What is Tableau?

Tableau is a business intelligence platform designed for business users. It encompasses a range of products that facilitate the preparation, visualization, and sharing of data. Its product suite includes Tableau Prep, Tableau Desktop, Tableau Online, and Tableau Server. These tools work cohesively to enable management reporting and data-driven decision-making. Tableau's standalone nature allows it to be utilized independently of other systems or integrated as needed.

What is Salesforce CRM Analytics?

Salesforce CRM Analytics, formerly known as Tableau CRM, is a mobile-optimized platform that enables self-service business intelligence (BI). Designed for accessibility on various devices, including Android and iOS smartphones, desktops, tablets, and smartwatches, it provides users with intuitive tools to organize and present data. Salesforce CRM Analytics supports instant action-taking and offers specialized apps for different business lines.

Functionality and Integration

The service connects seamlessly to multiple data sources across an enterprise. It incorporates advanced analytics with Einstein AI to explore and interpret business data. Dashboards are embeddable within the Salesforce Customer Success Platform, enhancing the usability and integration of analytics in business processes.

Security Features

Salesforce CRM Analytics ensures the security of data with robust controls. This ensures that sensitive business information is protected while empowering users with data insights.

Tableau vs Salesforce CRM Analytics Comparison

Integration with Salesforce Data

Both Tableau and Salesforce CRM Analytics (formerly known as Einstein Analytics) allow integration of Salesforce data with external data. However, Tableau is a broader data visualization and business intelligence platform, while Salesforce CRM Analytics is a self-service platform specifically designed to work within the Salesforce ecosystem.

User Base and Accessibility

Tableau is suitable for users who require advanced analytics and want the ability to share insights with both Salesforce users and non-Salesforce users. In contrast, Salesforce CRM Analytics is tailored for Salesforce users looking to embed and share insights quickly, especially within the Salesforce platform.

Functionality and Usage

Tableau serves as a comprehensive solution for data visualization, catering to users who are not necessarily within the Salesforce platform. It is adept at embedding analytics and action analytics in Salesforce. Salesforce CRM Analytics is a more streamlined solution, focusing on self-service capabilities and quick insight sharing within the Salesforce user base.

Terminology Clarification

It is important to note that Tableau and Salesforce CRM Analytics are distinct services and should not be used interchangeably. Tableau is a component of the broader Tableau platform, whereas Salesforce CRM Analytics is a specific service within the Salesforce ecosystem, designed to enhance the Salesforce user experience.

Why Choose Sourcetable as an Alternative

For organizations seeking a unified platform to visualize and analyze data, Sourcetable offers a compelling alternative to Tableau and Salesforce CRM Analytics. Its spreadsheet-like interface simplifies data manipulation, providing a familiar environment for users to work with their data.

Sourcetable seamlessly aggregates data from multiple sources, enabling users to perform real-time queries. This contrasts with the Salesforce-specific orientation of Tableau CRM and the broader, but still separate, data integration capabilities of Tableau.

Unlike Tableau and Tableau CRM, Sourcetable is not confined to Salesforce users or ecosystems. It allows for the sharing of insights across various platforms, catering to businesses that require flexibility beyond Salesforce-centric analytics.

Moreover, Sourcetable's real-time data extraction from databases into a spreadsheet format offers a direct and efficient approach to data analysis, suitable for users seeking an alternative to the more complex BI platforms like Tableau or the Salesforce-embedded Tableau CRM.