![]() ![]() With other assets, like Einstein Analytics becoming Tableau CRM (folded into Tableau) beginning Tableau’s next version release, we are just beginning to tap the surface of its potential. When Salesforce acquired Tableau in 2019, they knew this was a brilliant play. Like the Salesforce robust global Trailblazer community, Tableau has the tight-knit #DataFam on Twitter and LinkedIn, those who answer questions and bring ideas to Community Forums, and just recently shared a weekly roundup of the best community content aimed to teach and inspire others. The Superpower of Thousands of Skilled Tableau Practitioners Also, you can control whether the underlying data can be accessed, the dashboard to be downloadable, or even show the author’s profile. Tableau Public Tip: If your information doesn’t require a lot of security, your Tableau Public page can act as a free data visualization web server with 10 gigs of space! All dashboards published can be hidden from public view and only accessible via a direct link, and embedded just the same. Here is the original if you want to amp up this image instead: You easily embed Tableau dashboards in Salesforce using either the Tableau Viz Lightning Component, or get the ready-made embed code for dashboards published on Tableau Server (using Trusted Authentication) or Tableau Public by selecting the share icon (if not disabled) as shared below: Embedded Tableau Dashboards in Salesforce Just think of the additional possibilities that can be created with well-structured data from virtually limitless sources.Ĥ. As you may be aware, Tableau CRM (formerly Einstein Analytics) gives Salesforce Admins the no-code enablement of data science at their fingertips allowing business users to provide powerful solutions at a fraction of cost. Besides that, coming very soon to Tableau is Einstein Discovery in Tableau. “The Superpower of Data Science Integrated via Tableau CRM (formerly Einstein Analytics)”Īs mentioned above, Salesforce has begun to enhance their product suite integrations to bolster effective collaboration for users of Salesforce CRM and Tableau. Intelligent Insights (thanks to Einstein Discovery) Imagine having to be able to tell your stakeholders that it CAN be done rather than it CANNOT be done because your design toolbox is virtually limitless.ģ. The creator of the visualizations, Priya Padham ( Public Portfolio), added her design talent (with a little boost from Alteryx for data prep). in Mockaroo) for striking and fully interactive sample marketing and KPI Dashboards. Here are a couple of dashboards created in Tableau using dummy Salesforce data (eg. In Tableau, dashboards are only limited by your imagination (and maybe your trigonometry skills for advanced charts)! This works well in most business situations, but sometimes adding modern design elements and having the freedom to do so will make you stand out and your dashboards potentially more engaging for some audiences. Salesforce dashboards are functional, used to visualize data using point and click and out-of-the-box customizations.
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