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Better Together: The Salesforce Unified Analytics Experience
Enhance the Salesforce experience with unified analytics by seamlessly integrating Tableau, CRM Analytics, and Reports and Dashboards to provide CRM users with contextual, actionable insights.

, Product Marketing Director, Salesforce

, Product Manager, Revenue Intelligence, Salesforce

Role: Data Analyst, Sales, Service
Product: Tableau, CRM Analytics
Session Level: Introductory
Available Now on Salesforce+: Watch now
  • Tuesday, Sep 129:00 AM - 9:20 AM PDT
    (4:00 PM - 4:20 PM GMT)
    Olympic Theater (Moscone West, Level 2)
Session Summary by Einstein: In the Dreamforce session, "Better Together: The Salesforce Unified Analytics Experience," David Lou from Salesforce's product marketing team introduced the Salesforce Unified Analytics Experience. This innovative approach aims to create a seamless analytics experience for every CRM user by integrating Tableau, CRM Analytics, and Salesforce's built-in reports and dashboards. The session highlighted three key features: accessing all analytics from a central hub, infusing Tableau into the Salesforce workflow, and jumping from Salesforce directly into data exploration in Tableau. Lizzy Perruzzi, a product manager, demonstrated these features, showing how users can create interoperability between CRM Analytics dashboards and Tableau dashboards, and how to publish Tableau visualizations to Salesforce. The session emphasized Salesforce's commitment to creating intelligent apps and experiences for users, enhancing purpose-built insights with deep data exploration capabilities.
Key Takeaways by Einstein:
  1. • Salesforce is enhancing the Unified Analytics Experience by integrating Tableau more seamlessly into the Salesforce ecosystem, allowing for deep data exploration and purpose-built insights.
  2. • Salesforce is making it easier to access all analytics from a central hub, infuse Tableau into the Salesforce workflow, and jump from Salesforce directly into data exploration in Tableau.
  3. • The new features of the Unified Analytics Experience are part of Salesforce's larger vision to create intelligent apps and experiences, with out-of-the-box insights and AI, and the deep data exploration capabilities of Tableau.

From thought-provoking sessions to hands-on workshops, Dreamforce equips you with the tools and knowledge to succeed."

Nadina D. Lisbon

CRM Enterprise Architect

NetApp

Nadina D. Lisbon