studies have proved that people who had access to
data insights in the pre-planning phase generated 5% more revenue than those who didn't.
What are the benefits of using Tableau Analytics?
Data visualization and analysis
Seamless integration between Salesforce and Tableau allows clients to leverage the powerful data
visualization and reporting features of the Salesforce platform. It facilitates pattern tracking and
helps you make the most out of the opportunities. It provides a detailed visual analysis of each phase. It
enhances the decision-making ability of team members, from account management to pipeline coverage and more.
Out-of-the-box analytical skills
Tableau has an intuitive interface and easy-to-use analytical features that alleviate the pressure.
Regardless of their technical knowledge, users can leverage the benefits of Einstein Analytics.
User-friendly functionalities and intuitive features help your teammates make the most of the BI tool.
Enhanced productivity with Salesforce Analytics
Salesforce is all about time and resource-saving. Since you have reports from multiple departments on the
same page, teammates can use the analytical skills of a diversified customer base. That is how Salesforce
Analytics saves their time and resources. It enhances the manipulation and data exploration skills of your
With 360-degree insights on data, business heads and marketing leaders can understand their strategy,
prioritize leads, and increase ROI. Tableau CRM is capable of making a significant difference in your sales
department. One can clearly understand which campaign to run and how to maximize benefits.
There is no denying that Salesforce Analytics is a valuable tool for your firm, irrespective of its nature
or size. If you want to make the most of Tableau CRM, consider hiring a Salesforce partner like
Nous Infosystems. Nous offers implementation, integration, migration, testing, maintenance,
and support services across the Salesforce ecosystem to help organizations transform the customer
Nous has diverse, rich experience across industries in integrating the BI tool. Collaborate with Nous to
implement Tableau CRM, align your organization, and gain actionable insights from your data.