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Tableau (CRM Analytics)

Tableau CRM Analytics is the native analytics experience for Salesforce CRM that provides AI-powered, actionable insights in the flow of work, empowering users to answer questions, predict outcomes, and get recommendations seamlessly.

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What is Tableau (CRM Analytics)?

CRM Analytics (formerly Einstein Analytics and Tableau CRM) provides AI-powered, actionable insights directly within Salesforce CRM. It allows users to spot opportunities and predict outcomes, from visualizing past performance to forecasting future revenue. The platform empowers Salesforce users to make better decisions faster with actionable insights. CRM Analytics offers out-of-the-box products, user experiences, dashboards, KPIs, and analytics data models for all Salesforce lines of business and industry Clouds that help uncover actionable insights, drive consistent behavior across the company, and achieve performance at scale. Users don't need extensive training to get started. Anyone can take advantage of insights derived from CRM Analytics and get personalized, AI-powered insights and recommendations right in their flow of work. CRM Analytics automatically inherits existing Salesforce security, role hierarchies, and permissions, providing world-class governance and compliance without rebuilding security models.

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