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Turn data into action. Make every decision count.
Empower every team across sales, service, and marketing, and every industry with agentic analytics to take action at the point of insights — right in the flow of work.
Accelerate data to insights to action with Tableau and CRM Analytics .
Deliver high-quality data more efficiently.
Unified Data
Make confident, data-driven decisions. With Tableau, humans and agents can act on trusted data powered by Data 360, which unifies data through a zero-copy architecture.
Trusted Context
Get accurate, context-aware insights with AI-powered semantics that unify business definitions.
Explore insights and anticipate needs faster.
Conversational Analytics
Ask questions in natural language and get clear answers. Explore summary insights and best-in-class visualisations together, so you can easily see, understand, and act quicker.
Data Monitoring
Proactively monitor business performance metrics with agents keeping you informed of trends and anomalies.
Native Analytics
Explore contextual insights and intelligent predictions directly in Salesforce CRM with purpose-built analytics from CRM Analytics.
Fuel growth with intelligent actions.
Tableau in Slack
Share live metrics and visualisations, ask questions about your data and get accurate, consistent insights — then take action, right where you work.
Automated Workflows
Take action at the point of insight across the Customer 360 with an integrated workflow engine.
Trusted insights that accelerate business outcomes.
37
%
increase in teams analysing data
39
%
faster delivery of business-driving reports/analytics
33
%
decrease in time required to analyse information
Source: FY26 Salesforce Success Metrics Tableau Highlights. Data is aggregated from 706 customers across nine countries.
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Salesforce analytics from Tableau FAQs
Salesforce ensures trustworthy data through robust data governance, data catalogue, and data preparation tools. All our analytics products are built on the Einstein Trust Layer, which protects your data while enabling responsible AI use across Tableau and the full Salesforce suite.
Salesforce analytics combines the power of Tableau, CRM Analytics, and Agentforce to help businesses turn data into action. It connects disparate data across departments so you can explore insights, build predictive models, and make smarter decisions in real time. It’s designed for everyone, whether you're a seasoned analyst or executive, to see and act on data.
Tableau Next builds on Tableau’s foundation by offering new interactive dashboards, visualisations and AI-powered insights that adapt the insights to how your team works.
It also includes data storytelling, interactive reporting, and automation tools that help teams make better decisions at speed. As it’s built directly into Salesforce, it uses trustworthy data and machine learning to surface trends, recommend actions, and make analytics part of your team's daily conversations.
Tableau lets you visualise data through rich visual analytics software that turns numbers into clear insights.
You can create data sets and explore them through visually pleasing graphs or dashboards. The platform also helps you act on data by embedding analytics into Salesforce CRM and Slack so your team can respond to insights immediately.
Yes. Tableau and CRM Analytics include predictive analytics and artificial intelligence (AI) features that help you anticipate customer needs, forecast sales, and build predictive models without coding.
They work by combining machine learning with natural language tools so you can query your data through chat and get clear explanations for every recommendation.
Tableau is the leading visual analytics software for deep data exploration and data storytelling, while CRM Analytics is built natively inside Salesforce. Both tools use generative AI and self-service analytics to make analysis faster, more accurate, and accessible for everyone.
Yes. Tableau can connect to virtually any system through prebuilt connector tools, including Microsoft Power BI. You can integrate data from your supply chain, marketing, or finance systems, all while ensuring data governance and consistency across your business.
Tableau helps you visualise data clearly and intuitively. You can combine disparate data sources into one view and explore trends through interactive reporting. Using data storytelling, Tableau makes it easy to explain insights and help others act with confidence.