Tableau+ | Salesforce
Salesforce, Inc.External reviews
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Great software
What do you like best about the product?
I like that it is a lot more potent than regular SFDC reporting. It gives you the flexibility to create something visually pleasing and helpful.
What do you dislike about the product?
There is a need for more types of charts, and there is very little documentation on technical aspects. Plus, it is not as powerful as Tableau
What problems is the product solving and how is that benefiting you?
It allows you to join multiple objects that are not possible in SFDC CRM. Also, we have created custom dashboards for KPIs tracking and have started using Discovery
Recommendations to others considering the product:
It is best to use Tableau CRM to enhance the workflow inside SFDC. So you users will be more effective.
Tableau good for data visualization
What do you like best about the product?
I love that there are so many ways to filter my data, connect to data sources and come up with several data visualizations. The formatting features are perfect, and it is easy to get the visualization in the format I require. It is better than Google Data Lab as this is a paid product and allows for flexibility.
What do you dislike about the product?
The price is a deterrent, which makes it an issue. The filter feature is good but could do with a more accessible menu. There is also the issue of the UI taking some time to get used to. It is not that intuitive as it requires time to get used to the interface.
What problems is the product solving and how is that benefiting you?
I like to create data visualizations out of the datasets I have. Tableau allows me to use them for storytelling and makes it easier for the intended audience to understand what it is all about. It also provides for creating good reports and makes them easy to comprehend. I love that I get good insights from the data, which helps me understand the scenario better.
Intuitive, powerful, and versatile
What do you like best about the product?
The straightforward & easily understood user interface allows quick report development; encourages quick prototyping for leverage to/with users. I find it a faster ramp-up tool than many competitors.
What do you dislike about the product?
So many options and extensive flexibility can lead to users being overwhelmed. It could be beneficial to have a "lite" mode to hide developer edit capabilities.
What problems is the product solving and how is that benefiting you?
I've used it to flesh out business requirements for departmental reporting needs and put the productization under their control. Also trained super-users for ongoing improvement to substantially reduce ongoing support and enhancements.
Tableau Desktop Product Review
What do you like best about the product?
Ability to seamlessly visualise customer data
What do you dislike about the product?
No complaints - product is very easy to use and helps our team a ton
What problems is the product solving and how is that benefiting you?
Better way to run reports than Salesforce
Tableau Desktop Review
What do you like best about the product?
Easy to use and display large data files for visual representation.
What do you dislike about the product?
Nothing in particular though took longer than expected to fully earn all of the functionalities
What problems is the product solving and how is that benefiting you?
Data visualization and analysis.
Great Product for Visualizations, Wish for Easier Maps Customization
What do you like best about the product?
I especially like using data dashboards to compare visualizations and data points.
What do you dislike about the product?
Downloading maps into the software is clunky and difficult to do.
What problems is the product solving and how is that benefiting you?
Showing real-time, interactive visualizations for compelling storytelling.
Manage your data and dashboards access
What do you like best about the product?
One solid point for Tableau Server is controlling users' access to folders, dashboards, data sources, and groups.
Access permissions can be very detailed and manage the ability to edit, view, publish, share resources, information, data sources, and even pieces of a selected dashboard.
Access permissions can be very detailed and manage the ability to edit, view, publish, share resources, information, data sources, and even pieces of a selected dashboard.
What do you dislike about the product?
You need to be aware of discrepancies between the versioning of Tableau Server and Tableau Desktop, as an older version might not support work done on more updated versions. Consistency across products can be challenging since there are no reminders to keep both software in sync.
What problems is the product solving and how is that benefiting you?
Solving user permissions and access is a critical problem that Tableau Server addresses perfectly. However, you have to plan which kind of licenses you require as they come with different price tags and features.
Recommendations to others considering the product:
Seek advise fromTableau Server software representatives to have them analyze which licenses will fit best your needs and make a plan on how many of those licenses you need for you and your team as well as your tech requirements.
Nice tool for Data Visualisation
What do you like best about the product?
It is helpful to customize and draw different graphs, charts, etc, the products suggestive features to choose a type of presentation based on data is amazing
Provides flexibility in adopting different formats and also connects to multiple data sources.
Provides flexibility in adopting different formats and also connects to multiple data sources.
What do you dislike about the product?
Sometimes it tends to provide incorrect options without logic, so one needs to pay attention when he starts working on it. The online version is sometimes very slow and takes time to display the result.
It is very expensive compared to similar products in the market, but it's providing an edge over features compared to others.
It is very expensive compared to similar products in the market, but it's providing an edge over features compared to others.
What problems is the product solving and how is that benefiting you?
It helps me to visualize the data by slicing the data as per my requirement and helps me to take decisions as per the requirement.
Helps to cut down a lot of unnecessary data and improve decision-making by presenting relevant information.
Helps to cut down a lot of unnecessary data and improve decision-making by presenting relevant information.
Recommendations to others considering the product:
Obviously, It is one of the wonderful tools available in the market for data visualization and keeping track of accounts
Valuable for real-time decisions; takes more time to build up a useful dashboard than you'd think
What do you like best about the product?
I like that once you have designed an effective dashboard, you don't need coding abilities to make data-informed decisions because the visualization software is responsive and insightful. You can play with numerous scenarios while at your desk and get some data-driven insights.
What do you dislike about the product?
I don't particularly appreciate how few people understand how much work is required to create a genuinely valuable dashboard. It's laborious, iterative, and time-consuming to get an available draft up. Most people don't understand the amount of labor. It helps to have a champion in management at your back.
What problems is the product solving and how is that benefiting you?
I'm primarily using it for lead generation and prospecting. We can use this software to decide who is (statistically) worth pursuing. We can find little insights about our most valuable customers that we might have overlooked.
Recommendations to others considering the product:
I recommend you are:
a) championed by a management team who understands how much time it's going to take to iterate your way into a tool that flows well with your broader work processes,
b) be ready to accept that you're going to have to find your own time to invest because it will take more than people think
It's worth it once you're there, but it's more time-consuming than you initially think.
a) championed by a management team who understands how much time it's going to take to iterate your way into a tool that flows well with your broader work processes,
b) be ready to accept that you're going to have to find your own time to invest because it will take more than people think
It's worth it once you're there, but it's more time-consuming than you initially think.
Robust Analytics Creative Viz tool helps Business Decision making easy
What do you like best about the product?
Transformation and Easy methods to visualize the data
What do you dislike about the product?
More intuitive and Dashboarding layout should be built in a simpler way
What problems is the product solving and how is that benefiting you?
With ease understanding of Market Share b/w competitors and own products, Trend, Forecast and planning. Rebate visualization for many distributors/accounts
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