Tableau Implementation | Techila Services
Tableau Implementation

Tableau Implementation

Visualize your Salesforce CRM data in an informative and aesthetic manner, understanding all the important insights that help you make important business decisions.
At Techila Global Services, we help you implement the integrated platform of Salesforce Tableau to help you view and understand your valuable database in a simple, automated, and effective manner. We help you obtain valuable analytics and insights pertaining to specific data sets for leveraging your business processes and improving your services.


Our Offerings

Our Salesforce Tableau implementation services are aimed at making sense of your complicated and specific database by providing you with an understandable visualization of the same. We help you blend your CRM data from Customer 360 with other business data for obtaining valuable insights and improved customer understanding.

Tableau Implementation

Connect Your Salesforce Data Seamlessly

Salesforce Tableau provides you with a centralized platform for carrying out all the processes pertaining to Salesforce and Tableau. It helps you integrate your CRM data with an automated data visualization platform for obtaining productive and personalized results. As you connect your Salesforce CRM data with Tableau, you get to focus on the most important metrics and KPIs for specific marketing/sales projects. The integrated platform allows you to take the data tracked on Salesforce and use it to obtain conclusive analytics on Tableau. These analytics help you make important decisions regarding a variety of business processes at every phase, be it lead management, prospecting, account management, pipeline coverage, and many more.

Tableau Viz Lightning Web Component

Integrate personalized Tableau visualizations directly into Salesforce pages with Tableau Viz Lightning Web Component. Once we have got Salesforce Tableau implemented, all you need to do is drag and drop the tool to the required Salesforce page and paste the embedded URL of any Tableau viz for getting started. The tool helps you embed data visualizations from Tableau Server, Tableau Online, or Tableau Public.

You have full control over the manner in which you view your data visualizations. You can adjust the look and feel of the visualization by changing the width, height, and multiple toolbar options. Also, the tool allows you to set up advanced data filtering based on specific information within your database.

Tableau Implementation
Tableau Implementation

Utilizing The AI Power Of Einstein Analytics

Leverage the power of your CRM platform with the help of Einstein Analytics. With this artificial intelligence component used in Salesforce Tableau implementation, you can get your database scanned thoroughly and obtain information like marketing/sales forecasts, customer behavior predictions, and many other fruitful recommendations.

Owing to its easy interface with little to no knowledge of professional coding required, you can incorporate Einstein Analytics in Tableau for better data visualizations and personalized business analytics. Moreover, the AI tool keeps track of all customer activities and informs you about the specific needs and preferences of your customers through an informative and aesthetic visual representation of data.

Dashboard Starters

Dashboard Starters

Obtain actionable data within minutes and connect the same to common enterprise applications for creating advanced, automated, and informative dashboards on Salesforce Tableau using Dashboard Starters.

Dashboard Starters for Salesforce helps you in fine-tuning your sales funnel, improve your sales, marketing, and support teams, and make optimum use of your CRM data for attaining productive results.

Dashboard Starters help you track an array of important metrics, including the size of your sales pipeline, opportunities generated and tracked by your team, loss rate (if any), and many other aspects pertaining to driving better sales.

These dashboards help your sales teams in particular and senior management in getting a complete picture of the organization, mitigating crises, and making important decisions for the future.

Faster And More Reliable Analytics

Salesforce Tableau implementation integrates two powerful entities to help the joint users in availing of the features provided by both of them on a unified platform. Here, the key feature the users obtain is that of carrying out effective analytics.

Salesforce is the market leader when it comes to business CRM platforms and helps users keep a track of all their data in an automated manner. This data can only be utilized in a productive way if it is analyzed properly and proper conclusions are drawn out of the same.

Tableau provides this facility for carrying out business analytics in a faster and reliable manner. For all your sales processes, you can analyze the deals closes, leads managed, and opportunities tracked over a specific period of time. For marketing processes, you can analyze the communication channels used, customers approached, and responses received.

Salesforce Tableau implementation carried out this symbiotic process of utilizing CRM data and analyzing the same to provide the users with conclusive results.

Understanding Your Customers Through Data

Go beyond figures and get a complete understanding of your customers through Salesforce Tableau. The integrated platform helps you take a complete note of the needs and preferences of your customers and provides you with a visual representation of the same.

Based on the metrics and KPIs you are focusing on, Salesforce Tableau implementation assesses all your recorded data and provides you with an understandable visual representation of the same. This not only gives you a conclusive idea pertaining to a specific aspect of your business but also helps you understand your customers better.

Advanced and automated BI and AI tools sense patterns and trends in your database, offering you details about the choices your customers have made and the ones they are likely to make in the future. Also, the platform shows you the communication channels yielding the best results. Once you understand exactly what your customers need, you can tailor your business processes and customer communication according to their specific requirements.

Suitable For All Departments And Clouds

Salesforce Tableau comes with no limit to the amount and kind of data to be recorded, analyzed, and visualized for the users, as long as the data falls within the ecosystem of Salesforce.

The integrated platform can be used almost every major Salesforce offerings and Clouds, each of them serving a specific purpose. Integration with Sales Cloud helps obtain sales analytics, sales forecasts, and other relevant information regarding your leads and opportunities.

Integration with the Marketing Cloud helps the users get visual summaries of the different marketing campaigns created, the number of prospects reached, and the effectiveness of different marketing channels.

Service Cloud integration allows the users to get conclusive visual reports pertaining to the effectiveness of the services provided, the number of cases handled, and the effectiveness of the customer executives. Integration with the Commerce Cloud facilitates personalized order management and keeping a track of customer journeys across multiple storefronts.

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Frequently Asked Questions

Salesforce Tableau is an integrated platform that helps Salesforce users in obtaining productive, informative, and aesthetic visualizations for their data, facilitating business analytics.

It is essentially an integration between a CRM platform (Salesforce) and a data visualization and analytics platform (Tableau). The primary purpose of this platform is to provide Salesforce users with a centralized platform for viewing and analyzing their valuable CRM data without switching to an external service provider.
Why is it beneficial to get Salesforce Tableau implemented?
There are several benefits of getting Salesforce Tableau implemented within your organization, some of which include:

  • A unified and automated platform for data analytics
  • Integration with all major Salesforce Clouds
  • Providing personalized customer services
  • Understanding customers through data
  • Informative, understandable, and aesthetic data visualization
  • Dynamic and customizable dashboards
  • Leveraging the overall functionality of Salesforce
  • Business intelligence and artificial intelligence tools help you make a better sense of your CRM data and provide you with productive insights. These components help you in scanning your database and providing you with sales and marketing forecasts.

    As the BI and AI tools keep a track of all the activities performed by your customers, you can predict the behaviors of your customers and ascertain their buying trends. All this information helps you improve your business processes and provide personalized attention to your clients.
    The cost for Salesforce Tableau depends on the specific tools and features you are willing to avail of. There are three major editions of the platform you can choose from:

    ableau Viewer ($12/user/month) – The most basic version with fundamental dashboards and data visualizations in a simpler user interface.
    Tableau Explorer ($35/user/month) – A little more advanced edition with personalized self-service analytics features.
    Tableau Creator ($70/user/month) – The most advanced edition with a powerful suite of analytical products for supporting end-to-to-end analytics workflow.

    In addition to these editions, you can opt for the Tableau Data Management Add-on and Server Management Add-on for $5.50/user/month and $3/user/month respectively.
    If you are a customer of both Salesforce and Tableau, you can continue contacting your existing support team separately either of the platforms in question. Depending on the issue you are facing, it is advisable to request a joint call if possible.
    Our Process

    We Provide Most Exclusive
    Process For Business



    We connect you with our experts who try to understand your business requirements and challenges that you are facing with your current implementation by asking relevant questions



    We provide the best solution to your complex business challenges by considering what is right for the business and its customers instead of what we think is right. This is a real definition of digital transformation for us.



    We believe in working together rather than for anyone because we all know together we always achieve more. Hence we act as your partners who are responsible for making you and your business successful with the implementation.



    We strive for continuous improvement instead of perfection. Hence we listen to your feedback and according to that, we focus on making improvements continuously within each milestone, sprint, and release.

    Why TECHILA Global Services ?

    Why TECHILA Global Services ?

    Salesforce Development, Salesforce Consulting Service Salesforce is a powerful tool for marketing and promotions. We design and optimize your sales process to maximize cross-selling, up-selling, and deliver effective personalized marketing to your customers and also we are professional development and consulting partners.

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    Chitiz and his team did a great job. Delivered a complex solution on time and on budget. Thank you. I look forward to working with you again soon.



    I have collaborated with many Salesforce development agencies and Techila Global Services has been the absolute best. Not only do they exceed expectations, they apply their vast knowledge and creativity.



    Techila Services was very quick to respond to my need for Senior Salesforce technical resources. They gave me a number of qualified options, and answered all questions during my timezone.


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