What happens when Salesforce migrates its biggest forecast? See the multi-fact relationships, RLS logic, and performance tactics we used to rebuild for scale and speed in Tableau Cloud.
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Community Speaker
Reserved Seating
Video On Demand
The Global Forecast Makeover: Inside Our #1 Dashboard
, Senior Sales Strategy Analyst, Salesforce
Role: Data Analyst, Sales
Product: Tableau
Tableau Product: Tableau Cloud, Tableau Desktop
Session Level: Intermediate
Session Type: Theater
- Tuesday, May 53:40 PM - 4:00 PM PDT(10:40 PM - 11:00 PM GMT)Theater 4 | Data Village, Ground LevelFIRST COME FIRST SEATED
Session Summary: The session provided an in-depth look at Salesforce's migration of its forecasting dashboards from CRM Analytics to Tableau, highlighting the challenges and innovative solutions that emerged during the process. The transition was driven by the need to make analytics more accessible to a growing sales audience, scaling from 5,000 to 50,000 users, and to address limitations in data freshness and flexibility. Key innovations included the adoption of Tableau Relationships, Scoped Data Source Filters, and a streamlined data model that reduced complexity while maintaining accuracy and functionality. Despite some ongoing challenges with load times, the project successfully maintained user adoption, introduced new visual enhancements, and positioned Salesforce as a leading example of leveraging Tableau for multi-fact data modeling in forecasting scenarios.
Key Takeaways:
• Salesforce successfully migrated its forecasting dashboards to Tableau, scaling to support 50,000 users while maintaining adoption and functionality.
• The project introduced key innovations like Tableau Relationships and Scoped Data Source Filters, which enabled more efficient and scalable data models for complex forecasting needs.
• Ongoing collaboration with Tableau's product team is addressing performance challenges, ensuring Salesforce remains at the cutting edge of Tableau's capabilities.
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