Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,385 reviews
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Great Insights and Easy to Use, but Migration Was Challenging
What do you like best about the product?
Ease of use.
Level of data detail one can gain insight from.
Level of data detail one can gain insight from.
What do you dislike about the product?
Migration was difficult coming from another saas solution.
What problems is the product solving and how is that benefiting you?
Customer interaction and kpi adhearance.
Stunning Visuals with a Manageable Learning Curve in Tableau
What do you like best about the product?
The visual impact is quite stunning. The purpose of data is to tell a story and Tableau is a leader in data visualization.
What do you dislike about the product?
There is a bit of a learning curve with this product, but not that unreasonable.
What problems is the product solving and how is that benefiting you?
It is telling the story of our data by visually representing it in a compelling way.
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
Great for Easy Reporting, but Limited Data Connectivity and Pricey Read-Only Licenses
What do you like best about the product?
Ease of use to create fancy reports connecting to various data sources
What do you dislike about the product?
Limitation in data source connectivity like stored procedures. Cost of read only licenses
What problems is the product solving and how is that benefiting you?
Various summary dashboard style reporting, faster time to market
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.
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