Salesforce + Tableau

At Tableau, our mission is simple but powerful—we help people see and understand data. As part of the Salesforce family, we offer the world’s leading analytics solution for all your data. Tableau can help you fully leverage your rich customer data by providing analytics for everyone in your organization.

Use Tableau to blend Salesforce data from across the Customer 360 platform with your other business data for increased visibility and a deeper understanding of your customers. Provide your finance, operations, channel teams, and executives with secure, up-to-date, customized views of your data.

Put smart analytics in your Salesforce CRM


CRM Analytics

Leverage the power of fully native analytics in your CRM workflows with CRM Analytics. Salesforce CRM users can work more efficiently, spot trends, predict outcomes, and get timely recommended next steps to take right where they work. Use advanced AI models that are easy to set up with no coding necessary to better connect analytics to the next action to take.

Learn more about CRM Analytics

Tableau Genie

Discover hidden insights in all your customer data with Data Cloud for Tableau

Use Data Cloud for Tableau to unlock your customer data and deliver actionable insights at scale. With Data Cloud for Tableau, you can natively connect to integrated, unified data from any source—including your Salesforce instance—making it easy for everyone in your organization to visualize, automate, explore, and act on data. Data Cloud for Tableau takes the complexity out of building a real-time customer data platform, so you can discover customer insights and make data-driven decisions.



Visualize and explore Salesforce data in Tableau

Connect to Salesforce data

Powerful connectivity to Salesforce CRM 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.

Learn more

Jump-start your insights

Tableau's Dashboard Starters for Salesforce are designed to help you hit the ground running with actionable data analysis in minutes. In just a few clicks, you'll be able to connect and create beautiful, data-rich dashboards on account tracking, quarterly results, top accounts, and more.

Learn more

Understand your customers like never before

Connect to Salesforce CDP to leverage your Salesforce customer data in Tableau for expansive limitless data exploration. Learn the “who” and “why” behind all your cross-channel campaigns and customer interactions.

Learn more

Connect to your marketing intelligence

As both members of the Salesforce family, Datorama and Tableau connect natively to each other, bringing together the best of both platforms to help marketers maximize impact.

Learn more

Tableau Viz Lightning Web Component

Show off your Tableau Vizzes in your Salesforce environment with ease using our Lightning Web Component. Embed visualizations from Tableau Cloud, Tableau Server, or Tableau Public.

Learn How

Additional resources

Sales analytics

From quotas to pipeline, accelerate your analysis with shareable, actionable insights and a single source of truth.


Support & services analytics

Get deep visibility into customers and operations to optimize experiences, improve satisfaction, and boost loyalty.

Online Help: Salesforce connector

Dive into our documentation for step-by-step help to connect to Salesforce data, set up a data source, and more.


Online Help: Tableau Viz Lightning Web Component

Embed Tableau dashboards into Salesforce to give your workforce valuable data right in the flow of business.