Salesforce and Tableau

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Tableau and Salesforce are Designed to Work Together

Tableau is a strong analytics tool when your reporting requirements exceed the capabilities that are native to Salesforce – particularly when you need to combine Salesforce data with other data sets.

The two platforms are designed to work together. Tableau visuals can be embedded within the Salesforce application. Data can be securely passed back and forth so that Tableau visuals are automatically customized for each account or opportunity.

Blend Salesforce data with other types of data for a deeper understanding and increased visibility into opportunities. Bring in data from call centers, marketing metrics, life-time-value data, and quota spreadsheets to deliver more comprehensive insights. With Tableau, you can provide your entire sales force, channel team, and executives with secure, up-to-date, customized views of data—even through browsers and mobile devices.

Native connectivity to Salesforce, force.com, and database.com means easily visualizing the metrics that matter most to your business. Easy visual analysis means data can drive decisions at every phase of the pipeline: prospecting, lead management, pipeline coverage, account management, and more.

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