Tableau+ | Salesforce
Salesforce, Inc.External reviews
3,524 reviews
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External reviews are not included in the AWS star rating for the product.
Great for Creating Visuals, but Needs Some Polishing
What do you like best about the product?
The ease to build impactful visuals. I can quickly connect to datasets and spin up data within minutes
What do you dislike about the product?
Can be slightly rough around the edges as far as quality of life items go, like being able to scroll left and right on different worksheets vs clicking the left/right buttons
What problems is the product solving and how is that benefiting you?
Helping build commercial focused reporting
Great for Easy Data Visualization, But Advanced Skills Sometimes Needed
What do you like best about the product?
It makes data easy to visualize and share, with interactive dashboards and fast, intuitive tools.
What do you dislike about the product?
In some occasions advanced skills are needed.
What problems is the product solving and how is that benefiting you?
Helping our CRM conversation campaign analytics
Seamless Integration, Powerful Insights
What do you like best about the product?
I appreciate the seamless integration of Tableau with Salesforce, which has significantly improved our reporting capabilities. The platform's ability to provide a 360-degree overview of customer data is extremely beneficial for gaining insights. I also found the initial setup to be quite seamless after overcoming the learning curve, making it easy to embed into our existing systems.
What do you dislike about the product?
I find that making integration with datasets could be easier, and there should be a more streamlined experience in creating and handling datasets within Tableau.
What problems is the product solving and how is that benefiting you?
I use Tableau for reporting needs, gaining 360-degree customer insights, providing a comprehensive data overview, enhancing understanding and decision-making.
Great Centralized Data, But Needs a Modernized Look and Better CX
What do you like best about the product?
All actionable data in one place is great to decision making
What do you dislike about the product?
Look and feel still a bit old, could be much better CX
What problems is the product solving and how is that benefiting you?
Having the business metrics for desicion making on your hands
Easy to Use and Quick Onboarding
What do you like best about the product?
Ease of use
Fast onboarding
Large community
Fast onboarding
Large community
What do you dislike about the product?
The difference in functionality between different tableau products
What problems is the product solving and how is that benefiting you?
Tableau has allowed our team to bypass red tape in the business process and reduced workload turnaround time.
Streamlined Project Tracking with Dashboard Excellence
What do you like best about the product?
I find the dashboard capability in Tableau incredibly useful as it allows me to pivot swiftly between projects and save reviews for each project. This feature has made managing multiple projects much more efficient. I also appreciate the benefit of not having to manually reconcile reports on a weekly basis. Instead, I can quickly pull reports and get back to clients swiftly, which has been a significant time saver.
What do you dislike about the product?
I would like to have the ability to connect Tableau to additional systems or other CRMs outside of Salesforce and to upload spreadsheets. However, it's not within my current role to implement these changes.
What problems is the product solving and how is that benefiting you?
I find Tableau automates report reconciliation, saving me from manual spreadsheet tasks, and streamlines team data usage and client communication within 24-48 hours.
Easy Data Access for Consumers, Still Exploring Tableau Next
What do you like best about the product?
Ease of pulling the right data out to consumers
What do you dislike about the product?
New to Tableau next, will get back to you
What problems is the product solving and how is that benefiting you?
It’s allowing my sales to understand territory performance
Good Visualizations, but High Cost and Complexity
What do you like best about the product?
I appreciate Tableau's great visualization features, which include interactive options and a wide variety of charts. This is highly valued by our salespeople, especially the filtering and drill-down options, providing them with the detailed insights they need. Additionally, I find the easy integration with Salesforce valuable, as it facilitates seamless connectivity and enhances data visibility and reporting, delivering insights that were previously unavailable.
What do you dislike about the product?
I find Tableau to have a significant learning curve, especially with advanced features like calculated fields and level of detail expressions, which require support or training that we didn’t have. Additionally, the cost of Tableau is a major issue for me, as it's expensive considering the need for additional hires, licenses, and managing cloud capacity. The licensing model is also problematic because even being a large organization doesn't mean I need 600 licenses. This expectation complicates things as it doesn't allow us to scale at a manageable pace according to our needs.
What problems is the product solving and how is that benefiting you?
I use Tableau for creating dashboards and gaining data visibility, providing great visualization and interactive options appreciated by our sales team. It facilitates digging into data, offering ease of connection and good Salesforce integration.
features that already need to exist
What do you like best about the product?
"dev on stage" session is most helpful, but there should have been new features already
What do you dislike about the product?
I think the license cost is high and the server specification is too high and requires high specifications
What problems is the product solving and how is that benefiting you?
I'm getting insights by analyzing a lot of data
Great Einstein Integration, but Dashboards Could Be More Challenging
What do you like best about the product?
How it has seamlessly integrated with Einstein
What do you dislike about the product?
The dashboards are pretty easy to navigate
What problems is the product solving and how is that benefiting you?
Our org has so much data and so many ways to decipher the data, it's really hard to do it without tableau
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