Tableau integration with Salesforce
Salesforce is the world’s largest CRM platform. It has millions of users and can be configured in a variety of ways to suit a variety of your business needs. So picking up the best Salesforce Integration that can help you to make the right future-oriented decision. Tableau integration with Salesforce can help you see all of your customer data in one place, which can make it easier to understand better your customers and their patterns
Tableau also integrates well with other third-party applications, such as QuickBooks, so you can manage your finances and sales data all in one place. This salesforce integration can enable time conservation and effort by making it easier to track important information. Here are 5 reasons why Tableau integration with Salesforce is beneficial:
Why Tableau Integration with Salesforce is Beneficial?
Embedding and Tableau integration with Salesforce can help you create a better visualization view of your customers, market trends, and potential prospects – all from within your sales process.
1. Enhanced Understanding of Historical Data
Tableau offers a powerful tool for visualizing historical data. You can use this information to improve your business decision-making by gaining a better understanding of what influenced past sales behavior. This can also be helpful when predicting future trends.
2. Feedback on Prior Customers and Prospects
Tableau can help you provide better customer feedback and identify potential problems with current or past prospects. You can also use this information to define your marketing strategy and target your resources more effectively.
3. Preparing Cross-Platform Presentations
With Tableau’s ability to upload data files, you can create cross-platform presentations which are tailored to specific audiences. This is useful when selling products or services that may be difficult to represent using other tools, such as Excel.
4. Streamline Processes and Reduces Waste
By Tableau integration with Salesforce, you can streamline processes and reduce waste associated with other software options. This includes reducing the time it takes to prepare presentations, automating reporting processes, and tracking customer interactions across channels.
5. Increased Visibility of Data Visualization throughout the Business Lifecycle
Tableau offers an intuitive interface that is easy for non-technical users to understand and use. This makes it a valuable tool throughout the business lifecycle, from planning and analysis through communication and collaboration mechanisms like SharePoint dashboards and alerts.
How to Integrate Tableau Into Salesforce?
Also, with the ever-growing need for data-driven decision-making, Salesforce suits Tableau integration successfully; hence companies hire a salesforce integration services provider. In this further, we’ll outline the process of Tableau integration with Salesforce in your organization and show you how to use Tableau’s powerful data visualization capabilities to make better decisions faster.
1. Download and install Tableau
Tableau is software that enables users to visualize data in ways that can be easily understood. Whether you’re a small business owner or a large enterprise, there’s probably a place for Tableau in your data-driven decision-making arsenal.
2. Connect Tableau to your Salesforce account
Once you’ve downloaded and installed Tableau, the next step is to connect it to your Salesforce account. In the dialog box that opens, give your connection a name (e.g. “Sales Force”). Then, click on the Connect button.
3. Get started with Salesforce reporting
Once you’ve connected to Tableau and set up your connection, you can start working with some of its powerful reporting capabilities. Once this report has been loaded into your workspace, you’ll be able to tabs between different sections of the report, such as Channels and Leads. You can also change the dimensions used in this report by clicking on the link next to Dimensions in the lower left corner of the report window.
Tableau integration with Salesforce allows you to become a data-driven organization. With Tableau installed and connected to Salesforce, you can gain access to your customer’s data in a quick and easy way. You can use this information to drive and make informed decisions and better sales outcomes.
In expansion, it permits you to transfer your visualizations to other members of your team.
Further 4th step- Add tools to finish the process
- Now that you have an account, it’s time to start connecting things. To begin, open up the Visualization Designers pane in your Salesforce instance. From here, select Data Source from the left-hand menu. Select Connections from the right-hand menu, and click on Add Connection.
- In the Add Connection window, click on the Browse button next to the Tables drop-down menu and select the table that contains your customer information. Once you’ve selected the table, click on OK in order to add it as a data source in Tableau. Next, select Select Fields from the ticker options and choose any fields that contain customer information that you want to include in your visualization. Click on OK once all fields have been chosen.
- Finally, under Chart Elements in the right-hand column of the Visualization Designers pane, click on Embed Chart. In the Choose Your Chart Type window that pops up, select Use Market Basket View from the Available Views list and then hit OK. You’ll now see a chart populated with customer data from your Salesforce instance!
- You can continue adding charts and visuals by selecting different fields from the Data Source tab and selecting charts or visuals from the Chart Elements drop-down menu. When you’re finished adding visuals, hit CTRL+D (or CMD+D on a Mac)to close out of the Visualization Designers pane and save your work.
Conclusion:
So, hope you understand the benefits of Tableau integration with Salesforce and how it can help make better business choices. As companies continue to shift their focus toward data-driven decision-making, Tableau has emerged as a powerful tool for business users. Contact a Salesforce customization services provider to make it customized and integrate successfully as per your business need.
Author BIo
Chandresh Patel is a CEO, Agile coach, and founder of Bacancy Technology. His truly entrepreneurial spirit, skillful expertise, and extensive knowledge in Agile software development services have helped the organization to achieve new heights of success. Chandresh is fronting the organization into global markets in a systematic, innovative, and collaborative way to fulfill custom software development needs and provide optimum quality services.
With a solid foundation in technology, backed by a BIT degree, Lucas Noah has carved a niche for himself in the world of content creation and digital storytelling. Currently lending his expertise to Creative Outrank LLC and Oceana Express LLC, Lucas has become a... Read more