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Combining Salesforce Einstein Analytics and Tableau with Tableau CRM

In 2019, Salesforce acquired Tableau, and a year later, Tableau announced that it would rebrand Salesforce’s Einstein Analytics as Tableau CRM. This renaming reflects the integration’s focus on reporting, but it still includes Einstein Analytics as an AI-based brand within Tableau.

Tableau is a powerful data visualization tool with a variety of data science products such as cloud databases, relational databases, and spreadsheets. Einstein Analytics is crucial for data queries and predictions in Tableau, making it an essential tool for leveraging data for decision-making.

Tableau CRM integration allows for taking action on data records, while Tableau excels in presenting data and giving users the freedom to explore it. Combining these tools can yield even better results, and consulting a Salesforce analytics expert can provide insight on when to use each tool. By bringing together Einstein Analytics and Tableau, users can benefit from AI-powered insights to make informed decisions.

Tableau CRM, formerly known as Salesforce Einstein Analytics, is a cloud-based tool that provides data visualization and analytics capabilities to help enterprises make informed decisions quickly. It employs machine learning and augmented analytics to offer predictive analytics and actionable insights to its users.

With Tableau CRM, users can gain a comprehensive view of their Salesforce data and external data sources, enabling them to see beyond the numbers and make sense of their data in a more meaningful way. By leveraging advanced analytics techniques, Tableau CRM helps businesses uncover hidden patterns and trends within their data, providing them with the insights they need to make smarter decisions.

Overall, Tableau CRM is a powerful tool that supports businesses in driving growth, improving operational efficiency, and achieving their strategic goals by empowering them to make data-driven decisions with confidence.

Tableau’s initial integration is with Einstein Discovery, which utilizes AI-powered analytics to help businesses benefit from machine-augmented analytics. It offers automatic pattern discovery, AI-powered insights, robust analytics, and enhanced explanation capabilities. The Discovery dashboard leverages AI technology to generate actionable insights and predictive models, enabling organizations to explore the future and determine the next course of action effortlessly.

Now, Einstein Discovery is combined with several other tools, including Prep Builder, which streamlines data preparation and provides a more predictive experience. Additionally, Tableau Dashboard enhances results by providing explanations, predictions, and suggestions, while Tableau Calc’s calculation engine offers real-time information access.

In the future, more integrations will occur to enhance interoperability, AI-driven analytics, and data access capabilities. These developments will further empower businesses to make data-driven decisions with greater efficiency and confidence.

In order to enhance data security and optimization, our integration plans for the future include linking the data store of Einstein Analytics with Tableau. We’ll also utilize the data preparation feature that allows for reading and writing of data from both platforms, making it easily accessible for analysis by everyone.

To streamline the dashboard creation process, we’ll use content portability to synchronize dashboards between Einstein Analytics and Tableau.

Thanks to the Salesforce Einstein development, businesses can now make the most of both platforms and gain deeper insights from their data without needing to learn any new skills.

Tableau CRM is an analytics tool that combines the visualization capabilities of Tableau with the artificial intelligence of Einstein. Formerly known as Salesforce Einstein Analytics, this integration provides users with an enriched experience while maintaining the existing processes and workflows of both platforms. With Tableau CRM, users can access powerful analytics and reporting features to gain deeper insights from their data. Additionally, the AI-powered Einstein capabilities enable users to uncover hidden patterns and trends within their data, helping to drive more informed decision-making. Overall, Tableau CRM offers a powerful solution for businesses looking to leverage the combined capabilities of Tableau and Einstein to gain a competitive advantage in their industry.

Tableau CRM comes with a range of powerful features that help businesses gain deeper insights from their data. These features include:

  1. AI-Driven Analytics With Tableau CRM, users can easily spot trends, predict future events, and receive relevant recommendations for necessary actions. Even if users have no prior knowledge or skills in data analysis, Tableau CRM can help them understand their data better and guide them towards making informed decisions.
  2. AI-Powered Suggestions and Predictions Thanks to the platform’s automated trend discovery and AI-based predictions, Tableau CRM is a popular choice among marketers and analysts. Its robust predictive analytics capabilities allow users to quickly view data and provide narrative explanations to inform decision-making.
  3. In-Built Data Management Tools Tableau CRM offers built-in tools for data management, allowing users to easily connect with various data sources. Whether gathering data from multiple external systems or unifying everything on a single platform, Tableau CRM’s outstanding connectors make it easy to create insightful dashboards.
  4. Tableau CRM offers additional features that help promote collaboration and streamline app development:
  5. Smooth Collaboration Across Framework Tableau CRM allows for easy integration with third-party tools and apps, enabling teams to collaborate seamlessly through shared records and dashboards. The platform also offers real-time alerts and embedded analytics to help accelerate team actions.
  6. Prebuilt Templates for Creating Apps Tableau CRM comes with built-in templates, designers, visualizations, and analytics that make it easy for businesses to create customized, AI-powered applications. Working with a Salesforce Einstein consultant can further enhance the app development process, enabling businesses to leverage the full power of Tableau CRM.

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