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Salesforce Analytics

Turn data into action. Make every decision count.

Empower every team across sales, service, and marketing, and every industry with agentic analytics to take action at the point of insights — right in the flow of work.

Accelerate data to insights to action with Tableau and CRM Analytics.

Explore insights and anticipate needs faster.

Conversational Analytics

Ask questions in natural language and get clear answers. Explore summary insights and best-in-class visualisations together, so you can easily see, understand, and act quicker.

Data Monitoring

Proactively monitor business performance metrics with agents keeping you informed of trends and anomalies.

Native Analytics

Explore contextual insights and intelligent predictions directly in Salesforce CRM with purpose-built analytics from CRM Analytics.

Fuel growth with intelligent actions.

Data Collaboration

Bring real-time metrics and actionable insights to wherever you work, whether it's Salesforce, Slack, or your favourite third-party apps.

Automated Workflows

Take action at the point of insight across the Customer 360 with an integrated workflow engine.

Trusted insights that accelerate business outcomes.

Source: FY26 Salesforce Success Metrics Tableau Highlights. Data is aggregated from 706 customers across nine countries.

Tableau dashboard displayed on a screen paired with Gartner logo

Learn new skills with free, guided learning on Trailhead.

Keep up with the latest data and analytics trends, insights and conversations.

Take the next step with the world's leading analytics platform.

Salesforce analytics from Tableau FAQs

Tableau is the leading analytics andbusiness intelligence(BI) platform from Salesforce that enables everyone to make better, faster business decisions. A powerful visual-analytics platform, Tableau transforms how individuals and organisations usedata and insightsto solve problems.

Tableau can take data from almost any system — including your Salesforce CRM instance — and provide quick, actionable insights. With the flexibility to deploy on-prem or in the cloud and scale across your organisation, Tableau enables everyone to makedata-driven decisionsand better serve customers. And with the integrations of AI,Tableau Accelerators, andCustomer 360, you can get started fast and stay in the flow of work.

CRM Analytics and Tableau are complementary products from Salesforce. Select the right product for your organisation by determining where your users need to see their insights.

Tableau is an end-to-endanalytics platform for a broad range ofenterprise use cases. If you need a business intelligence solution that provides actionable analytics across all of your business functions and operations, try Tableau.

CRM Analytics is ideal for teams who need analytics and insights deeply integrated into their Salesforce CRM. If you want to augment any Salesforce Cloud with native, actionable insights in your CRM workflow, tryCRM Analytics.


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