Without data, you’re just another person with an opinion. With the Tableau direct connector to Salesforce®, use analytics at every step of the sales process. Enable self-reliant dashboards and advanced analytics for prospecting, lead and opportunity management, pipeline coverage, account management, and more. Provide your entire sales force, channel team, and executives with customized views of data — right in a browser or tablet, secure, and updated automatically.
- Create, customize & share interactive web dashboards in minutes with simple drag & drop.
- See a comprehensive view of your sales pipeline and results.
- Access dashboards from any browser or tablet.
- embed dashboards right into Salesforce.com.
- Blend Salesforce data with demographics, quotas, market stats, and more.
Connect to your Salesforce data in the same Tableau interface you use for spreadsheets, databases, cubes, and Hadoop.
As shown in this video, select Salesforce from the list of native connectors and enter your Salesforce username and password. If you're away from your office, Salesforce will supply you with a token to append at the end of your password.
Salesforce supports many standard and custom tables. To help you get started and save time, Tableau has grouped commonly used Salesforce tables as standard joins. Select accounts, leads, tasks, or another standard join. Or select a single table or a custom join from multiple tables. These quick connections make it easy to create Salesforce reports quickly.
With Salesforce + Tableau, you can really get a holistic view of your prospects, sales pipeline, accounts, and sales performance.
Best of all, IT doesn't have to spend weeks or months to build canned reports – within the security parameters set by IT, sales people create and share their own self-reliant dashboards, in minutes.
Show progress toward meeting real-time or near-real-time indicators. You don’t want to get to the end of the quarter and know that you failed. Make sure that you and your sales team are performing every day.
Shift between different views of data, add maps, and enhance with table calculations. From the big picture, click to see the details and underlying data.
This simple Salesforce® report shows a win / loss analysis by region, industry, and time period.
No more having to leave a meeting with a to-do list of data to hunt down – find it immediately in your dashboards and share with your colleagues, right there while you are still in the meeting.
Track for yourself or your team how long it takes to respond to new leads. View and clean up your pipeline. Forecast a baseline to evaluate progress toward making quota.
Tableau is for everyone in your organization. In sales departments, we’re used by inside sales, field sales, sales executives, and channel managers, along with colleagues in sales operations, finance, and marketing.
Tableau imports a Salesforce extract into the Tableau fast in-memory data engine. This allows you to explore your sales data at the speed of thought by easy drag & drop. To work with new data, click to refresh the extract or schedule automatic updates.
Avoid application programming interface (API) quotas by reusing extracts for your entire team. Enable colleagues with more restricted Salesforce API permissions to benefit.
Set permissions for data source, workbook, and dashboard access by role and group or for individual named users. Add advanced calculations, enhance with data from other sources, and publish for use by your entire team.
Within the data-access boundaries set by your IT department, salespeople make and customize their own do-it-yourself web dashboards, securely accessible from any computer or tablet.
Embedding analytics right where people get work done helps them make better decisions throughout the day. People naturally process visual information more easily than tables of text-- so why not take advantage of that?
This video shows how embedding sales analytics right inside Salesforce.com, using Salesforce Canvas, can help a salesperson plan account strategy and better understand their pipeline.
Tableau allows you to automatically updating Salesforce data on a schedule, so your analytics stay up to date.