Salesforce + Tableau

At Tableau, our mission is simple but powerful—we help people see and understand data. As part of the Salesforce Ohana, we offer the world’s leading analytics solution for all your data. Tableau can help you fully leverage your rich customer data by providing analytics for everyone in your organization.

Use Tableau to blend Salesforce data from across the Customer 360 platform with your other business data for increased visibility and a deeper understanding of your customers. Provide your finance, operations, channel teams, and executives with secure, up-to-date, customized views of your data.

Put smart analytics in your Salesforce CRM

Einstein Analytics

Leverage the power of fully native analytics in your CRM workflows with Einstein Analytics. Salesforce CRM users can work more efficiently, spot trends, predict outcomes, and get timely recommended next steps to take right where they work. Use advanced AI models that are easy to set up with no coding necessary to better connect analytics to the next action to take.

Learn more about Einstein Analytics

Visualize and explore Salesforce data in Tableau

Connect to Salesforce Data

Powerful connectivity to Salesforce CRM means easily visualizing the metrics that matter most to your business. Easy visual analysis means data can drive decisions at every phase of the pipeline: prospecting, lead management, pipeline coverage, account management, and more.

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Jump-start your insights

Tableau's Dashboard Starters for Salesforce are designed to help you hit the ground running with actionable data analysis in minutes. In just a few clicks, you'll be able to connect and create beautiful, data-rich dashboards on account tracking, quarterly results, top accounts, and more.

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Our joint customers are driving change with data

See all our customers

Coca-Cola logo, a Tableau customer
LinkedIn logo, a Tableau customer
Miller-Coors logo, a Tableau customer

Additional resources

Sales analytics

From quotas to pipeline, accelerate your analysis with shareable, actionable insights and a single source of truth.

Support & services analytics

Get deep visibility into customers and operations to optimize experiences, improve satisfaction, and boost loyalty.

Online Help: Salesforce connector

Dive into our documentation for step-by-step help to connect to Salesforce data, set up a data source, and more.

Salesforce Canvas adaptor

Embed Tableau dashboards into Salesforce to give your workforce valuable data right in the flow of business.