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Salesforce + Tableau - Unleashing Insights
Simply follow the steps defined on the document to seamlessly integrate Salesforce and Tableau.
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Here is a brief guide how Salesforce and Tableau enables advanced analytics
Salesforce and Tableau are two popular software tools that are commonly used together to enable advanced analytics.
Salesforce is a cloud-based customer relationship management (CRM) platform that helps organizations manage their customer data and interactions. It provides a wide range of features for sales, marketing, and customer service teams, including lead and opportunity management, email marketing, and customer support ticket tracking.
Tableau, on the other hand, is a data visualization and analytics tool that helps users analyze and visualize data from various sources. It allows users to connect to a wide range of data sources, including Salesforce, and create interactive dashboards, reports, and charts.
Together, Salesforce and Tableau can enable advanced analytics by:
Accessing and combining data: Salesforce and Tableau can be integrated to allow users to access and combine data from various sources. For example, users can extract customer data from Salesforce and combine it with other data sources such as marketing automation tools, social media platforms, and web analytics tools.
Visualizing and exploring data: Tableau provides a wide range of data visualization options that allow users to explore and analyze data in various ways. Users can create interactive dashboards that allow them to drill down into data and explore relationships between different data points.
Predictive analytics: Salesforce offers a range of predictive analytics tools that can be combined with Tableau to help users make more accurate predictions about customer behavior. For example, users can use Salesforce's Einstein Analytics to predict which customers are most likely to make a purchase or which customers are most likely to churn.
Real-time data analysis: Salesforce and Tableau can be used to enable real-time data analysis, allowing users to monitor customer behavior and make decisions in real-time. For example, users can create dashboards that display real-time data on website traffic, social media engagement, or customer support ticket volumes.
Overall, Salesforce and Tableau can enable advanced analytics by providing users with powerful tools for accessing, analyzing, and visualizing data from various sources. By combining these tools, users can gain deeper insights into customer behavior and make more informed decisions about sales, marketing, and customer service strategies.
Check out this blog for more detail - https://blogs.emorphis.com/salesforce-tableau-integration-guide/
2. How to connect
Salesforce to Tableau
by using the built-in
connector?
In order to gain the advantages of this
software you have to understand how to set
up both the software together.
One of the main things in integrating
Salesforce with Tableau is to create a
Salesforce account. This will allow you to
connect your Salesforce data to Tableau.
Source: emorphis.com
3. Step 1. Establishing
Tableau’s Salesforce
connector
Create a Salesforce account.
Download Tableau Desktop software.
Use Tableau Desktop to visualize
Salesforce data.
Access the connector list in Tableau by
selecting 'more' in the left column.
Follow the next slide to understand better.
Source: emorphis.com
4. Choose 'Salesforce' from the list of
options to connect Tableau to Salesforce.
Source: emorphis.com
5. After connecting to Salesforce, you will
need to log in to your Salesforce account
Now in the pop-up menu use your login
ID and password to login to Salesforce.
.
Source: emorphis.com
6. Step 2. Connecting up
the data source
After sign-in, go to the data source page
Select data source and give it a unique
name
Set up a standard or custom connection
For a standard connection, drag
predefined queries, objects, and
visualizations into the canvas
Source: emorphis.com
7. For a custom connection, choose tables
manually and start analysis
From the Schema drop-down menu,
choose necessary schema or use text-
based search
Locate required table, select it, and drag
it onto the canvas.
Follow the next slide to learn how to
Incorporate the dashboard into Salesforce .
Source: emorphis.com
8. Step 3. Incorporate
the dashboard into
Salesforce
Access an account and alter the view
Visit the homepage
Click "Edit Page" from the settings menu
in the upper right corner of the screen
Integrate the dashboard into the
homepage for quick access
Save the changes made to the
homepage view.
Source: emorphis.com
9. Click on the
component tab in
the upper right
corner of your
screen.
Search for 'Tableau'
in the search bar.
Find the Tableau
visualization option
under the custom-
managed option.
Log in to your
profile.
You will see the
necessary objects
on your main
screen.
Source: emorphis.com
10. If everything is done in the right manner you
will see this type of dashboard and objects
on your screen.
Source: emorphis.com
11. Below is an example of a Tableau dashboard
page that shows how you can convert your
data into easy-to-understand charts, graphs,
and many more.
Source: emorphis.com
