Tableau CRM

Tableau is an analytics platform for transforming business data into graphic reports that are meaningful even for nontechnical users. Tableau processes data imported from almost all cloud and on-premises resources, rapidly provides interactive visualizations of the processed data, responds to natural language queries, and enables users to share the reports and collaborate on them according to role-based permissions.

What are Tableau products?

• Tableau Desktop is the platform’s core product. It enables users to connect to the necessary data sources (servers, databases, and files stored on their devices) and transform the extracted data into visualizations such as graphs, maps, and charts. The product also provides additional models and explanations of current visualizations that may be of interest to users. Tableau Desktop is installed on individual computers. Users can share their content workbooks with each other by publishing them in Tableau Server, Public, or Online. If the workbooks need to be shared with an addressee with no Tableau account, this can be done either via email or by opening them in Tableau Reader.
• Tableau Public is a free software product for posting data visualizations on public servers. The product’s functionality is similar to that of Tableau Desktop. Tableau Public is ideal for users with less sophisticated data analytics needs—especially those who simply need to share interactive data visualizations online.

  Since visualizations created with Tableau Public will be stored on a public server that anyone can view, this product isn’t the best fit for users who share sensitive corporate data.

• Tableau Prep is a self-service tool for extracting, formatting, and cleaning data that is paired with Tableau Desktop. The product is used when it’s necessary to modify data before uploading it to Tableau Desktop or make changes to a dataset already in Tableau Desktop.

• Tableau Server is a product for sharing visualizations created with Tableau Desktop and collaborating on them with members of your organization. Users can view, edit, and comment on these visualizations as well as type questions in natural language in the search field and get automated visualized responses. Tableau Server is hosted by organizations either on premises or in a private cloud.

• Tableau Online is used to share and collaborate on visualizations in a way that is similar to how Tableau Server is used. The difference is that Tableau Online doesn’t require hosting. An organization can choose between Server and Online depending on whether they want to manage hosting themselves. It's also worth mentioning that Tableau Online can respond to queries in natural language, which is extremely valuable for nontechnical users.

• Tableau Mobile is a tool that provides mobile access to visualizations shared in Tableau Server and Tableau Online.

• Tableau CRM is a product for extracting, processing, visualizing, and exploring data stored primarily in Salesforce. It helps users make decisions related to the operations they run in Salesforce’s clouds.

  Tableau CRM is natively integrated with Salesforce products for easy access to their data—though it is possible for users to bring in data from other applications, databases, data warehouses, or files as well. This data is presented in the form of interactive visualizations that can be embedded in the Salesforce UI. Tableau CRM features descriptive, predictive, and prescriptive analytics of the imported data. This is performed by Einstein Discovery—Salesforce’s data science toolkit—with the help of machine learning algorithms.