AS&E | Visual Analytics & BI Tribe

Brown Bag Sessions

Topic: Tableau CRM Overview

Ganesh Kumar Theresa

Shanmugam Littwin

Deloitte Consulting – 11.03.2022

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Agenda

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Agenda
# Topic Content Person responsible Timing

Background, Key Benefits,

1 Tableau CRM Overview Features
Ganesh Kumar Shanmugam 15

Differences between the two products, Ganesh Kumar Shanmugam

2 Tableau Vs Tableau CRM When to use Tableau CRM? 10

Data Preparation use case

3 Demo Data Visualization use case Theresa Littwin 15
(<Automobile Manufacturer #1 Sub
#6> DBS Digital Business Support
Analytics)
4 Q&A/Wrap-Up 10

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Tableau CRM Overview

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Background
What is the link between Salesforce / Tableau CRM / Tableau?
➢ Salesforce acquired Tableau in 2019 for close to $16Bn.

➢ Later, the decision was made to brand SF Analytics offerings under Tableau brand name

➢ Salesforce's Analytics offerings is branded under a single name - Tableau

➢ Tableau product offerings. There are 5 Products :

1. Tableau Prep (Data Prep)
2. Tableau Desktop (Visualization)
3. Tableau Server (On-Prem)
4. Tableau Online (Public Cloud)
5. Tableau CRM (BI + AI + Predictive)

➢ The #5 is the BI/ AI Layer on Tableau.

➢ Formerly known as Einstein Analytics this is adding the intelligence to Tableau.
➢ Also known as TCRM, it is 100% Salesforce native and allows customers to uncover insights
from Salesforce data with Pre-built Sales/Service KPIs.
➢ Analytics Builder helps creating AI predictive apps with prebuilt templates.
➢ There is a TCRM Plus (+) version that allows creating custom predictive models using Einstein
Discovery.

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Overview
Formerly known as Einstein Analytics and Wave, Tableau CRM is an analytics platform for
Salesforce

➢ With the use of AI and user-friendly dashboards, Tableau CRM helps companies in insights, data exploration and
visualization.

➢ Tableau CRM can connect data from multiple sources and helps creating interactive dashboards that can be
embedded in different Salesforce apps.

➢ Data analysis in Tableau CRM can be supported with Einstein Discovery, which is an AI-powered analytics tool for
creating stories and making predictions.

KEY BENEFITS
User-friendly dynamic dashboards beyond standard Salesforce Dashboard functionalities

Creation of apps that tell a story, contain all the data, lenses and dashboards about a specific area of the business

Fast analysis of up to 10 billion rows of data with datasets and recipes (fusion of internal and external
datasets)
Einstein Discovery as a personal data scientist for finding patterns in data and making predictions

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Tableau CRM - Overview
Salesforce standard Reports and Dashboards vs Tableau CRM

Reports
and Dashboards Tableau CRM

Purpose
Shows what is Explains why it is
happening happening

Organizing Questioning
Tasks Formatting Interpreting
Sumarizing Exploring

Results are Users pull results

Results

pushed to users to answer

for review questions
Value

Translates data Translates information

into information into insights

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Tableau CRM - Overview
Salesforce-Native Analytics, Built for CRM Users

Analytics in the flow of work

Actionability in CRM

Easy security and user configuration

Minimal IT and infrastructure complexity

The trust you can expect from Salesforce

Native to
Salesforce

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Tableau CRM - Overview
Actionable Analytics in the Flow of Work

Make your data work for you by taking action at the right time

With Tableau CRM, insights are delivered everywhere

throughout the CRM. No need to navigate to a dashboard
and then find your way back to an account or opportunity or
case once you’ve decided on your next action: you get
visualizations and predictions right in the customer account
page. And with the action framework, you can take action
right at the point of insight from within a visualization–
saving time and driving results more immediately.

Native to
Salesforce

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Tableau CRM - Overview
Easy Security and User Management

Integrated Salesforce role and hierarchy permissions reduce duplicative

work

Roles Set with Salesforce Admin Tools

Role hierarchy and permissions

Appropriate Access Maintained for Users

Analytics and data access are set at the Salesforce user
level, ensuring proper governance and visibility

Salesforce Security Passed Through to Analytics

No need for additional SSO or other logins between
Salesforce and analytics, streamlining user experience

Native to
Salesforce

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Tableau CRM - Overview
Collaborate and Communicate with Ease

Foster an environment of open communication sparked

by Tableau CRM collaboration features

Set and Send Smart Notifications

Set up Tableau CRM to notify you about changes to
your important business metrics, when and where
you choose. Attach notification criteria to widgets in
dashboards and select when to run the queries.

Collaborate with Dashboard Annotations

Annotate dashboard widgets with comments posted
in the dashboard and in Chatter. With annotations,
you can hold conversations about your data and
how it’s visualized, with the dashboard right there
for reference. Intelligence
Everywhere
Share Visualizations with The Team
Easily share visualizations, reports, dashboards, and
folders with users, groups, roles, or territories by
posting it to Chatter or copying its unique URL.

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Tableau CRM - Overview
Connect to Any Data

Easily connect to data warehouses, enterprise apps, data lakes, and more

50+ Out of the Box Connectors

Combine external data with your Salesforce data
in just a few clicks - it’s that easy

Security Standards You Can Trust

Connectors are secure by default, with best-in-
class security protocols to project your valuable
data

Variety of Connectors for Your Needs

Read, direct, and write connectors across the
sources most important to your business Intelligence
Everywhere

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Tableau Vs Tableau CRM

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Tableau CRM
The full product suite of Tableau provides powerful, intuitive analytics to all users

formerly
Einstein Analytics

Visual Visual data Analytics platform self- Analytics platform Native Salesforce
analytics preparation managed as a service analytics

Powered by Einstein
Advanced AI capabilities across all Salesforce
products

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Tableau CRM Vs Tableau
The features and use cases which separate the two products

Tableau CRM Tableau

NATIVELY INTEGRATED WITH SALESFORCE BUILT FOR EXTERNAL DATA

Dashboards are displayed on record pages alongside other Salesforce Designed for a wider range of data, with more powerful data interpretation
functionality, offering a seamless experience and joining capabilities

SYNCRONISED AND SECURE ENHANCED INTEGRATION WITH OTHER SYSTEMS

Dashboards are regularly refreshed from Salesforce data and users only see Support for a wide variety of data connections which can be automated to
content in line with their Salesforce access rules give the latest information

BUILD PREDICTION MODELS WITH EINSTEIN DISCOVERY HIGHLY CUSTOMISABLE VISUALISATIONS

Models can be built and implemented with minimal data science An array of visualization options to give a more tailored view for certain
knowledge. Explanations allow users to see the reasoning behind the scenarios
prediction

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When to use Tableau CRM?

➢ Your Data resides in Salesforce (No remote/federated queries)

➢ You need insights that are Predictive and Actionable

➢ Your Analytics users base are SF-users

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Demo
Tableau CRM dashboard from
<Automobile Manufacturer #1 Sub #6> DBS
(Digital Business Support) Analytics

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Use Case for Data Prep
Goal: See all of your Customer Data in one combined dataset
Steps:
1. Connect to your Data Sources
2. Prep Data in Recipes
3. Combine Data in Dataflows or Recipes
4. Register the Dataset

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Use Case for Data Visualization
Goal: Use one Dashboard to have a holistic view on all necessary case reportings
Steps:
1. Create Dashboards
2. Configure queries
3. Visualize in widgets
4. Add complex analysis via SAQL
5. Make the Dashboard interactive by using Filters, Bindings and Faceting
6. Share the Dashboard
7. Embed Dashboards into Salesforce

Demo
on
<Automobile Manufacturer #1 Sub #6> DBS (Digital Business
Support) Analytics……

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Q&A/Wrap-up

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