Tableau CRM, formerly known as Einstein Analytics, provides a wide range of robust features that let you analyze and visualize data (Salesforce and non-Salesforce) effectively and establish data-driven culture across the organization.

1. SALESFORCE RELEASE -
ANALYTICS :
TABLEAU CRM :
CUSTOM FISCAL CALENDAR
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TM

2. Introduction To Tableau CRM
Tableau as a CRM helps find a business pattern or a
solution to complex business problems by visualizing
data and providing AI-driven analytics right in their
workflow.
You get access to only the related data by mentoring
your business’s analytics that improves the business
outcomes.
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3. 1. Dashboard Extension
Access real-time predictions in the
dashboard.
2. Analytics Calculation
Integrate real-time predictions in
vizzes.
3. Tableau Prep
Add predictions to your datasets.
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Features Of Tableau CRM

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How To Sign Up For Tableau CRM

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Enable custom fiscal calendar in your org

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Refresh Tableau dataset to view
custom calendar

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14. Create Dynamic Dashboard For Custom
Calendar
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15. ➢ AI/ML functionality native to Einstein will be available in Tableau in the
form of dashboard extensions, calculations, and bulk predictions.
➢ Tableau clients will access and query Salesforce datasets inside Tableau
while back into writing scripts Salesforce.
➢ Every layer of the application provides an end-to-end seamless experience
for all users.
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Benefits Of Bringing Tableau And
Einstein Together

16. Tableau CRM, formerly known as Einstein Analytics, provides a wide
range of robust features that let you analyze and visualize data
(Salesforce and non-Salesforce) effectively and establish data-driven
culture across the organization.
cloud.analogy info@cloudanalogy.com +1(415)830-3899
Conclusion

17. Thank You
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