Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,232 reviews
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Challenging Setup, Powerful Cross-Data Insights with Salesforce
What do you like best about the product?
I appreciate how Tableau allows us to view Salesforce data across objects, not just through a vertical hierarchy, which enhances our data analysis capabilities. Its ability to integrate and compare with other client data from systems like our phone system or Google Sheets has also been valuable. Additionally, I find the insights from Tableau Pulse and AI to be very insightful for my work.
What do you dislike about the product?
I found setting up Tableau initially quite difficult. I started with Tableau Prep. Creating relationships between Salesforce objects to achieve the desired level of detail was challenging. Additionally, making cross-object relationships and setups more replicable would be a significant improvement. Furthermore, I want to increase both my and my organization’s knowledge on how to effectively prompt Tableau Pulse AI to maximize its use.
What problems is the product solving and how is that benefiting you?
Tableau allows me to analyze Salesforce data across objects, integrate phone system and Google Sheets data, and explore insights through its AI capabilities.
Easy to Use and Widely Available, but Lacks Standardization
What do you like best about the product?
Ease of use. Commonly available. Competitive
What do you dislike about the product?
Not standardized across industry and BI use
What problems is the product solving and how is that benefiting you?
Dashboard for leaders
Easy Navigation and Customizable Reporting for Team Collaboration
What do you like best about the product?
It is a very easy program to navigate. Working with internal teams, we can create reports with specific views and allows for easy filtering.
What do you dislike about the product?
So far I have not had any issues with Tableau, other than the loading times. With all the data points sometimes it can take a few minutes for report to populate. Filtering these reports also take longer than I would like.
What problems is the product solving and how is that benefiting you?
Reports are a click away, easy to filter popular reports which allow quick insights to the KPIs
Dashboards for Execs
What do you like best about the product?
Tableau is very easy to learn and publish the report and can scale up as needed
What do you dislike about the product?
I wish it can source data from SQL store procs.
What problems is the product solving and how is that benefiting you?
To summarize data in a graphical and tabular manner
Great Visualization and Features, but Steep Learning Curve and Costly Licensing
What do you like best about the product?
Easy data visualization, easy drag-and-drop analysis, fast dashboards, broad integrations, strong community, powerful calculations features.
What do you dislike about the product?
Steep learning curve, licensing costs, performance on large datasets, complex publishing, version control limitations, sometimes.
What problems is the product solving and how is that benefiting you?
Consolidates data, visualizes insights, enables self-service analytics, accelerating better decisions.
Powerful Data Aggregation, But Needs Dedicated Report Builder
What do you like best about the product?
The ability to aggregate multiple data streams and make valuable decisions from the reports.
What do you dislike about the product?
It requires a dedicated resource who can build the reports.
What problems is the product solving and how is that benefiting you?
We have many disparate data sources that aren’t easily reported on. Tableau resolves that problem.
Powerful Dashboards with Tableau, but Not an ETL Tool
What do you like best about the product?
Tableau is very professional and easy to create useful and meaningful dashboards and visualizations.
What do you dislike about the product?
It can be easy to try to use Tableau as an ETL tool when that is not its primary use case.
What problems is the product solving and how is that benefiting you?
Ability to create visualizations, dashboards and reports that tie data together from multiple data sources.
Great Data Reflection Feature
What do you like best about the product?
It has good reflection of the data in a interactive way.
What do you dislike about the product?
There are timeout issues when trying to pull data from core.
What problems is the product solving and how is that benefiting you?
It simplies the combination of the reporting which ootb core reporting feature is not able to do.
Powerful Data Visualization, but Steep Learning Curve with Tableau
What do you like best about the product?
Tableau does an amazing job at visualizing our data and making it actionable in customizable formats.
What do you dislike about the product?
I do not like the need for experience and complexity in building out the tables and dashboards.
What problems is the product solving and how is that benefiting you?
Taking data from multiple sources and pulling it together in one place.
Tableau: Simple to Use and User-Friendly
What do you like best about the product?
Tableau is an easy to use tool and linked with Salesforce
What do you dislike about the product?
There is not much I dislike about tableau
What problems is the product solving and how is that benefiting you?
Data gathering and sharing
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