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Connect, analyze, decide: Seamless integration of Tableau and Salesforce.
Key Features:
Successfully connect Tableau with Salesforce CRM.
Use Tableau and Salesforce to analyze data and create dynamic visualizations.
Translate analytical findings into tangible business strategies and actions.
Description:
Cloud data architectures are a valuable tool for organizations that want to use data to make better decisions. By Tableau is a powerful data visualization tool, and Salesforce CRM is the most successful customer relationship management software. Companies often use these two tools to analyze data and create visualizations.
The book starts with an introduction to both Tableau and Salesforce CRM. It then goes on to show how you can connect Tableau with Salesforce CRM and link the two tools. Then, it walks through some of the key features of this connection that allow for seamless data analysis and visualization. It then moves on to advanced use cases, combining Salesforce and Tableau for advanced analytics and decision-making.
The Tableau software ecosystem contains a number of different elements that together provide an unparalleled data analytics experience.
Tableau Desktop is a drag-and-drop analytics and data visualization software that allows you to connect to a wide range of data sources, create ad hoc analyses, build cohesive dashboards, and share views with others.
Tableau Public, a free version of Tableau Desktop, is suitable for non-proprietary data analysis and allows users to connect to limited data sources like Microsoft Excel.
Tableau Server is a central repository managed by organizations that store all published workbooks, shared data sources, and/or Tableau Prep workflows.
Tableau Online, a hosted version of Tableau Server, has nearly all the same functionalities.
Tableau Reader is a free desktop application that enables users to view and interact with packaged workbooks from Tableau Desktop. Finally, Tableau Mobile is a free mobile app that allows users to view and interact with analyses published on Tableau Server or Tableau Online.
Finally, Tableau Prep Builder is a user-friendly data engineering software that enables you to connect to various data sources and clean, aggregate, pivot, and merge data before publishing it to a central repository for others to use. With Tableau Prep Conductor, an add-on in Tableau’s Data Management, you can schedule and automate data engineering flows developed in Tableau Prep Builder.
In this book, we will focus mainly on Tableau Desktop to do the analysis of Salesforce data. However, we will also be getting acquainted with Tableau Prep, Tableau Server, and Tableau Online, particularly as we discuss some of the more advanced use cases for combining Salesforce and Tableau in the later chapters of the book.
After reading this book, the reader will have the knowledge to start using both tools to analyze real-world CRM data and create CRM analytical dashboards that generate value for their companies.
What you will learn:
Successfully connect Tableau with Salesforce CRM, and overcome common challenges faced during integration.
Effectively use Tableau and Salesforce together to analyze data and create dynamic visualizations that are actionable and insightful.
Combine the power of Salesforce and Tableau to create more complex analyses, aiding in strategic decision-making.
Design and implement CRM-specific dashboards using Tableau, catering to the unique needs of CRM data analytics.
Translate analytical findings into tangible business strategies and actions, thereby driving value and growth for your company.
Who this book is for:
This book is targeted at people who are interested in Tableau and Salesforce. This includes Tableau Desktop users in organizations with Salesforce CRM and Salesforce consultants or administrators.
Contents:
Introducing Salesforce and Tableau
Setting Up Salesforce with Tableau
Building and Integrating Data Pipelines
Exploring Charts, Graphs, and Dashboards
Extracting Deeper Insights with Funnels, Maps, and Hybrid Visualizations
Dealing with Complex Visualizations, Customizations, and APIs
Integration, Authentication, and Tableau Viz LWC
Blending Tableau with Traditional CRM Analytics
Exploring Einstein AI and Advanced Analytics
Troubleshooting, Tricks, and Best Practices