Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,388 reviews
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Great for Managing Leads, but Integration Could Be Easier
What do you like best about the product?
Help me a lot do deal with my leads, ensuring a right connection
What do you dislike about the product?
Could be more easily to integrate with specific systems
What problems is the product solving and how is that benefiting you?
Segregation of public to send the right communication
Great Dashboard and Usability, but not Sessions Lag
What do you like best about the product?
Ease of use for reporting dashboards. It is easy to navigate and the visuals are great.
What do you dislike about the product?
Lagging sessions at times. Sometimes it can be difficult to navigate between session due to large amounts of data in a report.
What problems is the product solving and how is that benefiting you?
It is used to show reporting dashboards and visuals for our real estate investments. The reports reflect all types of data ranging from investment data to client interests.
Tableau viz
What do you like best about the product?
Advanced visuals and clean dashboards for bi adoption
What do you dislike about the product?
Product changes and integrations to salesforce
What problems is the product solving and how is that benefiting you?
Visualize data for faster decisions
Tableau Simplifies Data Sharing, but Has a Learning Curve for Design
What do you like best about the product?
Tableau is an excellent visualization tool that simplifies the process of sharing data stories. It is much more convenient than having to organize tables and create new reports every quarter.
What do you dislike about the product?
Creating more visually appealing designs requires a certain level of experience. Rearranging some of the report sections within a dashboard can be a bit frustrating at times, but overall, it’s manageable.
What problems is the product solving and how is that benefiting you?
Sharing information across different teams. Allows us to blend information we normally can’t do in disparate objects and systems.
Tableau is easy to use but may need some improvements
What do you like best about the product?
Design and ease of use. Creating a dashboard is logical and can be done in a few minutes.
What do you dislike about the product?
Editing displays in a dashboard due to sizing of containers. Also the dropping containers doesn’t always land in the desired place
What problems is the product solving and how is that benefiting you?
Creates visualizations for data processing and analytics
Powerful Visualizations, But Steep Learning Curve
What do you like best about the product?
Tableau is able to bring meaningful visualization to data that standard sf reports cannot
What do you dislike about the product?
It is a steep learning curve. The time to learn the tool is a roadblock at times
What problems is the product solving and how is that benefiting you?
It is connecting multiple systems and drawing meaningful insights from those data
Easy to Use with Great AI, but Initial Learning Curve
What do you like best about the product?
It’s ease of use, the drag and drop features, and the AI!
What do you dislike about the product?
There can be a learning curve when you first start.
What problems is the product solving and how is that benefiting you?
Getting insight on sales data
Empowering Sales Insights, Challenging Setup Experience
What do you like best about the product?
I enjoy how Tableau can connect to multiple data sets and the ease of setting up filters. It's beneficial for leading better conversations with the sales reps, allowing easy reporting on opportunities and pipelines. The availability of resources helps in building it further, and I find it best in class compared to Power BI.
What do you dislike about the product?
I found it very difficult setting up Tableau initially, especially when trying to integrate external data sources. There was no easy connection between Tableau, Salesforce, and our pipeline at the time. Additionally, I do not enjoy how quickly the filters are to update. I also struggle with the ability to easily connect data sources and would prefer the ability to obtain complex data sources faster and more easily.
What problems is the product solving and how is that benefiting you?
I use Tableau to enhance conversations and reporting with sales reps by easily visualizing opportunities and pipelines, facilitating effective one-on-one meetings through dashboards.
Promising Tool for Fundraising Data Visualization
What do you like best about the product?
We don't use it yet but I can see it's usefulness for illustrating fundraising data
What do you dislike about the product?
I don't have a reason to dislike it yet.
What problems is the product solving and how is that benefiting you?
I don't have a response to this question
Great Visuals and Insights, but Data Import and Overlap with Einstein Analytics Are Drawbacks
What do you like best about the product?
It helps to analyse data with the best visuals and drill down insights
What do you dislike about the product?
You need to import all data to use it, plus Salesforce has Einstein analytics which gets confusing
What problems is the product solving and how is that benefiting you?
Understand the future predictions and reach success by improving the pain points as per analysis of the org data
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