Output Connector to Tableau Online

Imagine you’ve enriched your data in Tableau CRM from any number of sources – Salesforce and beyond. You have your awesome Tableau CRM Dashboards for your CRM consumers, but you are also a Tableau Shop. And maybe you don’t want to rebuild all the logic you did in Tableau CRM again, so wouldn’t it be ...

Output Connector to Salesforce

In this day and age, pulling your data into an analytics repository and generating dashboards is just the beginning of the analytics journey. We want to also take action on the insights and even see them in our operational systems. Tableau CRM has that covered in so many ways and features already, but we have ...

Sync Out for Snowflake

The Tableau CRM team spent a bunch of time in 2020 working with our partners at Snowflake, and as a result of the collaboration, we came up with a unique feature that will allow Salesforce customers to send raw data to Snowflake for data lake hydration purposes. Tableau CRM already had the key pieces needed ...

A Binding Decision Tree

My binding blogs seem to be some of the most popular content on my blog. It is also one of the topics I get the most questions about. So I’ve been thinking, how do I make it easier for people to understand? And I thought “what about a decision tree?”. So I created one… Scope ...

A SAQL Cogrouping Hack

Some of my blogs are inspired by questions or use cases that I encounter when working with Tableau CRM. In the past month, I’ve had the same question around joining two datasets in a query; one dataset is grouped by two dimensions, but the other dataset is missing one of those dimensions, hence the question ...

Einstein Discovery in Tableau – Try it for Yourself

Einstein Discovery empowers businesses to explore patterns, trends, and correlations in their historical data with the help of auto-generated machine learning models. While understanding the past is helpful, Einstein Discovery machine learning models can be deployed and operationalized to predict future outcomes – all without ever writing a single line of code. Starting with the ...

The complete guide to Einstein Discovery model deployments

Einstein Discovery drives business value for companies by eliminating friction in using machine learning, and maximizing its time-to-value. It is designed to facilitate every step of the journey towards operationalizing Machine Learning in the workspace, in a safe, ethical and most of all practical and easy way. This applies training the model and interpreting the Story, but it ...

Revenue Operations with Predictive Insights

The Revenue Operations Analytics template helps you uncover key insights for your Sales Leaders and Sales Reps for a more accurate forecast and better visibility into your pipeline and activity trends. Build up your team with the help of key metrics such as quota attainment, a projected forecast, and account reach to boost your team ...

From Dataflow to Data Prep

In the past few releases, we have seen the hard work behind the new Data Prep (recipes) emerge. While Data Prep aims to make it easier for users to get started with transforming data and creating datasets for insight, there might be a few question marks if you are used to navigating the dataflow. Hence ...