The Data & Analytics Component of Customer 360 – Tableau
Data is the fuel that runs organizations and systems. Salesforce has created an easy way to get the most out of the data stored in Customer 360, using the business intelligence platform, Tableau. Tableau can take any kind of data from almost any system and turn it into actionable insights with the help of intuitive visualizations.
Salesforce also offers a native analytics product called CRM Analytics which allows visual and predictive insights directly in the Salesforce user interface, including Account and Opportunity pages. Einstein Discovery feature provides AI-enabled insights and decision-making capabilities.
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Salesforce as a Source of Truth
If Salesforce is more than just a CRM, its position as a system of record in your organization becomes more valuable. With great responsibilities, comes great power! And when you have more power, you need more integrations! External platforms outside the bounds of Customer 360 will in fact empower the model, and you may have legacy systems that you can’t yet rip and replace.
Here are a few ways to extend Customer 360 outside of the Salesforce family: