A short, non-technical explainer video (Salesforce Explained series) in which Brian Tong introduces Tableau from Salesforce as an analytics platform that helps organizations see, understand, and act on customer data. The video frames common problems (data silos, spreadsheets, lack of collaboration), illustrates a retail shipping/CFO use case, and lists five practical value propositions for Tableau: real-time access via Salesforce Data Cloud, broad data connectivity, collaborative sharing (including Slack), productivity/automation features (Einstein Discovery, Ask Data, Explain Data), and predictive analytics to drive better decisions and ROI. The tone is informal, enthusiastic, and audience-friendly.
Chapters
What's up, everybody? I'm Brian Tong, your guide to all things Salesforce, and this is Salesforce Explained. It's a series where an actual human. Yes, that would be me. Here answers all your burning Salesforce questions. Tech jargon. Phew. Forget about it. We're not going there. But don't worry. If I need to throw some terms around, I'll put it in plain language for you. Now, make sure to subscribe to the Salesforce channel and turn on those notifications so you never miss. Miss an episode. Because today we're talking all things Tableau from Salesforce. Like, what the heck is it? Well, simply put, Tableau from Salesforce is an analytics platform designed to help people see and understand data. It's like a Swiss army knife for data. Because Tableau gives you all the tools that you need to transform into a customer company. We're talking about breaking down all the barriers that make it a challenge to actually use your data to. To get to better decisions and faster. And trust me, this episode is sharp. See what I did there? Like, knife and sharp. Okay, well, if you thought data was just for the folks with data in their actual job description, I'm here to tell you that today, data is everybody's job, from the bigwig in that corner office to the intern compiling trends for the bigwig's quarterly report. But let's face it, there's a whole heck a lot of data out there, from customer sales data to marketing campaign data to the number of guitar strings the Foo Fighters need for their next world tour. And I had to count those. But it's just hard to make sense of it all. And it's hard because data is typically trapped in silos and spreadsheets and systems that do not talk to each other, making it impossible to actually connect your data. So you're stuck with tools that aren't up to task. You can't see the story your data is telling you. You. You lack a common platform that allows you to share your analysis, making collaboration just a real headache. And all of these obstacles make it difficult, if not impossible, to get the big payoffs that data can deliver, such as insights that lead to better decision making, more efficient processes, and, you guessed it, an improved bottom line. And that is where Tableau comes in. Tableau addresses all these challenges and more by giving you a fast and easy way to see and understand all. All of your customer data. And with that insight, you can reveal the aha behind all those numbers and wow your customers with personalized experiences that meet them where they Are. So let's just imagine this in the real world. Let's just say that you're a sporting goods wholesaler. You're about to ship out snowboards, bindings, and maybe some accessories like hats and goggles to one of your biggest customers. And Your customer has 10 shops all over the country, and. And not every store has the same order. And then some orders have special instructions like no hats until August, or they want all reorders to ship before November 1st. And did I mention that the CFO needs details yesterday? Yeah, he's meeting with the bank this afternoon and needs real time receivables data, plus last year's shipping info so he can negotiate better terms for a line of credit. So you open your spreadsheet, you look at the totals for previous orders, the terms, how you shipped orders in the past, if invoice is current and matches the shipping information, and if there are any other open purchase orders. I mean, let's be real. This is a lot to shift through, no matter how many pivot tables you build. Now imagine, though, if you didn't have to crunch numbers for the next four hours to make this happen, what if you could create an interactive data visualization that told the story with real time detail and. And maybe even a projection about what this customer is likely to order or not order in the future? You know, we're not talking about a spreadsheet of columns and rows. No way. We're talking about visual storytelling that shows you the entire narrative in a whole new way. Well, like this. And wow. All of a sudden, whether you're a CFO or a shipping clerk, you can see and understand the big picture in all its double McTwist detail. And did I mention that your data visualization is interactive? By asking new questions of your data, you're going to find new insights. Like if you could split shipments between different carriers, you could reduce your shipping costs by 30%. Yeah, that's a boss move. Okay, so you're saying this, right? That's pretty cool. I do love data. But what else makes Tableau so special? Well, I'm really glad you asked that, because if you've been watching this video series, you know that Salesforce makes it possible for you to deliver all kinds of wow to your customers with the power of Customer360. And now Tableau as part of the Salesforce platform is bringing even more real world value to your business. So let's take a look at five, if you'll excuse expression. Really important ways that Tableau can rock your data world up to 29% faster than you can say, drag, drop and repeat. Okay, Number one, Salesforce Data Cloud for Tableau makes it possible with a single click to access real time Data within the Salesforce 360 or even from your own systems. Customer360, the world's number one real time CRM, helps you increase the productivity of your salespeople and at the same time slashes service, marketing, commerce, and it costs. With Data Cloud as your foundation, you're going to start seeing more efficiency and even more opportunities to grow your business. Can I get a high five? Okay, I'll give it myself. Hey, this, my friends, is why we data. And number two, let's talk about connectivity. Legacy systems and those old spreadsheets that we've been talking about can be a headache, but they're not a deal breaker because Tableau brings all your data together, making it possible to connect your data sources safely and securely. Bottom line, no matter where your data lives, Tableau can connect it. And. And just like that, you've got a big picture view into all of your customer data. And with this seriously epic superpower, you can take action with confidence. Now, with Tableau, you'll have the insights you need to quickly understand why, when, and how to make critical course corrections, build competitive advantage and better roi. And as the song says, it's about damn time. Am I right? I'm right. Number three, collaboration is also a beautiful thing. And Tableau not only connects your data, Tableau connects your people, bringing everyone together so you and your team can share dashboards, questions and explore data together. And adding slack to the mix boosts your connectivity and productivity even further. And when you're able to bring your apps, your teams and your partners together, well, goodbye disconnected workflows and hello, faster, better data driven decisions. And this kind of connectivity is an important step in creating a data culture. Which is another way of saying that everyone from the C suite to the call center is putting data at the center of every decision. And number four, being productive shouldn't be a grind. Now imagine, okay for a moment, how amazing it would be if we could focus more on finding new ways to delight our customers and repetitive tasks just get done automatically. Well, Tableau eliminates manual processes with super cool automation features like Einstein Discovery. This is a powerful artificial intelligence tool that can sift through millions of rows of data to find correlations and make predictions. And don't forget about Ask Data. Just ask a question and boom. Tableau will respond with an automatic data visualization. Like, how cool is that? No mousing around required. Or what about Explain data With a single click, Explain Data gives you the deets about the value of any data point. And thanks to Tableau's very amazing artificial intelligence and machine learning, everyone can deeply explore their data without writing a single line of code. Think of it like your own personal interpreter for data. Finally, at number five. And speaking of predictions, do you predict that our next and last point is all about predictive analytics? Or what I like to call the Magic 8 Ball for data? Well, predictive analytics is the future, literally. And it's available today in Tableau. Tableau brings you intelligent predictions, recommendations, and flows for the most critical business questions. And as my palm reader says, when you know, you know. Tableau by Salesforce makes it happen by helping you and your team see, share, and understand every data point. And those insights are the secret sauce that will help you save time, money, and create new opportunities, all on one trusted platform. Can you say Tableau for the win? Okay, look, I've talked enough, but the learning doesn't stop here. Click the link on screen to learn how Salesforce uses Tableau by Salesforce. And you know what? We'll see you next time.
