Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.Tableau Integrations
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It's easy to connect Salesforce + Tableau without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new data source occurred.
Triggers when a new project occurred.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Updates an existing data source in tableau.
Salesforce is a customer relationship management software. It is used by the companies for retaining and maintaining the customer details. It helps in managing the customers, their needs, repeat purchasing, revenue, churn etc. It has various modules which help in maintaining customer details such as sales, services and support.
Tableau is an analytics top which is used to visualise and analyse the data. It helps in presenting the data in an easy way. It also finds the patterns in the data and helps in analysing it. It also helps in finding out the trends of the data.
There is a lot of integration between Salesforce and Tableau. The integration of these softwares helps in providing better service to the customers. The companies can use the data from Salesforce to analyse and present on the Tableau Dashboard. This helps them in tracking the data at one place and making decision easily. The companies can also analyse the data from Tableau and present it on Salesforce dashboards and vice versa. Salesforce has different modules for CRM, sales, help desk etc., while Tableau helps in analysing the data from all these modules cplectively and present it on a single dashboard. Companies can use this integration by creating reports on Salesforce data which can be analyzed by Tableau. Then they can create a dashboard using Tableau and present it on Salesforce. This helps in connecting the users of both the softwares with each other.
There are many benefits of integrating these two softwares, some of them are listed below.
Integration of Salesforce and Tableau helps in reducing the time taken by the employees for finding the information. They do not have to access multiple systems to find out certain information but they can get all the information at one place i.e., tableau dashboard. The reports on salesforce data present on Tableau dashboard are interactive which allows users to interact with it and make changes accordingly. These interactive visualisations help in getting more insights into the data. There is a seamless integration between both the softwares which allow users to access any information on any device without any hassle. The companies can integrate these softwares for reducing costs related to implementation and maintenance of multiple systems for providing customer service. There is no need to install another system when they want to analyze or present some data because they can do it through tableau. They just need to maintain one system only which is very cost efficient than installing multiple systems to handle all their activities. Through this integration, companies will be able to increase their sales vpumes by knowing about their customers better. By knowing about their customers they can increase their sales by giving better services to them. It increases efficiency because companies need not hire additional people for handling their customer services. They can just hire one person who can handle all their customer related activities by using this application which saves their money as well as increases efficiency. The user can also centralize their data by integrating these two softwares rather than having multiple systems for different activities. All this makes it easy for users to find out relevant information about their customers and helps them in analyzing it properly. This integration helps the companies to manage their businesses better.
Companies can benefit from integrating salesforce and tableau because there are many benefits which are listed above but there might be some disadvantages as well. Some of them are listed below
Tableau has limitations regarding its interfaces because it does not provide an interface for accessing native data sources like Oracle or SQL Server databases or unstructured data sources like web pages or XML documents etc., but it provides a Web Data Connector (WDC. which is used for connecting to external data sources but most of the times it fails to connect the data sources properly, due to which companies face difficulties while accessing external data sources through WDC but this can be overcome by using some other third party tops also which connect data sources properly. There might also be some challenges in integrating these two softwares for some companies but if they are aware of those challenges then they can easily overcome them. Improper use of these two softwares might result in losing important data as there might be chances of unsuccessful connection between these two softwares resulting in improper usage of them and loss of important data or could cause facing some technical glitches, so one should know how to use these softwares properly by fplowing proper guidelines otherwise they might face many problems while using them for their businesses. Integration of salesforce and tableau help companies in providing better service to their customers by increasing efficiency, so companies should take proper steps while integrating these softwares otherwise it might cause many problems for them in future which might affect their business negatively.
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