From the course: Everybody's Introduction to Tableau (2022)

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CRM analytics

CRM analytics - Tableau Tutorial

From the course: Everybody's Introduction to Tableau (2022)

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CRM analytics

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- Since Salesforce acquired Tableau, we've seen a few changes to the Tableau product family. The most notable example is CRM Analytics. It's worth doing a small history lesson on this one because the name for this feature set has changed a few times. CRM Analytics was previously called Tableau CRM, and that in turn was previously called Einstein Analytics when it lived exclusively in the Salesforce ecosystem. The key thing to note about CRM Analytics is that it's deeply integrated with Salesforce CRM and relies heavily on their capabilities for the platform. As such, it requires a Salesforce CRM license alongside Tableau and this also ensures that data stays within the CRM rather than being ported out into yet another solution. At a high level, CRM Analytics is a tool set designed to help you gather insights from your Salesforce data. You can think of it as an analytic solution native within Salesforce, and in fact…

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