Discover how to future-proof your analytics strategy. Leverage Tableau Next, Tableau, and CRM Analytics together for maximum impact.
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Better Together: Tableau Next, Tableau, and CRM Analytics
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, Product Marketing Manager, Tableau, Salesforce
, Director Analytics Products, Coastal
, Senior Director, Product Mgmt, Salesforce
Role: Data Analyst, IT Business Leader
Product: Tableau, CRM Analytics
Topic: Agentic Analytics
Session Level: Beginner
Session Type: Breakout
Session Summary: This session highlighted Salesforce's advancements in AI-driven analytics, focusing on the integration of Tableau, CRM Analytics, and Data Cloud to deliver a unified, interoperable analytics ecosystem. With organizations managing an average of 897 applications, fragmented data and siloed systems have created significant challenges, but Salesforce's solutions streamline access to trusted, actionable insights. Tableau Next, as the first AI-powered analytics platform, provides contextual and personalized insights, leveraging an AI-infused semantic layer and natural language capabilities, while CRM Analytics offers deeply embedded, machine learning-powered insights within the Salesforce CRM. Demonstrations showcased how users can utilize natural language agents to query data, create campaigns, and collaborate seamlessly via Slack, all while leveraging existing analytics investments for enterprise-wide adoption and scalability.
Key Takeaways:
• Salesforce's interoperability between Tableau, CRM Analytics, and Data Cloud enables organizations to unify fragmented data, unlocking actionable insights and streamlining workflows with AI-powered tools.
• Tableau Next introduces advanced capabilities such as natural language Q&A, contextual insights, and machine learning-driven semantic models, allowing users to define metrics once and use them across platforms, including Salesforce and Slack.
• Agent Concierge and Tableau Next empower users with intuitive, actionable analytics experiences, improving decision-making and operational efficiency by integrating data from Salesforce and non-Salesforce systems into a seamless workflow.
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