Use the power of Data Cloud to drive experiences across the Customer 360

Using Tableau to Drive Data Cloud Visualizations in CRM

Originally aired January 15, 2023

Matt Sinisi, Lead Tableau Solution Engineer, talks about using the Tableau platform to drive data visualizations in Salesforce CRM using Data Cloud data.

As a rising use case in the field, clients are seeking to find innovative ways to surface Data Cloud objects and insights to users on sales teams and in call centers that ensure those teams have access to updated data to drive customer engagement. Matt walks through how Tableau is used to drive these important views of customer data to help our customers sell and services in better ways.

Agenda:
-The value of Data Cloud for Tableau
-Exploring a finished app with AutoCumulus
-How to Build Your Own Experience (Demo)

Slides: https://docs.google.com/presentation/d/12V5r0gqiWgo28lDfDlZjXq6WNWpQ5G2NhPdSPEnOtXE/edit?usp=sharing

Speakers:
Matt Sinisi, Lead Tableau Solution Engineer
Gordon Bothun, Lead Solutions Engineer