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Unlock Hidden Insights with Tableau
After you've combined, unified, and harmonized your data in Data 360, it's now ready for you to analyze. Use Tableau to find useful and actionable insights that can drive business success and create a personalized experience for your customers. Data 360, Tableau, and Salesforce 360 apps work together to consolidate your data and create a single customer record. Unlock hidden insights, and make decisions based on all your customer data.
With Data 360 and Tableau, you can:
- Connect Tableau to Data 360 data model objects using the built-in Salesforce Data Cloud connector in Tableau.
- Analyze your data in near real time with a live connection to Data 360.
- Quickly analyze your data with the Salesforce purpose-built Accelerator dashboards.
- Create key metrics that drive your business decisions.
- Publish the metrics to Tableau Cloud or Tableau Server to share with your colleagues.
- Make the metrics available to your decision-makers in their workflow, and embed your metrics and dashboards in your Salesforce instance.
What You Need
- Data 360 Starter pack
- Tableau Creator license to connect to Data 360 and author views and dashboards and embed them in your Salesforce instance
- Tableau explorer or viewer licenses for accessing the views and dashboards in
Tableau
To learn more about Tableau licenses, see Understanding Role-Based License Model.
Get Started with Data 360 Understand how data usage impacts pricing, and learn how permissions work and Data 360. |
Connect Data 360 Data in Tableau After you have the data ingested and unified in Data 360, set up Tableau in Data 360. |
Analyze your data in Tableau Explore, analyze, and visualize your data.
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Share and Collaborate Publish Tableau views and dashboards to share and collaborate. |
Embed Tableau Visualizations and Metrics View your data and metrics in your Salesforce instance or your custom web applications. |
Learn More
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- Connect Tableau in Data 360
Set up a connection to Data 360 from Tableau. Different steps are required depending on which Tableau product and version you use. - Enable Data 360 in Tableau
Using the Data 360 connector, you can discover and analyze unified profiles and other customer insights. - Use Data 360 Data in Tableau
Tableau enables metadata and data discovery of all objects in your Data 360 instance with Salesforce security mode. - Use Data 360 Data Spaces to Organize Data in Tableau
Use data spaces to segregate your data, metadata, and processes into categories, such as brand, region, or department. Set up permissions so that users can see and work on data only in the context of their brand or region. - View Tableau Dashboards
After defining visualizations on your Data 360 data in Tableau, you can view these dashboards by embedding or publishing them. - Visual Segment Creation to Data 360
Segmentation enables data analysts to curate relevant portions of data from their analyses in Tableau and seamlessly transfer them as segments to Data 360. - Tableau Accelerators for Data 360
A Tableau accelerator provides ready-to-use dashboards and workbooks geared for a particular industry or business use case. All Tableau accelerators use the Salesforce Data Cloud connector to connect Tableau and Data 360. - Data 360 and Tableau Use Cases
Tableau helps you explore, analyze, and find hidden insights in your data. The Tableau to Data Cloud connectors use the Hyper query engine to provide fast processing. You can explore your Data 360data in near real time enabling quick and accurate decision-making. These example use cases illustrate how Data 360and Tableau work together to help you achieve your business goals and deliver a personalized experience for your customers.
