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Top Benefits Between Tableau and Salesforce Integration

September 21, 2020 No Comments

Featured article by Veronica Leo, Independent Technology Author


Companies that thrive are built with the user in mind. The more practical the solution offered by a company, the easier it is selling the idea to a customer.

You can clearly see this by looking at some of the leading organizations in any field. To get ahead in business, you must first identify your customer’s pain points, and then see how your service can solve the solution.

This mindset is what has helped companies like Salesforce and Tableau to the very top of the corporate world. Both these organizations have mastered targeting the client’s pain point and addressing them.

The latest display of this is the recent acquisition of Tableau by Salesforce.

The question remains, what do these companies offer individually, and why is the Tableau integration with Salesforce resources the best news for your business?

The kings of data

Data is one of the most valuable elements of running a business today. According to statistics, about 90% of all your business begins with an online search.

This means you can easily access data of the people interested in your products, and then directly market to them. With quality data, therefore, you can immensely grow your targeted marketing and sales efforts.

Essentially, this is what Tableau has long offered. Referred to as the kings of data, Tableau has helped grow organizations by providing easy to interpret and actionable data.

CRM Revolutionized

The other integral part of your business is how well you can interact with your customers. When you have clear customer communication and management systems, you can grow your customer engagements and encourage feedback.

With an effective customer relationship management system, you’ll easily gather necessary feedback which you can then use to tailor your products.

Salesforce has changed how most businesses operate. It comes with a turnkey of integrated solutions, including accounting planning, sales management, team collaboration, and time management.

Additionally, with the Tableau integration, Salesforce offers essential and practical sales data which you can utilize in a number of ways.

The question then turns to, what does this acquisition mean for your business, and how can you benefit from it?

Benefits of Tableau Salesforce integration

You’ve seen what each of these platforms can do on their own. But does that mean they can work better together to provide value to your organization?

In business, the bottom line is to maximize profit while decreasing expenditure and liability. So, does the joining of these two powerhouses provide any tangible value to your business? Herein are the top benefits you’ll experience after the integration.

1. In-depth data analysis

Both these platforms understand the importance of data to your organization. As such, you can expect to get more comprehensive data from both the platforms that you can then use to boost your marketing and sales efforts.

Moreover, accessing this data has been made simple as the data can be broken down and shared with different teams. This means you can get the full picture, the segment the data to fit each department.

For example, there’s data you can use to grow the marketing team, the customer service team, and even the product development, team.

2. Faster data computation

You will agree that the sooner you can get data about your organization, the better position you’re in to see what’s working and what needs to be changed.

This process has been made simple through the integration of the Tableau platform onto Salesforce.

Now, you can get data in minutes and start acting on it. For instance, on the pre-designed Tableau dashboards, you can receive information on how far your sales team is, and how far from the target they are. And with the help of Salesforce, you can then streamline the sales funnel and improve the power of sales data.

3. Data available for everyone

Most times, the data analysis and comprehension are often left to a few people. These people are tasked with interpreting the data for every department. This process is not only time consuming, but it’s also cumbersome and highly impractical.

The integration has helped solve this problem as everyone can interpret the data on their own and see actionable steps to accomplish the set goals.

The sales team serves as an excellent example for this, when you let a third party interpret the data, they may not fully understand it, or how it should be applied. However, when you get the data directly to the sales team, each person knows what they need to do to reach organizational goals.

At the end of the day, integration between platforms should have you the user as the focal point. While most integrations miss the point, the integration between Tableau and Salesforce is one of the most beneficial as it seeks to solve an existing problem. And with the help of these data solutions, you can easily map out the next steps in your team’s plans.


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