Connect, analyze, decide: Seamless integration of Tableau and Salesforce. Cloud data architectures are a valuable tool for organizations that want to use data to make better decisions. By 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. The Tableau software ecosystem contains a number of different elements that together provide an unparalleled data analytics experience. Tableau Desktop is a drag-and-drop analytics and data visualization software that allows you to connect to a wide range of data sources, create ad hoc analyses, build cohesive dashboards, and share views with others. Tableau Public, a free version of Tableau Desktop, is suitable for non-proprietary data analysis and allows users to connect to limited data sources like Microsoft Excel. Tableau Server is a central repository managed by organizations that store all published workbooks, shared data sources, and or Tableau Prep workflows. In this book, we will focus mainly on Tableau Desktop to do the analysis of Salesforce data. 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. 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.

Tableau for Salesforce: Visualise data and generate insights with the leading platforms for data analytics (English Edition) PDF

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