Case trends, capacity gaps, and at-risk customers leave signals in your data. Learn how Tableau Next brings analytics into the flow of work so service teams can detect issues earlier and act faster.
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Community Speaker
Reserved Seating
Video On Demand
Resolve Cases Faster and Serve Better with Tableau Next
, Director of Product Management, Salesforce
, Senior Member of Technical Staff, Salesforce
, Vice President, Customer Experience & Operations, Engine
, Product Marketing Manager, Salesforce
Role: Service
Product: Tableau
Tableau Product: Tableau Next
Session Level: Beginner
Session Type: Breakout
- Tuesday, May 52:50 PM - 3:30 PM PDT(9:50 PM - 10:30 PM GMT)Stage 6 | Content Pavilion, Ground LevelRESERVED SEATING
Session Summary: The session highlighted innovative advancements in customer service using Tableau Next and Agentforce, emphasizing the integration of AI and real-time analytics to drive efficiency and customer satisfaction. With 92% of companies planning to increase AI investments in the next three years, Salesforce introduced Agentforce Service, a platform combining AI, human expertise, and trusted data to optimize service operations. Tableau Next, embedded directly in the Service Cloud console, acts as a 24/7 analyst, delivering actionable insights, automating routine tasks, and allowing service reps to take immediate actions within their workflow. These tools enable organizations to reduce costs, improve customer satisfaction (CSat), and enhance productivity by unifying data from multiple systems and leveraging pre-built semantic models and dashboards for actionable insights.
Key Takeaways:
• Tableau Next and Agentforce Service empower service teams to resolve cases faster by embedding actionable insights directly into the Service Cloud console, reducing the need for manual data searches.
• Pre-built semantic models and dashboards unify data across Salesforce clouds like Sales, Service, Marketing, and Commerce, enabling organizations to start leveraging insights from day one without requiring extensive setup.
• Organizations using these tools have reported significant outcomes, including increased CSat scores, reduced average handle times, and improved operational efficiency by shifting from reactive to proactive service management.
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