Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,232 reviews
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External reviews are not included in the AWS star rating for the product.
Seamlessly Integrates Data with CRM
What do you like best about the product?
I appreciate Tableau's low-code solution, making it easy for us to use without extensive technical expertise. Its seamless integration with marketing cloud and CRM like Salesforce offers out-of-the-box solutions that significantly aid our data ingestion and dashboard creation. These features help streamline our data processes and enhance our day-to-day operations by providing vital insights directly within our existing CRM infrastructure. This capability is extremely beneficial for our business team to access and analyze opportunities more efficiently.
What do you dislike about the product?
Nothing its good may be a need to bring more connectors and data cloud makes it interesting
What problems is the product solving and how is that benefiting you?
I use Tableau to stitch data from various sources, creating dashboards that assist day-to-day operations. Its low-code solution and connectivity with Salesforce benefit our business team by visualizing CRM data like opportunities and leads.
Powerful Data Visualization with Tableau, but Choosing the Right Chart Can Be Tricky
What do you like best about the product?
Tableau is a powerful platform that enables businesses to unlock and visualize their data effectively.
What do you dislike about the product?
What I find most challenging about Tableau is choosing the right visualizations to effectively convey the story behind our data. This decision can be difficult and is my least favorite aspect of using the tool.
What problems is the product solving and how is that benefiting you?
I use this tool to create complex visualizations that combine both interconnected and independent data, allowing me to bring everything together and effectively tell the story of the business.
Combining Salesforce Data with Other Sources Makes Reporting Easier
What do you like best about the product?
I appreciate being able to combine Salesforce data with information from other sources when creating reports. This feature makes it much easier to get a comprehensive view of all the data I need in one place.
What do you dislike about the product?
It is necessary to purchase additional licensing beyond the standard Salesforce platform, which can be inconvenient. I would appreciate it if there were a bundled SKU that included basic Tableau licensing.
What problems is the product solving and how is that benefiting you?
Executive dashboards provide a comprehensive view by bringing together information from various, often disconnected, data sets. This integration allows for more informed decision-making at the executive level, as it presents key metrics and insights in a unified format.
Great for Data Visualization, but Integration with Salesforce Needs Improvement
What do you like best about the product?
Easily visualize data so I (and my leadership) can make quick decisions.
What do you dislike about the product?
The way we have it setup, I don’t like that I have to leave Salesforce.
What problems is the product solving and how is that benefiting you?
Allows me to easily see data and communicate that out with others.
Easy Graph Creation with Drag-and-Drop, but Usability Can Be Tricky
What do you like best about the product?
You can drag and drop fields to instantly create graphs like bar charts
What do you dislike about the product?
Could be simpler to use sometimes tricky for users
What problems is the product solving and how is that benefiting you?
The dynamic reporting makes so much sense and makes reporting quick
Powerful Analytics Tool That Deserves Better Integration with Salesforce
What do you like best about the product?
I like that Tableau is a very powerful and flexible tool for data visualization. It integrates easily with our data lakes and other data sources, and it allows you to build insightful, interactive dashboards with relatively little effort. It’s great for turning complex datasets into clear, actionable insights.
What do you dislike about the product?
Even though Tableau is part of the Salesforce product suite, it often feels like an overlooked or disconnected product. Instead of being tightly integrated and gradually replacing Salesforce’s native reports and dashboards, it seems to compete with them. This fragmentation makes it harder to adopt Tableau as the single source of truth for analytics within the Salesforce ecosystem.
What problems is the product solving and how is that benefiting you?
Tableau helps us consolidate data from multiple sources and visualize key business metrics in one place. It provides insights into overall sales performance, operational metrics, and technology KPIs, making it easier to monitor trends, identify issues early, and support data-driven decision-making across teams.
Integrated Business Intelligence Tools Enhance Salesforce Experience
What do you like best about the product?
As a CTO the business intelligence tools are akin the PowerBI but are nested inside of the Salesforce experience.
What do you dislike about the product?
I don’t know enough to adequately state my dislikes as I am currently investigating.
What problems is the product solving and how is that benefiting you?
Y org has been using PowerBI for somettime but only a few users (including me) have used it and it’s quite difficult do lost folks to use. Plus it’s only on Windows.
Reliable Platform with Smooth Integration, but Licensing Needs Improvement
What do you like best about the product?
This platform offers a reliable and user-friendly interface that makes it easy to integrate various components. I appreciate how it brings everything together smoothly.
What do you dislike about the product?
Licensing and permission processes should be intuitive.
What problems is the product solving and how is that benefiting you?
Provision reporting and multi-system stack reporting are both available. These features help streamline the process of managing and analyzing data across different systems.
Excellent Data Visualization, but Needs Better Real-Time Updates
What do you like best about the product?
Great visualization of data and information
What do you dislike about the product?
Refresh rates and real time data display
What problems is the product solving and how is that benefiting you?
Gaining insights into our data
Intuitive and Adaptable Software, but Data Interface Can Be Slow
What do you like best about the product?
I really appreciate how adaptable and intuitive the software is. The coding language is logical and easy to understand, which makes it approachable even for someone who is new to it.
What do you dislike about the product?
Sometimes the data interface can be a bit slow when it has to parce through a lot of information.
What problems is the product solving and how is that benefiting you?
Helping me to answer questions that not only does my sales reps have about their accounts, but also questions that the executive team have about the health of the company and brands we have.
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