Tableau CRM: Integrating Salesforce Einstein Analytics With Tableau

GetOnCRM Solutions
Oct 25th

Salesforce acquired Tableau in 2019, and after a year of the acquisition, Tableau has announced that the Einstein Analytics of Salesforce will be rebranded as Tableau CRM. The renaming may seem like one pretty thing, but it reflects that Tableau CRM integration has a lot to do with reporting. Einstein Analytics is still an AI-based brand of Salesforce that is now included within Tableau.

In the future, Tableau will be a tool for data visualizations, and it will depend on Einstein Analytics for the performance of data queries and predictions. Tableau provides a plentiful of products in data science like cloud databases, relational databases, spreadsheets, etc. All these make Tableau a powerful tool.

Tableau CRM integration helps in taking actions on records of data. At the same time, Tableau is an amazing tool for presenting data and determining the number of freedom users get in exploring the data. Here Tableau is a common thread, and there are a few things that are better in Tableau CRM. You can access a Salesforce analytics consultant to know which tool to utilize for your purpose and get an idea about when to combine them for better results. There is no doubt that Tableau has excellent potential, but Einstein Analytics is also great for providing AI-powered actionable insights. By bringing Einstein Analytics and Tableau together, Tableau can benefit everyone to leverage data for making good decisions.

Einstein Analytics Overview

Einstein Analytics is a cloud-based tool used for data visualization and data analytics to help enterprises see beyond just data. It supports businesses in making better and faster decisions. Through concepts such as machine learning and Augmented Analytics, Salesforce Einstein Analytics provides predictive analytics and strong, actionable insights capabilities. It gives a complete 360 view of Salesforce data as well as external sources of data. Now the Einstein Analytics is Tableau CRM.

Tableau’s first integration is Einstein Discovery, which is AI-powered analytics helping businesses to benefit from machine-augmented analytics. It contains automatic relevant patterns discovery, AI-powered insights, powerful analytics, and better explanation. This Discovery dashboard uses AI technology to generate actionable insights and predictive models to help organizations explore the future and suggest the action for the next course. All these capabilities are available without any effort or knowledge.

Einstein Discovery is Now Combine With:

Prep Builder

The Prep Builder of Tableau helps Einstein Discovery make the data preparation faster, easier and provides a predictive experience.


Tableau Dashboard improves the results, including explanations, predictions, and suggestions.

Tableau Calc

The calculation engine of Tableau will help to access real-time information.

In the future, more integrations will happen, which will provide interoperability, AI-driven analytics, and data accessing abilities.

Integration Plans for Future Include:

Connection of data store of Einstein Analytics to Tableau for leveraging the security and optimization.
The feature of data preparation that allows reading and writing of Einstein Analytics and Tableau to make data accessible for analysis to all.
Streamlining dashboards of Einstein Analytics and Tableau using content portability.

With the Salesforce Einstein development, businesses now can take advantage of both platforms and understand data even more without learning any skill.

Tableau CRM Overview

Tableau CRM refers to an analytics tool that was formerly known as Salesforce Einstein Analytics. It is the combination of both the visualization capability of Tableau and the artificial intelligence of Einstein. With the integration, users will get an enriched experience, but the processes and flow of both platforms will be maintained.

Tableau CRM Major Features

1. AI-Driven Analytics

The platform makes it easier to spot the trends, predict events, and provide relevant recommendations to take necessary action. It does not matter if you have any prior knowledge and skills or not. It will help you in understanding data better and access the guidance for future actions.

2. AI-Powered Suggestions and Predictions

Due to the automated trends discovery and AI-based predictions, most marketers and analysts like Tableau. The robust predictive analytics can help users to view data and provide narrative explanations for making decisions quicker.

3. In-Built Tools for Data Management

Users can benefit from Tableau CRM as it connects various data sources easily. They can gather data from multiple external systems and unify all the things on a single platform. The outstanding connectors help in creating more insightful dashboards.

4. Smooth Collaboration Across Framework

In Tableau CRM, users can easily integrate with third-party tools and apps. Teams can effortlessly collaborate due to the sharing of records and dashboards. It has real-time alerts and embedded analytics to help the team to accelerate the actions.

5. Prebuilt Templates for Creating Apps

With the help of a Salesforce Einstein consultant, you can create an AI-powered application using the platform. It has built-in templates, designers, visualization, and analytics to easily create customized apps.


Tableau CRM will increase the potential of making data smarter and taking real-time decisions. The extraordinary features will help businesses to reach greater heights by establishing a data-driven culture.

GetOnCRM Solutions, a Salesforce Einstein Consultant. Our expert Salesforce developers can help Tableau CRM integration with Salesforce Einstein. We offer a wide range of Salesforce development services to unlock the potential of your business.

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