Tableau Embedded Analytics: Optimizing insights from Salesforce data

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Presented by

Rick Criger, Principal Salesforce Architect, Keyrus; John Demby, Senior Product Manager - Tableau Portfolio and Strategy

About this talk

Want to optimize your visual analytics in Salesforce? You need the right tools. Tableau Embedded Analytics can be used to help you build and visualize reports in Salesforce. In this webinar, we'll teach you: - When and why to embed Tableau in Salesforce - Common challenges and considerations when embedding Tableau in Salesforce - How to incorporate outside data sources for analysis in Salesforce by embedding Tableau - How to benefit from advanced reporting using Tableau Embedded Analytics We'll dive into specific scenarios, including using Tableau Embedded Analytics: - In Salesforce Lightning on a tab page - Inline on a record page filtered - In a Salesforce Community with row level security

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Keyrus is a data analytics and digital consulting company focused on helping companies get the most out of their data. This channel features webinars and how to's that can help you uncover insights using tools like Tableau, Alteryx, AWS, Anaplan, Talend, and more.