Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,388 reviews
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Great Reporting Integration with Salesforce, But Lacks AI Data Pulling
What do you like best about the product?
Reporting, since it is integrated with salesforce
What do you dislike about the product?
If it could be AI integrated to pull all the data it could be the best
What problems is the product solving and how is that benefiting you?
Pulling the data all
At one place
At one place
Fast Reporting and Easy Setup, but Needs Support for Large Reports
What do you like best about the product?
The reporting is quick, setting up rules is straightforward, and downloads are noticeably faster.
What do you dislike about the product?
Large size reports are not currently supported
What problems is the product solving and how is that benefiting you?
The reporting is quick, setting up rules is straightforward, and downloads are noticeably faster for advisors who use reporting extensively
Powerful Data Transformations, but Integration and Cost Are Drawbacks
What do you like best about the product?
Unlike many other visualization tools, Tableau offers a wide range of transformation features that truly empower us to create meaningful insights.
What do you dislike about the product?
It's on a separate tool, which makes it a bit difficult to send and receive data. Additionally, it appears to be somewhat expensive to use.
What problems is the product solving and how is that benefiting you?
It is helping us gain a clear visualization of how our sales reps are performing, including their goals and other relevant metrics. Additionally, it allows us to visualize our predictive AI writeback values and monitor their performance trends, making it easier to identify which models may require retraining.
Tableau: Easy Platform
What do you like best about the product?
Tableau is a great resource for compiling data and theres a high ease of use for others within the company.
What do you dislike about the product?
Different analysis by various members of the buisness makes Data review easy
What problems is the product solving and how is that benefiting you?
Reverse credit card search within the company
Great Data Integration, but Dashboard Setup Can Be Tricky
What do you like best about the product?
I like how we can pull info from multiple sources
What do you dislike about the product?
It sometimes hard to build dashboards or connect the right stuff
What problems is the product solving and how is that benefiting you?
Reporting is really the mainproblem
Great for Custom Data Stories, but Multi-Layer Visualizations Can Be Complex
What do you like best about the product?
Data visualization and customization of data stories.
What do you dislike about the product?
Can be overly complex to create multi layer data viz.
What problems is the product solving and how is that benefiting you?
Sharing data across multiple business units and alignment over the data itself.
Great UI/UX and Tools, but Data Preparation Needs Improvement
What do you like best about the product?
It is easy to use and nice UIUX, a lot of tools
What do you dislike about the product?
The data preparation could be improved and make it like alteryx
What problems is the product solving and how is that benefiting you?
Dealer performance KPI
Seamless Salesforce Integration, but Extra Tableau License Needed for Agentforce
What do you like best about the product?
The easy integration with salesforce data cloud . Across multiple applications in one place.
What do you dislike about the product?
To convert CRMA to have agentforce enablement we need another Tableau license and instance
What problems is the product solving and how is that benefiting you?
The dynamic and analytical dashboard.
Super Easy to Use
What do you like best about the product?
How easy it is to use and how easy it is to connect to my info
What do you dislike about the product?
When i want to do more with the info i struggle
What problems is the product solving and how is that benefiting you?
Showcasing info to management in an easy and fast way
Transformative Tool with Challenging Query Setup
What do you like best about the product?
I find the reports generated by Tableau incredibly helpful, especially for my financial and automotive clients, as they organize data excellently. Building dashboards is a standout feature—it transforms raw data into superbly informative visualizations that my entire organization appreciates. Additionally, Tableau's user-friendly nature assures me of its value, making it a definite purchase again.
What do you dislike about the product?
I find writing the queries in Tableau challenging, particularly when pulling data from SQL. Automating query writing would significantly improve my experience.
What problems is the product solving and how is that benefiting you?
I use Tableau to generate organized reports and informative dashboards for my clients, which highlights and clarifies data effectively, benefiting the entire organization.
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