Salesforce is been the global leader in CRM. It will be renamed Tableau CRM. Salesforce each day delivers business solutions to more than 1,50,000 businesses across the globe. As it is stepping up its efforts to integrate Tableau Platform and Einstein Analytics. It will deliver the best data analytics platform. It can be an essential part of Salesforce Customer 360 as Tableau CRM will provide integrated analytics and AI experience within Salesforce’s CRM workflow. Salesforce acquired Tableau, the leader in visual analytics. It is stated that analytics software providers were an important purchase that expands its overall addressable market. Tableau’s market is self-service analytics that operates across sales, marketing, development, and more while Einstein Analytics is integrated with Salesforce CRM to provide recommendations and predict results & outcomes. Salesforce said that revenue gained from the Tableau platform and other platforms in the second quarter was up 66%, with Tableau contributing 41% of that growth.
Einstein Discovery
Across the Salesforce platform, Einstein Analytics was built into Salesforce with deep, native integration. Einstein Analytics allows you to combine internal data and external data which is optimized for consumption within Salesforce CRM applications and provides users with a more intelligent experience. Einstein Discovery automatically finds out relevant patterns in their data making it possible for business users without requiring cultured data models. In a short time, it can also assist users to find unique insights and patterns across millions of rows. This tool works as a personal data scientist who is always there to quickly extract essential patterns and help users make necessary changes in their data, based on the predictions. Einstein Analytics also offers enterprise Artificial Intelligence or machine learning capabilities, enabling companies to build amazing predictive models that help their business users go from insight to action, right within their CRM workflow.
Tableau Roadmap
Tableau assists people to view and understand the data. There has been a wide incredible variety explosion of data. To deal with that over time and how to indulge, that’s both a huge opportunity and a huge problem for customers. It is been a universal conception of using Analytics where one needs to create a data culture. For the reason that it is going to be a part of how hundreds of millions of knowledge workers around the world get their job done. Tableau is helping customers to figure out how to go about the expedition and also is investing a lot of time energy and resources. Building a broad end-to-end analytics platform consider to be intuitive, it is simpler, it is self-service and powerful. It also generates insights through an incredibly simple, easy, and yet very powerful interface. It allows anyone to explore their data to have a conversation with their data. With tableau, one can gather data and information from the common data hub, a collaborative data that pulls data from sales and service and Marketing Cloud, as well as connected equipment. Tableau’s self-service analytics platform empowers people of any skill level to work with data. To get rapid insights and make impactful, data-driven decisions from individuals and non-profits to government agencies and the Fortune 500, tens of thousands of customers around the world use Tableau.
Tableau Suits of Features
The integration focuses on making Tableau the Salesforce’s analytics. It integrates all the advanced analytics capabilities of Einstein Analytics, not excluding the prescriptive and predictive analytics into the wide range of Tableau’s features.
- Tableau desktop for visual analytics
- Tableau CRM for native Salesforce analytics
- Tableau prep for visual data presentation
- Tableau online for analytics platform as a service
- Tableau Server for self-managed analytics platform
With all these features Tableau has been adding tons of value to the product, and it’s still progressing with the trend in current years. With all these enhancements to Tableau prep, Tableau desktop, and Tableau server, the platform is changing to an enterprise-quality tool from more of an end-user reporting tool in the areas of data presentation, data management, and data analysis.
Building on our vision to bring together Tableau and Einstein Analytics
Tableau querying Einstein Analytics data sets: Tableau will be able to query the data stored in Einstein Analytics, opening up deep exploration capabilities of Tableau queries for CRM data. This combines the scale, performance, and security of the Einstein Analytics data sets with the industry-leading data exploration experience within Tableau.
Einstein Analytics writing to Tableau: Einstein Analytics will be able to write data to Tableau, creating extracts in Tableau which contains Salesforce data.
Tableau Prep writing to Einstein Analytics: You can use the right platform for your needs as Tableau Prep will be able to write into both Tableau and Einstein Analytics.
After Artificial Intelligence and data interoperability, the next focus area will be to authoring experience to unify the content. This will enable people to create analytics content only once by using Tableau or Einstein Analytics which can then be consumed anywhere. Altogether this integration work will give customers a seamless experience from visual exploration inside of Tableau, to applying your favorite Artificial Intelligence and machine learning techniques for predictive modeling, and publishing the results in Tableau, in Salesforce, or embedded in portals and applications.
Einstein Discovery in Tableau: The Benefits
With the release of Tableau 2021.1, Salesforce delivered the first integration of artificial intelligence and machine learning capabilities in Tableau. This introduces Tableau Business Science which is an exciting new class of AI-powered analytics. The introduction of Einstein Discovery in Tableau is of wide variety of significance as it brings the integration of Salesforce’s artificial intelligence and machine learning capabilities to Tableau. In addition to it Einstein’s discovery, a more robust data science technique will be provided to the users.
Users can leverage the core of this new addition by following three ways:
Use of Einstein Discovery in Calcs: It is as simple as creating a calculated field as it makes the task of forming a prediction. To find out the intuitive predictions all the user needs to do is drag and drop the predictive calculation onto the viz.
Dashboard Extension: Users can amplify the suggestions to improve the prediction outcomes as well as can build up the Tableau dashboards with the predictions formed by Einstein Discovery. This will help users to get an impression of the future sight of the analysis and even get an approach for the actions they need to take.
Predictive Insights in Prep Builder: Adding a prediction step in your prep flow with just one click to quickly bring in the prediction factors that can enhance the data set as a whole.
Conclusion
Tableau has been popular with its easy to build dashboards and business reports. New horizons will open up with this new integration majorly on target and the effectiveness of the Analytics solution created around the tools of Salesforce Analytics. Analytics is an added advantage to growing business in accounts and sales for the predictive analytics from Einstein Discovery. Tableau yields a successful and collaborative approach to business analytics. There is also an effective utilization of Einstein products being used by the Salesforce users. Working with data and dashboards in Wave Analytics is ideal for integration specialists who want to learn more about connecting and securing data in Wave. This course is also great for business analysts or developers interested in creating advanced dashboards. Gologica’s curriculum is set to gain hands-on experience in all sorts of analytics modules that cover under Salesforce. Happy Learning!!
Author Bio
Kavya Sathvik, A content strategist at Gologica. She has 2 years of experience in content writing. Passionate about writing technical content and also creating effective content strategy for brands and blogs. Contact her: Linkedin