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Salesforce Analytics Tools
Salesforce offers several tools to help you analyze your data and act on it. Reports and dashboards are built into Salesforce. Connect data and create interactive visualizations with CRM Analytics, a Salesforce-native tool. Tableau is a flexible analytics platform with cloud, on-premises, and desktop applications. Use this matrix to understand each tool’s capabilities.
| Develop tools and data analysis for decision-making | ||
|---|---|---|
Reports and Dashboards Reports and Dashboards Limitations, Allocations, and Technical Requirements |
CRM Analytics Connect to Local Salesforce Data Connect to Remote Data Outside of Salesforce Clean, Transform, and Load Data CRM Analytics Direct Data for Data 360 |
Tableau Unlock Hidden Insights with Tableau for Data 360 |
| Bring data into decision-making processes | ||
|---|---|---|
Reports and Dashboards Export and Connect Reports to Other Tools Drill Down into Your Reports to Learn Even More |
CRM Analytics Create and Share CRM Analytics Apps to Give Business Users a Big Data Picture |
Tableau Publish Data Sources and Workbooks Schedule Extract Refreshes as You Publish a Workbook Use Parameters to Make Views More Interactive |
| Govern and manage | ||
|---|---|---|
Reports and Dashboards |
CRM Analytics CRM Analytics Security Implementation Guide |
Tableau |
| Answer business questions with data | ||
|---|---|---|
Reports and Dashboards |
CRM Analytics Learn What You Can Do with CRM Analytics Get Data Answers While You Search with Ask Data for Salesforce |
Tableau Explore and Inspect Data in a View |
| Personalize and act on your analysis | ||
|---|---|---|
Reports and Dashboards Favorite Your Reports and Dashboards Customize Report Views in the Run Page |
CRM Analytics Get Scheduled Updates with Email Subscriptions Save Your Filtered View of a Dashboard |
Tableau Create a Subscription to a View or Workbook |
| Collaborate with others around data | ||
|---|---|---|
Reports and Dashboards Subscribe to Dashboards and Reports Stay Organized with Collections |
CRM Analytics Set and Send Smart Notifications Share, Annotate, Present, and Download CRM Analytics |
Tableau Set and Send Data-Driven Alerts Create Metrics with Tableau Pulse |
