How does Tableau power Salesforce Genie Customer Data Cloud?

Unlock your customer data to deliver actionable insights in real time and at scale. Every company can become a customer company with the #1 CRM data cloud.

In the quest to become a customer-focused company, the ability to quickly act on insights and deliver personalized customer experiences has never been more important. Every company today is being asked to do more with less, and leaders need access to fresh, trusted KPIs and data-driven insights to manage their businesses, keep ahead of the competition, and provide unparalleled customer experiences. 

But good data—and actionable insights—are hard to get.

Traditionally, organizations built complex data pipelines to replicate data. Those data architectures were brittle, complex, and time intensive to build and maintain, requiring data duplication and bloated data warehouse investments. As a result, making informed business decisions was frustrating and time consuming. 

Salesforce Genie Customer Data Cloud, now powered by Tableau, solves those challenges. It’s easy to use, deploy, and scale. All your customer data is instantly accessible. Up to date. Trusted. Secure. Salesforce Genie Customer Data Cloud, powered by Tableau, is the fastest and most scalable way to unlock customer data and help deliver actionable, real-time insights. 

Let’s explore how. 

What is Salesforce Genie Customer Data Cloud, powered by Tableau? 

Salesforce Genie Customer Data Cloud, the #1 CRM data cloud, is a real-time data platform that provides a single source of truth for customer data to help you tackle your biggest data pipeline challenges. Genie powers the entire Salesforce Customer 360 platform to help organizations ingest, harmonize, and unify all customer data across channels and interactions into a single, real-time customer profile so every experience across the Customer 360 is more automated, intelligent, integrated, and real time.

 Salesforce Customer 360: Save time. Save money. Grow revenue. Real time, intelligent, automated, Hyperforce.

As the world’s first real-time CRM, Salesforce Customer 360 and Genie provide your entire organization with a single, up-to-the-minute view of your customer across any cloud.

Now powered by Tableau, Genie brings that trusted, up-to-the-moment customer data to life by layering on visual, explorable, and actionable analytics and insights. 

With Genie, Salesforce data is now natively available in Tableau, providing the most valuable data to help everyone across the organization unlock customer data and make better, faster decisions. Powered by Tableau, Genie takes the complexity out of building a real-time customer data platform, so you can more easily visualize, automate, explore and act on your data—from any source—and track the KPIs that matter most to the business.

We're also providing secure, real-time, and open data sharing between Salesforce and Snowflake. This allows Genie to directly access data stored in Snowflake, and vice-versa, enabling a real-time Customer 360 view across the two platforms without moving or duplicating data.

Backed by the power of Tableau, Salesforce Genie Customer Data Cloud allows you to discover hidden insights in all your customer data, enabling you to: 

  • Natively connect to trusted, unified customer data
  • Instantly analyze with the click of a button
  • Take action with AI-powered insights in the flow of work
  • Cut costs by consolidating data warehouse investments

How do Genie and Tableau work together? 

Let’s get into the nuts and bolts. Think of Tableau as your data visualization and business intelligence layer on top of Genie—allowing you to see, understand, and act on your live customer data.

These features cover functionality for enterprise customer data in five key categories: Connect, Harmonize, Unify, Analyze and Predict, and Act.

How Genie Works: Data sources, Connect, Prepare, Harmonize, Unify, Analyze & Predict, Act, Applications, MarTech & Ads, with foundation of Salesforce Platform, Data Governance, and Hyperforce

Genie’s features cover functionality for enterprise customer data in five key categories: Connect, Harmonize, Unify, Analyze and Predict, and Act.

Connect 

First, we bring it all together in Genie. Built-in connectors bring in data from every single channel. That includes live data streams, streaming data from web and mobile, and APIs integrated with MuleSoft to bring in external data from legacy systems or proprietary data lakes. 

Genie unlocks all your customer data—current and historical—in the Salesforce Customer 360 platform and beyond. Because it’s native to the Salesforce platform, you get the business user experience and developer extensibility, while realizing the power of the AppExchange for our ISVs.

But Genie also goes beyond the Salesforce ecosystem. Open and extensible, Genie integrates seamlessly with your existing data architecture, including: 

  • Open data access—and zero-copy data—with Snowflake, meaning you can access data in Snowflake without moving or copying it
  • First-party advertising with Google, Amazon, and Meta
  • Bring your own AI with AWS

Harmonize

Genie harmonizes all of your customer data using a knowledge graph. (Or, because it’s optimized for customer data, let’s call it a customer graph.) As you ingest and integrate data, the customer graph uses AI modeling to map relationships between data points and allows them to be consumed together. 

Salesforce Genie Data Lake Objects contact mappings

Harmonize your customer data into a unified view by mapping data sources into shared data models in Genie.

Unify

The power of the customer graph keeps going. With identity resolution and deduplication capabilities, you can ensure that all of your customer data is kept up-to-date and nothing gets lost as you work at the speed of change. This customer graph is your source of customer truth and evolves as your data does—meaning unifying billions of customer profiles just got a little easier. 

Salesforce Genie identity resolutions with ruleset properties, reconciliation rules, and resolution summary

Create rules in Genie to help resolve conflicts and collisions between mutiple data sources.

Analyze and Predict 

This is where it really gets fun. Go from a data set to an intuitive dashboard in Tableau with a single click of a button. Deep data exploration is enhanced with flexible, market-leading visual analytics to help you tell a story with data. The intuitive user experience makes data exploration possible for everyone, so no matter your skill level, you’ll be able to use data to make informed decisions.

Campaigns with Data Story view, sales by category and segment

Create data visualizations that transform billions of harmonized records into new insights into your customers and your business.

Act

And this is where your business can find success now. Using intelligent predictions, recommendations, and flows to uncover answers to business-critical questions, you’ll have the next best action at your fingertips. With actionable intelligence spanning the entire Customer 360, every department will have what they need to drive better business outcomes. Think: better personalization, workflows, engagement, productivity, and more. 

Flow Builder campaign automation created in Salesforce, acted on in Tableau

Build automations in Salesforce; take action in Tableau.

How can I use Salesforce Genie Customer Data Cloud in my organization? 

With Genie and Tableau, everyone across the organization can instantly visualize, automate, explore, and act on hidden insights in customer data. 

Sales leaders can reduce time to close with instant access to sales pipeline and purchase data. By closely monitoring KPIs like sales velocity, win/loss rate analysis, forecasting, and pipeline health, sales leaders can: 

  • Increase sales operational effectiveness 
  • Get ahead of trends that may impact the business and forecast
  • Increase speed to ramp sales reps to productive sellers 

Marketers can drive engagement with up-to-date campaign and engagement data. With access to KPIs for sales, open rates, click-through rates, web traffic, return on ad spend, and more, marketers can: 

  • Optimize marketing spend in real-time
  • Drive efficiency in marketing budgets
  • Get a real-time view of marketing optimization and budget allocation effectiveness to save money and drive growth

Service and support leaders can boost customer satisfaction with unified case data. Real-time KPIs, such as call volume, time to resolution, net retention, CSAT, and resource utilization, can help service and support:

  • Optimize call center resourcing
  • Reduce the cost to serve
  • Quickly spot problems, triage support, and scale services

Talent and people operations teams can use data to strengthen relationships and employee satisfaction, while making talent acquisition and retention more efficient. Access to KPIs for headcount and employee sentiment (drilled down by performance, level, and department), can enable talent and people ops to: 

  • More quickly spot trends that impact costly employee attrition
  • Spot key performers to inform talent development 
  • Optimize recruiting pipelines
  • Do more with less

Where can I learn more? 

To take a closer look, check out the Genie and Tableau demo.

View the on-demand webinar: Uncover Real-time Customer Insights with Salesforce Genie Customer Data Cloud, Powered by Tableau.