This post kicks off our series about Tableau CRM. We’ll start with the basics, then dive deeper into the platform as the series progresses.
What is Tableau CRM?
Tableau CRM is an end-to-end analytics solution with powerful data management, data visualization, and predictive analytics capabilities. Built on top of Salesforce, Tableau CRM enables end users to take action from within their work environment.
Tableau CRM Features
The rest of the post will showcase key features of Tableau CRM, separated by three core capabilities: Data Management, Data Visualization, and Predictive Analytics.
Data Integration: In Tableau CRM, connectors give you an easy way to connect to data inside and outside of your Salesforce org. There are many configurable connectors that let you bring data into Tableau CRM from Salesforce, external applications, databases, and data warehouses.
Data Preparation: There are two data preparation tools in Tableau CRM: Recipes and Dataflows. Both tools have an intuitive visual interface and can be used to design datasets from your connected data. For example, the recipe below combines, filters, and transforms data before outputting as a dataset.
Predictive Analytics in Einstein Discovery
Einstein Discovery is Salesforce’s data science toolkit. It connects directly to Tableau CRM datasets to generate descriptive, predictive, and prescriptive insights.
Einstein Discovery Stories: To explore relationships between input variables and a chosen outcome variable, create an Einstein Discovery Story. An example of an Einstein Discovery Story can be found below. The input variables, and their correlation to the outcome variable CLV, are shown on the left. The bar charts list which variables positively or negatively impact CLV in order of statistical significance.
Tableau CRM is a powerful self-service application that helps you understand your data. If your users need to see their insights in Salesforce, consider Tableau CRM and its many features.
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