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Tableau Next Apps for Salesforce
Provide your teams with curated paths through your data, plus powerful tools for spontaneous, deep explorations. With a Tableau Next App for Salesforce, you have a purpose-built set of analyses and insights about a specific area of your business. Answer pressing questions, predict outcomes, and get recommendations on the next best actions with insights infused directly within the flow of work in Salesforce.
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Sales Insights
Sales Insights is a data-driven sales solution that unites Tableau Next dashboards and analytics with an easy-to-visualize view of your sales pipeline. Close deals with confidence, set accurate forecasts, and deliver predictable revenue growth. Sales Insights leverages Tableau Next and AI to deliver intelligent, data-driven insights in the context where sales teams work.
- Salesforce Help: Sales Insights
Agentforce Lead Nurturing
Formerly called SDR Agent Analytics, Agentforce Lead Nurturing lets you scale your sales team, accelerate growth, and maximize your pipeline by nurturing prospects 24/7 with an AI-powered sales agent. Agentforce Lead Nurturing works new or updated leads, contacts, and person accounts automatically, sending customized intro emails to each prospect, responding to replies, and connecting qualified leads with sales reps.
- Salesforce Help: Agentforce Lead Nurturing
Service Insights
Service Insights is a data-driven solution that displays key contact center performance metrics. Determine whether you're meeting your customer service goals with easy-to-understand data visualizations. Service Insights includes Data 360 and Tableau Next. The combination of customer data, key performance indicators (KPIs), and AI help your service team improve operations and reduce costs.
- Salesforce Help: Measure Success with Service Insights
Field Service Intelligence
Field Service Intelligence is a data-driven analytics tool that displays field service performance metrics. Determine whether you're meeting your field service operational performance goals with easy-to-understand data visualizations. Field Service Intelligence includes Data Cloud and Tableau Next. The combination of operational data, key performance indicators (KPIs), and AI help your field service team improve operations and reduce costs.
Agent Analytics
Analyze your AI agents’ performance within user and agent sessions. Agent Analytics is built on the unified Session Tracing Data Model (STDM), which captures every event and interaction within a session and logs it as individual events. You can query the logged events to gain insights and optimize the Agent. Use the data from your Service Agent Analytics and Employee Agent Analytics dashboards to understand agent performance, and determine whether you want to adjust topics and agent actions to improve user satisfaction.
- Salesforce Help: Agent Analytics
Marketing Intelligence
Marketing Intelligence in Marketing Cloud Next empowers marketers to improve customer experiences across multiple channels and at scale. Marketing Intelligence simplifies data management by providing automated connectors, a unified data model, and data enrichment. Maximize conversions and improve campaign performance with AI-generated campaign summaries and cross-channel attribution.
- Salesforce Help: Marketing Intelligence in Marketing Cloud Next
- Trailhead: Explore Marketing Intelligence
C360 Semantic Model
The C360 Semantic Model serves as a central foundation to define and manage metrics derived from standard Salesforce objects. Use the C360 Semantic Model to get unified and trusted insights when you work across multiple Salesforce products to create cross-cloud KPIs. The C360 Semantic Model solves the problem of fragmented data and metrics by offering a single model with a unified view across various Salesforce clouds, such as Sales, Service, Marketing, and Commerce.
- Salesforce Help: The C360 Semantic Model
Revenue Management Intelligence
Revenue Management Intelligence offers a comprehensive suite of Tableau Einstein dashboards to assess revenue strategies and achieve cost-effective results. Integrated with Data Cloud, the dashboards feature detailed data visualizations and analysis of key performance indicators, enhancing the efficiency of revenue strategies. Revenue Cloud uses analytics across all functional areas of Revenue Cloud to create a smarter, more efficient product-to-cash solution.
- Salesforce Help: Revenue Management Intelligence for Revenue Cloud
Patient Support Program Analytics
Patient Support Programs (PSP) Analytics provides a complete solution, including Tableau Einstein dashboards, to improve patient and program outcomes. The dashboards give program leads and patient services reps the data-driven insights they need to optimize operational efficiency.
- Salesforce Help: Patient Support Program Analytics
Disease Surveillance Analytics
Use Disease Surveillance to efficiently manage and track disease-related data. Create and manage disease definitions for effective categorization. Monitor cases by recording patient details and tracking progress from first contact to resolution. Capture detailed investigation information, including specimen details, patient medication history, and exposure data. Schedule inspection visits for on-site evaluations. Monitor critical patient information such as medication, risk level, transmission mode, and demographics. Enhance public health responses by streamlining case management, improving response times, and ensuring accurate data tracking.
- Salesforce Help: Disease Surveillance Analytics
Retail Banking Insights
Gain comprehensive, role-specific data insights, across customers, deposits, leads, referrals, and branch activity with the Retail Banking Insights dashboards. Monitor customer performance and engagement, analyze banker activity, and track customer acquisition and conversion efforts. Empowers Retail Personal Bankers and Branch Staff to make informed decisions and effectively prioritize their work.
- Salesforce Help: Retail Banking Insights
Agentforce IT Service Intelligence
Monitor performance, identify trends, and make data-driven decisions with Agentforce IT Service Analytics Dashboards. These Tableau-powered dashboards give your IT leaders and service teams the data they need for continuous improvement.
- Salesforce Help: Analytics for Agentforce IT Service
CSI Score (Beta)
CSI Score synthesizes complex customer signals into a unified, trusted score. Gain a comprehensive view of business health by turning operational, sentiment, and behavioral signals across departments into actionable insights. The app surfaces emerging risks, growth opportunities, and strategic priorities. Leaders can align teams, act on predictive drivers, and make confident, outcome-driven decisions to drive measurable growth.
- Salesforce Help: CSI Score (Beta)
Loyalty Management Analytics
Provide loyalty program managers with actionable insights into loyalty programs to help them devise strategies to increase membership, retain customers, improve processes, and grow your business.
- Salesforce Help: Loyalty Management Analytics
