Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,397 reviews
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External reviews are not included in the AWS star rating for the product.
Fast Data Lake Integration and Great Visuals, but Needs Better Salesforce Maps Support
What do you like best about the product?
The speed of Tableau when linked to data lakes like snowflake is fantastic. The variety of visualizations continue to be critical to evaluating our business pipeline.
What do you dislike about the product?
The connection with salesforce maps and creating a world map to display our accounts and opps globally could aid our efficiencies as a sales org.
What problems is the product solving and how is that benefiting you?
Pipeline Analysis, org user and activity data analysis.
Great for Dynamic Chart Building, but Developer Dependency Slows Us Down
What do you like best about the product?
I love how dynamic it is and its ability for us to easily and simply build charts to help drive our business.
What do you dislike about the product?
Our current bottleneck is requiring a developer to design our dashboards and there is a huge backlog.
What problems is the product solving and how is that benefiting you?
Understanding our business trends in real time
Tableau and Salesforce (Integration Potential)
What do you like best about the product?
I appreciate how Tableau easily connects with Salesforce, allowing for effortless integration for our company. Additionally, I find Tableau Pulse incredibly useful as it connects with various APIs, integrating market data and our own numbers in one place, which is extremely advantageous for presenting updated data to the leadership.
What do you dislike about the product?
I think Tableau is not very user-friendly for common users. I had to hire two people to help implement the project and start using it. Additionally, the internal training on Tableau could be improved; it would be ideal if Tableau had something similar to Trailhead to facilitate learning and implementation, allowing me to use internal resources instead of hiring external partners.
What problems is the product solving and how is that benefiting you?
I use Tableau to update essential data for leadership, improving our exposure. I also integrate various APIs with Pulse, unifying market and internal data.
Powerful Data Combinations, But Eager for Cloud Upgrade
What do you like best about the product?
That it can do more complex data combinations than native Salesforce reports and dashboards
What do you dislike about the product?
We are still on the server version and can’t wait to get to the cloud
What problems is the product solving and how is that benefiting you?
We use it when we want to combine data outside of Salesforce
Great for Data Analysis, But Steep Learning Curve for Some Team Members
What do you like best about the product?
It helps my team analyze and visualize data
What do you dislike about the product?
not enough of my team is comfortable using it
What problems is the product solving and how is that benefiting you?
Consolidating statewide data
Essential for Business Reviews, Slight Learning Curve
What do you like best about the product?
I find Tableau's setup process easy and intuitive, as it merely requires connecting to the correct data source to start working on dashboards smoothly. Additionally, I greatly appreciate the business intelligence dashboards offered by Tableau, which have been immensely useful for our monthly business reviews as they allow flexible data analysis and quick customization during demos.
What do you dislike about the product?
I think sometimes I feel that the use of the interface is a little bit difficult to navigate for the first time. Although once I got used to it, it became more appealing and easier to use.
What problems is the product solving and how is that benefiting you?
I use Tableau for business reviews, enhancing data analysis and presentation. It simplifies creating dashboards as per leaders' needs on-the-go, making reviews efficient and interactive.
Great Visualisation Options, but Data Segregation and Access Filtering Need Improvement
What do you like best about the product?
The platform offers support for multiple data sources and provides a wide range of visualisation options. This makes it versatile and effective for presenting data in various formats.
What do you dislike about the product?
This issue is closely related to our current implementation, but data segregation and access filtering are quite challenging.
What problems is the product solving and how is that benefiting you?
It provides a unified view of data collected from various sources.
User-Friendly with Advanced Features, but Should Be Default in Salesforce
What do you like best about the product?
I find it very user-friendly, yet it still appears to offer more advanced features than the standard reporting options available in Salesforce.
What do you dislike about the product?
I’m disappointed that this isn’t the default tool available in Salesforce.
What problems is the product solving and how is that benefiting you?
It now provides us with real service metrics that are easy for all stakeholders and agents to understand.
Real-Time Insights Made Simple with Tableau
What do you like best about the product?
I love that Tableau provides real-time insights into recruiter production and activities. The ability to track account performance against goals is incredibly beneficial. The visualizations are top-notch, and I appreciate being able to drill down into the data. Tableau's integration with our company's proprietary tools is seamless. The platform is straightforward, and my team can set up dashboards to meet any of my needs.
What do you dislike about the product?
I find that the current version we have doesn't make it very easy to add new variables.
What problems is the product solving and how is that benefiting you?
I use Tableau for real-time insights into productivity and financials. It simplifies tracking team performance and account goals, offering valuable visualizations and data integration.
Easy Report
What do you like best about the product?
The ease of report metrics, the at a glance reports
What do you dislike about the product?
Nothing to dislike, it's a great platform
What problems is the product solving and how is that benefiting you?
Multiplatform report metrics
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