Embedding analytics in Salesforce: Usable data at users' fingertips
One of the best ways to ensure your people have the data to make the best decisions is to embed analytics right into the systems they use every day. This is definitely true for sales: most salespeople live inside Salesforce, deciding who to call and when, and planning account strategy. In this video we look at embedding sales analytics right inside Salesforce.com using Salesforce Canvas.Information science tells us that data presented visually augments our natural style of thinking. Why not embed visual analytics right inside Salesforce to give your salespeople that advantage?
Salesforce Canvas and Tableau Documentation
Learn how to embed analytics in Salesforce using Tableau and Canvas.
The video shows the process a salesperson might go through: opening Salesforce, looking at an account summary, clicking into an account and updating opportunity info based on a recent conversation.
The difference is that by using Salesforce Canvas and Tableau, you can embed a dashboard to give the salesperson an overview of their accounts and opportunities.
Then you can provide insights as the salesperson looks at individual accounts and opportunities, presenting information visually instead of forcing that person to read through text.
How does embedding analytics in Salesforce work with Tableau?