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Clean Your Salesforce Data with Tableau Prep
Do you have dirty Salesforce data? Tableau Prep is a simple-to-use, AI-powered solution that helps you save time while exploring your data. Learn how Tableau Agent enhances your experiences.
Important: This session is first come, first seated. You do not have a reserved seat.

, Lead Solution Engineer, Salesforce

, Founder, Data Flow

Role: Architect, Data Analyst, IT
Product: Tableau, Data 360
Topic: Data
Session Level: Beginner
Session Type: Theater
  • Tuesday, Sep 171:30 PM - 1:50 PM PDT
    (8:30 PM - 8:50 PM GMT)
    Moscone West, L3, Tableau Theater
  • Wednesday, Sep 184:00 PM - 4:20 PM PDT
    (11:00 PM - 11:20 PM GMT)
    Moscone West, L3, Tableau Theater
Session Summary by Einstein: The session provided a comprehensive overview of Tableau Prep's capabilities for cleaning Salesforce data, emphasizing its visual, audit-friendly interface and intelligent tools like Tableau Agent. Attendees learned how Tableau Prep facilitates the shaping and cleaning of data from various sources to create harmonized data sources for analytics. The demonstration highlighted the process of data preparation, including pivoting, unioning, and enriching data, all within the trusted Salesforce environment. Moreover, the session showcased the seamless integration of Tableau Prep with Salesforce and Data Cloud, amplifying its utility for attendees seeking to enhance their data management and analytical insights.
Key Takeaways by Einstein:

• Tableau Prep's modern approach to data preparation allows for a visual and easy-to-audit process, incorporating intelligent layers such as Tableau Agent for writing calculations.

• The session demonstrated how to leverage Tableau Prep to clean and integrate data from Salesforce, providing a practical example of creating a Gantt chart visualization from opportunity data.

• Attendees were encouraged to utilize resources such as Tableau Prep trials, user groups, and the Prep and Data community challenges to further develop their skills in data preparation.

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Merlinda Lu

Salesforce Developer, IBM