Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,400 reviews
from
and
External reviews are not included in the AWS star rating for the product.
Tableau Transforms Salesforce Data into Actionable Insights with Seamless Integration
What do you like best about the product?
We’ve been using Tableau with our Salesforce platform (Bolt) for a while now, and honestly, it’s one of the best tools we’ve added to our tech stack. The integration was smooth, and once it was up and running, it completely changed how we look at our data.
You can literally pull in live Salesforce data and build dashboards that actually make sense — not those clunky static reports you get out of the box. We use it for everything: sales tracking, service metrics, installs, forecasting, and even financial summaries. It’s clean, visual, and easy for anyone to understand, even if they’re not super technical.
The best part is how flexible it is. If we want to layer multiple data sources, add filters, or drill down into specific trends, Tableau handles it effortlessly. The visuals update in real time, and it’s made it way easier to communicate performance and progress across departments.
If you’re using Salesforce (or in our case, a custom platform like Bolt), Tableau is a must-have. It turns all that buried data into clear, actionable insights — and once you’ve seen your business in dashboards like these, you won’t want to go back.
You can literally pull in live Salesforce data and build dashboards that actually make sense — not those clunky static reports you get out of the box. We use it for everything: sales tracking, service metrics, installs, forecasting, and even financial summaries. It’s clean, visual, and easy for anyone to understand, even if they’re not super technical.
The best part is how flexible it is. If we want to layer multiple data sources, add filters, or drill down into specific trends, Tableau handles it effortlessly. The visuals update in real time, and it’s made it way easier to communicate performance and progress across departments.
If you’re using Salesforce (or in our case, a custom platform like Bolt), Tableau is a must-have. It turns all that buried data into clear, actionable insights — and once you’ve seen your business in dashboards like these, you won’t want to go back.
What do you dislike about the product?
There are some limitations but with the right IT team nothing is out of reach
What problems is the product solving and how is that benefiting you?
Bridging the gaps from Salesforce to visuals for leadership and tesns
Innovative Cloud & AI Features, but Lags in Speed to Market
What do you like best about the product?
Pulse offers next-generation cloud and AI integration, bringing advanced capabilities to the platform.
What do you dislike about the product?
Sometimes, the speed to market lags behind that of other competing platforms and tools.
What problems is the product solving and how is that benefiting you?
This tool provides valuable insights into the overall health of our business and helps us track how quickly our sales team becomes proficient.
Efficient CRM Integration, But Learning Curve Exists
What do you like best about the product?
I find the charts in CRM analytics incredibly beneficial for addressing sales challenges. They effectively support our sales team's needs by providing valuable insights and clarity. The integration with Google appears to be economically favorable, as it seems to be saving money for us.
What do you dislike about the product?
I found it challenging to set up Tableau initially. I needed to train myself with handling data and creating charts and reports. I wish there were free training resources available to ease this learning curve.
What problems is the product solving and how is that benefiting you?
Tableau solves sales problems by effectively using charts, potentially saving money and enhancing workflow.
Easy to Use, but No Major Dislikes
What do you like best about the product?
Quick response and easy to use. would recommend
What do you dislike about the product?
could be a bit easier to learn about for new users.
What problems is the product solving and how is that benefiting you?
Tableau helps me me organize my data.
Effective and User-Friendly, but Integration Can Be Challenging
What do you like best about the product?
Effective, easy to use. UI is relatively easy to understand.
What do you dislike about the product?
Can be difficult to integrate into some systems.
What problems is the product solving and how is that benefiting you?
Clean reports
Intuitive Drag-and-Drop Interface and Seamless Data Integration
What do you like best about the product?
The drag-and-drop interface is intuitive, and the ability to connect to multiple data sources saves so much time
What do you dislike about the product?
I don’t really have any dislikes, it does everything I need
What problems is the product solving and how is that benefiting you?
Instead of digging through spreadsheets or static reports, I can visualize trends and patterns in minutes.
Seamless Integration with Salesforce, Intuitive UI
What do you like best about the product?
I love Tableau for its intuitive setup, which made the transition smooth without any real challenges. The dashboards and drill-down capabilities provide key insights into our sales metrics, enhancing our ability to make informed decisions. Integrating with Salesforce has been seamless, and overall, it significantly boosts our company's revenue.
What do you dislike about the product?
There isn’t anything we don’t like about Tableau
What problems is the product solving and how is that benefiting you?
I use Tableau to gain key insights into our sales metrics, which helps increase revenue, enhance decision-making, and offers an intuitive setup experience.
Tableau is a life-saver
What do you like best about the product?
Tableau is the best way to visualize our data that we’ve found and the integration to Salesforce makes data ingestion easy.
What do you dislike about the product?
The learning curve is a little steeper than we would want
What problems is the product solving and how is that benefiting you?
Visualizing data
Excited About Analytics and Metrics, No Complaints So Far
What do you like best about the product?
I'm excited for all the analytics and metric capabilities
What do you dislike about the product?
Nothing yet, but I'm
looking forward to it
looking forward to it
What problems is the product solving and how is that benefiting you?
Large recruiting team
Fantastic Visualizations with Room for User-Creation
What do you like best about the product?
I appreciate how easy it was to set up Tableau, making the initial transition smooth. Consolidating our data visualizations in one location greatly enhances accessibility and efficiency for our team. The interactive charts and the ability to download data facilitate deeper insights and communication, boosting productivity and decision-making. Scheduling reports and following updates on charts are features I find particularly compelling, as they streamline operations and reduce unnecessary email communications. Overall, these functionalities significantly enhance our data analysis capabilities.
What do you dislike about the product?
I dislike that Tableau doesn't allow other users to create their own charts.
What problems is the product solving and how is that benefiting you?
Tableau consolidates our data visualizations in one place, making them accessible to various staff. It reduces email time by allowing chart access via the website, enhancing workflow and decision-making.
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