- What's up everybody? (bright music)
I'm Brian Tong, your guide to all things Salesforce,
and this is "Salesforce Explained."
It's a series where an actual human,
yes, that would be me here,
answers all your burning Salesforce questions,
tech jargon, shoo, forget about it, we're not going there.
But don't worry, if I need to throw some terms around,
I'll put it in plain language for you.
Now, make sure to subscribe to the Salesforce channel
and turn on those notifications
so you never miss an episode, because today,
we're talking all things Tableau from Salesforce,
like what the heck is it?
Well, simply put, Tableau from Salesforce
is an analytics platform,
designed to help people see and understand data.
It's like a Swiss Army knife (bell dings)
for data, because Tableau gives you all the tools
(blades swishing) that you need
to transform into a customer company.
We're talking about breaking down all the barriers
that make it a challenge to actually use your data
to get to better decisions and faster, and trust me,
this episode is sharp! (blade swishes)
See what I did there, like knife and sharp?
Okay, well, if you thought data was just for the folks
with data in their actual job description,
I'm here to tell you that today data is everybody's job,
from the big wig and that corner office,
to the intern compiling trends
for the big wig's quarterly report.
But let's face it,
there's a whole heck of a lot of data out there
(computer beeping) from customer sales data
to marketing campaign data (guitar music)
to the number of guitar strings the Foo Fighters
need for their next world tour, and I had to count those.
But it's just hard to make sense of it all,
and it's hard because data is typically trapped in silos
and spreadsheets and systems that do not talk to each other,
making it impossible to actually connect your data.
So you're stuck with tools that aren't up to task.
You can't see the story your data's telling you.
You lack a common platform
that allows you to share your analysis,
making collaboration just a real headache.
And all of these obstacles make it difficult,
if not impossible,
to get the big payoffs that data can deliver,
such as insights that lead to better decision making,
(bells chime) more efficient processes
and you guessed it, an improved bottom line,
and that is where Tableau comes in.
Tableau addresses all these challenges and more
by giving you a fast and easy way to see
and understand all of your customer data.
And with that insight, you can reveal the
(xylophone music) aha
behind all those numbers and wow your customers
with personalized experiences that meet them where they are.
So, let's just imagine this in the real world.
Let's just say that you're a sporting goods wholesaler.
You're about to ship out snowboards, bindings,
and maybe some accessories like hats and goggles
to one of your biggest customers.
(icons popping) And your customer
has 10 shops all over the country
and not every store has the same order.
And then some orders have special instructions like,
"No hats until August,"
or they want "All reorders to ship before November 1st!"
And did I mention that the CFO
(notification dings) needs details yesterday?
Yeah, he's meeting with the bank this afternoon
and needs real-time receivables data,
plus last year's shipping info,
so he can negotiate better terms for a line of credit.
So you open your spreadsheet, (keys clicking)
you look at the totals from previous orders,
the terms, how you shipped orders in the past,
if invoicing is current
and matches the shipping information,
and if there are any other open purchase orders,
(head explodes) I mean, let's be real,
this is a lot to sift through
no matter how many pivot tables you build.
Now, imagine though, if you didn't have to crunch numbers
for the next four hours to make this happen.
What if you could create an interactive data visualization
that told the story with real-time detail
and maybe, even a projection
about what this customer is likely to order
or not order in the future?
We're not talking about a spreadsheet
of columns and rows, no way!
We're talking about visual storytelling
that shows you the entire narrative
in a whole new way, well, like this.
And wow, all of a sudden,
whether you're a CFO or a shipping clerk,
you can see and understand the big picture
in all its Double McTwist detail.
And did I mention that your data visualization
is interactive?
By asking new questions of your data,
you're gonna find new insights,
like if you could split shipments between different carriers
you could reduce your shipping costs by 30%.
Yeah, that's a boss move.
"Okay," so you're saying this, right,
"that's pretty cool.
"I do love data, but what else makes Tableau so special?"
Well, I'm really glad you asked that,
because if you've been watching this video series,
you know that Salesforce makes it possible
for you to deliver all kinds of wow to your customers
with the power of Customer 360.
And now Tableau, (bell dings)
as part of the Salesforce platform
is bringing even more real world value to your business.
So let's take a look at five,
if you'll excuse the expression, really important ways
that Tableau can rock your data world up to 29% faster
than you can say, "Drag, drop and repeat."
Okay, number one, (computer beeps)
Salesforce Data Cloud for Tableau
makes it possible with a single click
to access real-time data within the Salesforce 360
or even from your own systems.
Customer 360, the world's number one real-time CRM,
helps you increase the productivity of your salespeople
and at the same time, slashes service,
marketing, commerce and IT costs.
With Data Cloud as your foundation,
you're going to start seeing more efficiency
and even more opportunities to grow your business.
Can I get a high five?
Okay, I'll give it myself. (squeals and claps)
This, my friends, is why we data.
And number two, (computer beeps)
let's talk about connectivity, legacy systems,
and those old spreadsheets
that we've been talking about can be a headache.
But they're not a deal breaker,
because Tableau brings all your data together,
making it possible
to connect your data sources safely and securely.
Bottom line, no matter where your data lives,
Tableau can connect it.
And just like that, you've got a big picture view
into all of your customer data.
And with this seriously epic superpower,
(grunts) you can take action with confidence.
Now with Tableau, you'll have the insights you need
to quickly understand why, when,
and how to make critical course corrections,
build competitive advantage and better ROI.
And as the song says, "It's about damn time!"
Am I right? I'm right.
Number three, (computer beeps)
collaboration is also a beautiful thing,
and Tableau not only connects your data,
Tableau connects your people, bringing everyone together,
so you and your team can share dashboards,
questions, and explore data together.
And adding Slack to the mix
boosts your connectivity and productivity even further.
And when you're able to bring your apps,
your teams and your partners together,
well, goodbye disconnected workflows
and hello faster, better data-driven decisions.
And this kind of connectivity is an important step
in creating a data culture,
which is another way of saying
that everyone from the C-suite to the call center
is putting data at the center of every decision.
And number four, (computer beeps)
being productive shouldn't be a grind.
Now imagine, okay, for a moment,
how amazing it would be if we could focus more
on finding new ways to delight our customers,
and repetitive tasks just get done automatically.
Well, Tableau eliminates manual processes
with super cool automation features like Einstein Discovery.
This is a powerful artificial intelligence tool
that can sift through millions of rows of data
to find correlations and make predictions.
And don't forget about Ask Data.
Just ask a question and boom! (explosion)
Tableau will respond with an automatic data visualization.
Like, how cool is that?
No mousing around required.
Or what about Explain Data?
With a single click, Explain Data gives you the deets
about the value of any data point.
And thanks to Tableau's very amazing artificial intelligence
and machine learning, everyone can deeply explore their data
without writing a single line of code.
Think of it like your own personal interpreter for data.
Finally, at number five, and speaking of predictions,
did you predict that our next and last point is all about
(computer beeps) predictive analytics,
or what I like to call the Magic 8 Ball for data.
Well, predictive analytics is the future, literally,
and it's available today in Tableau.
Tableau brings you intelligent predictions,
recommendations and flows
for the most critical business questions.
And as my palm reader says, "When you know, ya know."
Tableau by Salesforce makes it happen
by helping you and your team see, share
and understand every data point,
and those insights are the secret sauce
that will help you save time, money
and create new opportunities, all on one trusted platform.
Can you say Tableau for the win, mhm?
Okay, look, I've talked enough,
but the learning doesn't stop here.
Click the link on screen
to learn how Salesforce uses Tableau by Salesforce.
And you know what, we'll see you next time.