Tableau Next Archives - gettectonic.com
Slack and AI and Time
11Jul

Salesforce Fully Integrates Slack into CRM

Salesforce Fully Integrates Slack into CRM, Unifying Data and Collaboration in a Single Workspace Salesforce is taking its Slack integration to the next level by embedding Slack directly into its CRM, creating a seamless workspace where teams can collaborate, access real-time customer data, and take action—all in one place. The new Salesforce Channels bridge the gap between structured CRM records (Accounts, Opportunities, custom objects) and unstructured Slack conversations, enabling fast, data-driven collaboration between human teams and AI agents. This unified experience eliminates app-switching, keeping work centered in the conversation—not scattered across tools. A New Era of Unified Work: Where Conversations and Data Meet Since acquiring Slack, Salesforce has steadily deepened integration—first bringing Sales data into Slack, then embedding AI agents. Now, Slack is becoming the conversational layer of Salesforce’s AI-powered CRM, structuring work around customers, not just projects. “Salesforce Channels fundamentally change how businesses connect data with decisions,” said Rahul Sharma, Vice President – Sales, Salesforce India. “In fast-growing markets like India, teams need agility. Now, humans and AI agents can collaborate with full context—right inside Salesforce.” Key Innovations: How Salesforce Channels Transform Work Real-World Impact: Efficiency Gains & Use Cases Early adopters report: Use Cases:✅ Close Deals Faster: Sales teams loop in Finance/Legal via a Quote channel, securing real-time approvals without leaving Salesforce.✅ Ramp Up New Hires: AI summarizes historical account discussions, files, and decisions—speeding onboarding.✅ Resolve Customer Issues: Service teams use Order channels to coordinate between warehouse and digital commerce in real time. Tableau Next in Slack: Live Analytics Where Work Happens Launching June 13, Tableau Next in Slack brings interactive dashboards and AI-driven insights directly into conversations. Teams can: Industry Leaders Weigh In “Salesforce Channels have transformed how we swarm on high-priority cases. With AI agents in the flow, we resolve issues at unprecedented speed.”— Christine McHone, Global Slack & Salesforce TMT Leader, Slalom “As a CRO, the impact on speed and clarity is game-changing. We operate with more agility—directly improving customer outcomes.”— Bill Dwoinen, CRO, Mural Availability The Bottom Line: Salesforce isn’t just integrating Slack—it’s redefining how work happens. By merging CRM data, collaboration, and AI agents into a single flow, businesses can act faster, smarter, and with full context. The future of work isn’t just connected; it’s conversational. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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July 11, 2025in Agentforce Platform, Data, Salesforce, Salesforce Slack
Quest to be Data-Driven
18Jun

Data-Driven Decision-Making in the Age of AI

Data-Driven Decision-Making in the Age of AI: How Agentic Analytics is Closing the Confidence Gap The Data Paradox: More Information, Less Confidence Today’s business leaders face a critical challenge: data overload without clarity. Why? The explosion of raw data has outpaced leaders’ ability to interpret it. “Most executives don’t have data analysts on call—or the training to navigate increasingly complex decisions,” says Southard Jones, Chief Product Officer of Tableau. The result? Missed opportunities, slow responses, and decision paralysis. The Solution: Agentic Analytics – BI’s Next Evolution Enter agentic analytics—where autonomous AI agents work alongside users to:✔ Automate tedious data preparation✔ Surface hidden insights proactively✔ Recommend actions in natural language Unlike traditional dashboards (which quickly become outdated), agentic analytics embeds intelligence directly into workflows—Slack, Teams, Salesforce, and more. How It Works: AI Agents as Your Data Copilots Salesforce’s Tableau Next (an agentic analytics solution) leverages AI agents to: “It’s like Waze for business decisions,” says Jones. “You don’t ask for updates—the AI alerts you to critical changes automatically.” The Foundation: Clean, Unified Data Agentic analytics thrives on trusted data. Yet, most companies struggle with: The Fix: Semantic Layer + Data Cloud Tableau’s Semantics Layer bridges the gap between raw data and business meaning, while Salesforce Data Cloud unifies customer and operational data. Together, they: “This isn’t just for analysts,” notes Jones. “It’s for every leader who needs answers—without writing a single SQL query.” Rebuilding Trust in Data Agentic analytics isn’t just changing BI—it’s democratizing it. By:✅ Eliminating manual data grunt work✅ Delivering insights in real time✅ Speaking the language of business users …it’s helping leaders move from uncertainty to action. “The future isn’t dashboards—it’s AI agents working alongside humans,” says Jones. “That’s how we’ll close the confidence gap and unlock innovation.” Ready to transform your data into decisions?Explore Tableau Next and Salesforce Data Cloud. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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June 18, 2025in Data, Salesforce, Salesforce Data Cloud, Salesforce Development Services, Salesforce Implementation Services
AI-Powered Analytics
30May

AI-Powered Analytics

Tableau Next: AI-Powered Analytics That Works Alongside You Businesses today are drowning in data but burning alive in search of insights. With 75% of business leaders pressured to prove data’s value, the need for fast, trustworthy intelligence has never been greater. Enter Tableau Next—Salesforce’s evolution of its analytics platform, now supercharged with agentic analytics. This isn’t just another dashboard tool. It’s an AI collaborator that speeds up the entire data-to-action process, automating tedious tasks and delivering insights in plain language. What Is Agentic Analytics? Instead of static reports, Tableau Next lets users work with AI agents to: How It Works Built on Salesforce Data Cloud, Tableau Next connects securely to enterprise data while keeping it consistent and reliable. Key features: Why It Matters “We’re moving from static reports to AI as a decision-making partner,” says Ryan Aytay, CEO of Tableau. By blending AI with trusted data, Tableau Next makes analytics faster, more proactive, and accessible to everyone—not just data experts. The result? Smarter decisions, less manual work, and real business impact—without the usual data headaches. Key Takeaways:✅ AI does the grunt work – Automates data prep, analysis, and monitoring.✅ Ask questions, get answers – Natural language queries deliver instant insights.✅ Built for trust – Salesforce’s secure, unified data layer keeps AI accurate.✅ From insight to action – Automated workflows help teams respond faster. Tableau Next isn’t just an upgrade—it’s a new way to work with data. And for businesses racing to stay ahead, that could be a game-changer. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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May 30, 2025in Analytics Builder, Data, Enterprise, Google Analytics, Salesforce, Salesforce Data Cloud, Salesforce Tableau
Tableau Next
16May

Tableau Next: The Autonomous Future of Analytics

The way businesses harness data is undergoing a revolution—one where AI-driven insights seamlessly integrate with human decision-making. Tableau Next, the next evolution of Tableau powered by the Salesforce Platform and deeply integrated with Agentforce, is leading this transformation. With AI agents embedded directly into analytics workflows, Tableau Next delivers proactive, predictive, and actionable insights—helping organizations make faster, smarter decisions from trusted, unified data. What is Tableau Next? Tableau Next is the first agentic analytics platform, combining self-service analytics with AI-driven automation to deliver insights where you work. Built on the Salesforce Platform, it offers: ✅ Modular, composable analytics – Reusable components, AI-powered semantics, and consistent data across every workflow.✅ Embedded AI agents – Tableau Agent and Tableau Pulse work together to surface intelligent insights in real time.✅ Trusted, governed data – A unified metadata framework ensures accuracy and transparency.✅ Scalable, secure infrastructure – Powered by Data Cloud and Zero Copy Partner Network for seamless, cost-effective data integration. This isn’t just analytics—it’s autonomous intelligence that evolves with your business. Why Tableau Next? 1. AI Agents Bring Insights Where You Work Most companies struggle with insight overload—critical data gets buried in dashboards, lost in reports, or ignored because it doesn’t fit into daily workflows. Tableau Next changes that by:🔹 Pushing AI-driven insights directly into your workflow—no searching required.🔹 Forecasting trends with predictive and generative AI.🔹 Automating actions—so every team, from analysts to executives, can act faster. 2. Tableau Semantics: Trusted, Context-Rich Data Bad data leads to bad decisions. Tableau Next ensures every insight is grounded in accurate, contextualized data with:🔹 AI-enriched metadata – Business meaning is built into every dataset.🔹 Full data lineage – See where data comes from and how it’s processed.🔹 Consistent business language – No more confusion over metrics or KPIs. 3. Real-Time, Scalable Data Without the Headache Data today is scattered, siloed, and expensive to manage. Tableau Next solves this by:🔹 Connecting to any source—without moving or duplicating data (thanks to Zero Copy Partner Network).🔹 Unifying customer data with Salesforce Data Cloud.🔹 Scaling securely—built on the most trusted platform in enterprise SaaS. 4. Reusable, Composable Analytics for Maximum Flexibility Why rebuild the same dashboards and models repeatedly? Tableau Next introduces:🔹 A marketplace for sharing and discovering reusable analytics assets.🔹 API-driven extensibility—embed analytics into any third-party app.🔹 Custom AI agents tailored to your business needs. The Future of Analytics is Here For 20+ years, Tableau has set the standard for intuitive, powerful analytics. Now, Tableau Next takes it further—integrating AI, automation, and trusted data into every workflow. 🚀 Want to experience it today? Many Tableau Next features are already available in Tableau+, including:✔ Data Cloud for unified data modeling✔ Tableau Semantics for business context✔ Tableau Pulse for personalized metrics✔ Tableau Agent for AI-powered analytics The era of autonomous analytics has arrived. Are you ready? Like1 Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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May 16, 2025in Data, Enterprise, Generative AI, Salesforce, Salesforce Data Cloud
09May

Revolutionizing Analytics: Summer ’25 Release Highlights

Next-Generation Analytics Across Salesforce The Summer ’25 release brings transformative updates to Salesforce’s analytics ecosystem, empowering organizations with smarter insights, enhanced accessibility, and seamless data integration. Here’s what’s new: Tableau Next: The Future of Enterprise Analytics (Available in Enterprise, Performance, and Unlimited editions) A unified analytics powerhouse combining Tableau’s visualization strengths with Data Cloud’s semantic layer and Agentforce’s contextual AI. Key Capabilities: Why It Matters:“Tableau Next represents the first truly agentic analytics platform – where insights automatically trigger business actions,” says Salesforce CPO. Lightning Reports & Dashboards: Smarter Refresh (Generally Available) Pro Tip: Combine selective refresh with new “sticky filters” (Winter ’25) for personalized views. Data Cloud Analytics: Deeper Insights Feature Impact Example Use Case Calculated Insights in Reports Apply AI-generated segments/metrics directly in reports Identify high-value customer cohorts 5-Dimensional Grouping Create granular summary reports Analyze marketing ROI by demographic layers Managed Package Deployment Distribute semantic model reports across orgs Roll out standardized financial reporting New Deployment Option: Migrate analytics via change sets (no API required) CRM Analytics: Performance Boost 🚀 3x Faster Queries 🔒 Secure Cloud Connections ♿ Accessibility First Einstein Discovery Update Retired Feature: Decision Optimization beta (after June 5, 2025)Recommended Alternative: Use Einstein Prediction Builder for optimization scenarios Tableau Ecosystem Updates Product Key Improvement Best For Tableau Cloud New embedded analytics SDK Enterprise deployments Tableau Desktop Enhanced geospatial analysis Advanced users Tableau Prep Smart data cleaning suggestions Data engineers Pro Tip: Embed Tableau dashboards in Lightning pages for contextual decision-making. Getting Started “These analytics innovations reduce time-to-insight by 40% in early adopters,” reports Salesforce Labs. Explore Summer ’25 Analytics DocumentationSchedule Release Readiness Consultation Which analytics upgrade will you implement first? Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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May 9, 2025in Agentforce Platform, Data, Enterprise, Salesforce, Salesforce Flow, Snowflake
What is Up with Salesforce Analytics?
01May

What is Up with Salesforce Analytics?

Tableau/CRM Analytics, Tableau Next, and Marketing Intelligence represent different facets of a unified analytics platform built on the Salesforce ecosystem. They offer various levels of integration and AI-driven capabilities for data analysis and insights, catering to diverse user needs within organizations.  Let’s break it down: Tableau/CRM Analytics (formerly Einstein Analytics): Tableau Next: Marketing Intelligence: Relationship and Integration: In essence, Tableau/CRM Analytics provides a foundational layer for CRM-specific analytics, while Tableau Next and Marketing Intelligence build upon that foundation to offer more advanced and AI-driven insights across the entire organization, according to Salesforce.  Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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May 1, 2025in Data, Marketing Intelligence, Salesforce Tableau
Tableau
15Apr

Tableau’s New AI Agents

Tax day for some, Tableau Agents for others. The new Tableau AI agents will bridge a data confidence gap. Tableau’s New AI Agents Tackle the Growing Data Confidence Crisis A new Salesforce survey reveals a striking paradox in today’s data-driven business landscape: While 85% of U.S. leaders face mounting pressure to support decisions with data, their trust in that data has plummeted by 27% since 2023. To address this crisis, Salesforce is positioning its newly unveiled Tableau Next—an “agentic analytics” platform—as the solution. Formerly known as Tableau Einstein, the AI-powered system introduces three specialized assistants designed to restore confidence in data analysis: The survey of 500+ leaders highlights the urgency: Over half doubt their ability to analyze data independently, yet 85% require insights within 30 minutes for critical decisions. “The demand for real-time data is part of why confidence is eroding,” said Tableau CPO Southard Jones. Meanwhile, 77% say AI’s rise makes data-driven strategies even more essential. Integrated with Salesforce’s Agentforce AI platform, Tableau Next aims to transform analytics from static reports to AI-driven collaboration. “We’re moving beyond dashboards to AI as a decision-making partner,” said CEO Ryan Aytay. “By merging trusted data with intuitive tools, we’re automating the path from insight to action.” The launch marks Tableau’s latest evolution under Salesforce, which acquired the Seattle firm for $15.7 billion in 2019. Despite slowing growth (3% YoY in Q1 vs. 20% in 2023), the push into AI analytics aligns with Salesforce’s broader 9% annual revenue growth. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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April 15, 2025in Data, Salesforce Tableau
Tableau Next
19Feb

Tableau Next

Introducing Tableau Next: Agentic Analytics, Reimagined We’re entering a new era of autonomous analytics—where insights meet action, and data becomes a daily driver of decisions. Tableau Next is at the forefront of this transformation: a next-gen analytics platform that brings AI-powered insights directly into the flow of work. Formerly known as Tableau Einstein, Tableau Next is now built entirely on the Salesforce Platform and deeply integrated with Agentforce, enabling organizations to deliver proactive, personalized insights using trusted, unified data. What Is Tableau Next? Tableau Next is an agentic analytics platform that reinvents self-service BI with a modular, composable architecture. It empowers every department, user, and industry to create agile, contextual analytics experiences—powered by reusable components, semantic AI, and consistent data embedded into every workflow. With Salesforce’s secure, privacy-first foundation, teams can confidently use Tableau Next to make smarter decisions, faster. AI-Powered Insights, Embedded Where You Work In many businesses, valuable insights go unused—buried in dashboards or siloed across systems. Tableau Next changes that by delivering real-time, contextual insights directly where people work. With built-in metrics, predictive forecasting, and generative AI, users can: Features like Tableau Agent and Tableau Pulse combine to power an intelligent, always-on analytics experience—whether you’re a business user, analyst, or IT leader. Data You Can Trust with Tableau Semantics Turning data into value starts with trust. Tableau Next’s semantic layer brings meaning and consistency to your data, making insights easier to discover, understand, and act on. Key capabilities include: Built for Real-Time, Scalable Data Operations Your data lives everywhere—in the cloud, on-prem, across countless systems. Tableau Next connects to it all without duplication or delay. Built on the Salesforce Platform and powered by Data Cloud, Tableau Next offers: This allows you to connect, analyze, and act on data at every touchpoint—without the headaches of traditional data infrastructure. Composable, Reusable Analytics—Your Way Most organizations struggle to reuse dashboards, data models, and workflows across teams. Tableau Next unlocks those assets through an open, API-first design and a new analytics marketplace. Benefits include: This flexibility drives efficiency and supports enterprise-wide customization. Future-Proof Your Data Strategy with Tableau Next With over 20 years of innovation in visual analytics, Tableau now takes a bold leap forward with the intelligence, scalability, and automation needed for today’s data-driven world. Integrated with Agentforce, Data Cloud, and Salesforce AI, Tableau Next ensures that everyone in your business gets the answers—and the actions—they need, right when they need them. Start Using Tableau Next Today Many features of Tableau Next are already available in Tableau+, including: Now’s the time to elevate your data strategy. With Tableau Next, your data works as smart as you do. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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February 19, 2025in Data, Enterprise, Generative AI, Mulesoft, Salesforce
Democratize Data with Einstein Copilot for Tableau
06Nov

What is Einstein in Tableau?

In the context of Tableau, “Einstein” refers to a suite of AI-powered features developed by Salesforce. These features, collectively known as Tableau Einstein, are designed to enhance Tableau’s capabilities by incorporating AI into various aspects of data analysis, from data preparation and visualization to prediction and recommendation.  Here’s a more detailed breakdown: In essence, Einstein in Tableau aims to empower users to make smarter decisions by incorporating AI into their data analysis workflows, providing insights, predictions, and recommendations that would otherwise be difficult or time-consuming to uncover manually. Like Related Posts Who is Salesforce? Who is Salesforce? Here is their story in their own words. From our inception, we’ve proudly embraced the identity of Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more Salesforce Unites Einstein Analytics with Financial CRM Salesforce has unveiled a comprehensive analytics solution tailored for wealth managers, home office professionals, and retail bankers, merging its Financial Read more AI-Driven Propensity Scores AI plays a crucial role in propensity score estimation as it can discern underlying patterns between treatments and confounding variables Read more

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November 6, 2024in Data, Google, Salesforce

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