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How Salesforce Runs on Tableau Pulse
Intelligent insights are even more powerful when delivered in the flow of work. Learn how Tableau Pulse brings Salesforce teams together around common business goals with shared metrics.
Important: This session is first come, first seated. You do not have a reserved seat.

, Senior Manager, Product Marketing, Salesforce

, Senior Lead, D&A Product Management - Trusted Data Acquisition Engineering and Technology, Salesforce

, Data Engineer, Salesforce

Role: Administrator, Data Analyst
Product: Tableau
Topic: Salesforce on Salesforce
Session Level: Beginner
Session Type: Theater
  • Tuesday, Sep 1712:30 PM - 12:50 PM PDT
    (7:30 PM - 7:50 PM GMT)
    Moscone West, L3, Tableau Theater
  • Wednesday, Sep 181:30 PM - 1:50 PM PDT
    (8:30 PM - 8:50 PM GMT)
    Moscone West, L3, Tableau Theater
  • Thursday, Sep 199:00 AM - 9:20 AM PDT
    (4:00 PM - 4:20 PM GMT)
    Moscone South, LL, Content Pavilion, Stage 7
Session Summary by Einstein: The recent session at DreamForce showcased the deployment of Tableau Pulse within Salesforce, a journey that involved establishing a center of excellence, architecting data, and connecting it to Tableau to deliver insights to Salesforce executives. The presentation demonstrated how a data-driven culture, powered by Tableau and Data Cloud, can enable organizations to make decisions based on trusted data, with 85% of leaders expecting AI to boost productivity. By integrating AI into development processes and focusing on metrics that matter, the session exemplified how Salesforce uses its own products to navigate data and AI transformations, ultimately enhancing decision-making across various leadership roles within the company.
Key Takeaways by Einstein:

• Salesforce's use of its own product, Tableau Pulse, exemplifies its commitment to a data-driven culture and the importance of trusted, harmonized data for effective AI use.

• The session highlighted the critical role of people, processes, and products in bridging the gap between complex data systems and actionable insights, with only 30% of people currently using data to make decisions.

• Tableau Pulse, as an AI innovation, brings personalized metrics and AI to the fingertips of executives, with features like natural language querying and integration with Slack and Salesforce, promoting timely and informed decision-making.

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Merlinda Lu

Salesforce Developer, IBM