Tableau for Salesforce

Tableau is a powerful data visualization tool, and Salesforce CRM is the most successful customer relationship management software. Companies often use these two tools to analyze data and create visualizations.

The book starts with an introduction to both Tableau and Salesforce CRM. It then goes on to show how you can connect Tableau with Salesforce CRM and link the two tools. Then, it walks through some of the key features of this connection that allow for seamless data analysis and visualization. It then moves on to advanced use cases, combining Salesforce and Tableau for advanced analytics and decision-making.

After reading this book, the reader will have the knowledge to start using both tools to analyze real-world CRM data and create CRM analytical dashboards that generate value for their companies.

KEY FEATURES  

• Successfully connect Tableau with Salesforce CRM.
• Use Tableau and Salesforce to analyze data and create dynamic visualizations.
• Translate analytical findings into tangible business strategies and actions.

WHAT YOU WILL LEARN

• Successfully connect Tableau with Salesforce CRM, and overcome common challenges faced during integration.
• Effectively use Tableau and Salesforce together to analyze data and create dynamic visualizations that are actionable and insightful.
• Combine the power of Salesforce and Tableau to create more complex analyses, aiding in strategic decision-making.
• Design and implement CRM-specific dashboards using Tableau, catering to the unique needs of CRM data analytics.
• Translate analytical findings into tangible business strategies and actions, thereby driving value and growth for your company. 

WHO THIS BOOK IS FOR

This book is targeted at people who are interested in Tableau and Salesforce. This includes Tableau Desktop users in organizations with Salesforce CRM and Salesforce consultants or administrators.

1. Introducing Salesforce and Tableau
2. Setting Up Salesforce with Tableau
3. Building and Integrating Data Pipelines 
4. Exploring Charts, Graphs, and Dashboards
5. Extracting Deeper Insights with Funnels, Maps, and Hybrid Visualizations
6. Dealing with Complex Visualizations, Customizations, and APIs 
7. Integration, Authentication, and Tableau Viz LWC
8. Blending Tableau with Traditional CRM Analytics
9. Exploring Einstein AI and Advanced Analytics
10. Troubleshooting, Tricks, and Best Practices

Damiana Spadafora is a highly experienced and accomplished analytics professional with a strong background in driving Tableau rollouts at top-tier organizations. With a wealth of experience gained at Europe’s top Tableau partner, the Information Lab, Damiana has a proven track record of successfully implementing Tableau solutions at organizations such as the Financial Times, Schroder’s, and Virgin Atlantic.

Currently, Damiana serves as the Head of Financial Crime Data at a large Nordic bank, where she has been instrumental in driving analytics and Tableau usage across financial crime and compliance. Damiana is a well-established expert in data analytics, data management and data governance. She holds MSc degrees in Management and Economics as well as a postgraduate degree in data science. She is also a Tableau Certified professional.

Lars Malmqvist has spent the past 13 years working as an architect and CTO within the Salesforce ecosystem. He has worked on over 40 Salesforce implementations, ranging from simple out-of-the-box scenarios to advanced, bespoke, multi-cloud solutions for large global brands. He is a 29-time certified Salesforce CTA with degrees in anthropology, mathematics, and technology management, an MBA from the University of Cambridge, and a Ph.D. in computer science from the University of York. Currently, he is a partner at Implement Consulting Group.