Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,385 reviews
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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
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.
Great Dashboard and Reports, But Room for Improvement
What do you like best about the product?
Good dashboard and reports. Suitable for multiple roles
What do you dislike about the product?
License cost is high and learning curve is steep
What problems is the product solving and how is that benefiting you?
Reporting and analytics mostly in Salesforce field service management
Great Visualization Options
What do you like best about the product?
The visualization options and the integration with the data cloud are notable features.
What do you dislike about the product?
Tableau is not commonly used in enterprise environments, so I rarely encounter colleagues who have a foundational understanding of it.
What problems is the product solving and how is that benefiting you?
The real-time dashboards provided by Data Cloud offer immediate insights, allowing me to monitor key metrics as they happen. This feature makes it much easier to track performance and respond quickly to any changes.
Fast Data Insights, but Salesforce Acquisition Changed Tableau's Direction
What do you like best about the product?
Discover insights from data faster than with any other tool — seamlessly exploring information stored across multiple systems, just by following your flow of thought.
What do you dislike about the product?
Since the acquisition by Salesforce, Tableau appears to have taken a somewhat different direction from where it used to be headed.
What problems is the product solving and how is that benefiting you?
Tableau helps solve the challenge of analyzing data that is scattered across multiple systems by bringing everything together into a single, visual platform. This allows me to reduce the time spent creating complex reports and make data-driven decisions much faster.
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.
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