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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
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
salesforce agentforce ai powered agentic agents
09Dec

Agentforce AI Transforming the Workplace

AI is Transforming the WorkplaceArtificial intelligence is revolutionizing how businesses operate. By driving productivity, efficiency, and scalability, AI agents are unlocking new possibilities in the modern business landscape. However, achieving AI’s full potential requires navigating a complex web of data sources, workflows, and legacy systems. Enter Agentforce, a complete AI system for enterprises unveiled at Dreamforce. This agentic platform integrates data, automation, and human collaboration into a unified solution, enabling organizations to scale autonomous AI agents across their operations using low-code tools. Here are five key takeaways from Dreamforce to help organizations leverage AI agents to transform business operations and software development. 1. An Agentic Platform is Crucial for Building Exceptional AI Agents “What we build and how we build it is changing dramatically in this world of AI.”— Alice Steinglass, Executive Vice President and General Manager, Salesforce Platform CEOs are increasingly prioritizing AI, recognizing its potential to solve complex problems and enhance experiences for employees, partners, and customers. However, many teams face significant challenges in meeting AI demands safely and effectively. Issues such as disconnected data, IT backlogs, tech debt, and limited resources create a gap between AI ambition and execution. Agentforce addresses these challenges by providing an integrated platform that connects data, AI, automation, and humans. During the Platform keynote, a live demo showcased how an Agentforce agent streamlined casting for a fictional sports reality TV show, “Hooping with the Stars.” The agent seamlessly integrated audition videos, casting data, and applicant details, enabling faster, more informed decisions. This demo highlighted the potential of an agentic platform to turn challenges into opportunities, empowering organizations to build secure, dynamic AI agents. 2. Low-Code Tools Make AI Agents Accessible to Everyone “The true value is about getting work done. Agents being able to take action is what empowers employees and drives customer success.”— Claire Cheng, Vice President of Software Engineering AI agents surpass traditional chatbots by not only answering questions but also making decisions and taking actions. This capability is transforming customer and employee experiences by eliminating repetitive tasks and enabling teams to focus on higher-value activities. For example, Wiley, a global leader in education and research, deployed Agentforce agents to handle routine inquiries. Within weeks, these agents improved case resolution rates by over 40%, outperforming the company’s previous chatbot solution. Despite their sophistication, Agentforce agents are easy to build. With no-code and low-code tools like Agent Builder and Prompt Builder, businesses can create agents tailored to their unique needs, enabling even non-technical users to innovate without technical headaches. 3. Unified Data Enhances Accuracy and Intelligence of AI Agents “By analyzing unstructured data, you can uncover deeper patterns and sentiments that structured data alone might miss, leading to better personalization and decision-making.”— Taraneh Whitefield, Senior Director, Product Marketing Data is the foundation of effective AI strategies. Salesforce’s Data Cloud has become a leader in addressing data challenges by eliminating silos and simplifying data integration. This year’s introduction of the Data Cloud Vector Database marked a significant milestone. The platform now enables the integration of unstructured data — such as PDFs, videos, and audio files — alongside structured data, offering a complete 360-degree view of customers. For example, Mascoma Bank leveraged Data Cloud to consolidate data from 66 legacy systems. This streamlined sales workflows and improved personalized recommendations, reducing manual data handling by 45 minutes per loan application. 4. API-Led Integration is Essential for Scalable AI Systems “The world of AI is truly the world of APIs.”— Param Kahlon, EVP/GM, Automation & Integration, Salesforce The success of AI depends on seamless integration. Organizations often manage hundreds of applications with unique update schedules and security requirements, making integration a critical challenge. MuleSoft’s API-led approach provides a solution, allowing organizations to unlock data from disparate systems. With the introduction of MuleSoft Topic Center, developers can now package APIs and metadata into actionable “Topics” for Agentforce agents. This innovation simplifies building agents that can interact with enterprise systems, as demonstrated in a live demo featuring Aston Martin’s VIP vehicle customization experience. 5. Better Decision-Making Depends on Empowering People with the Right Data “I’m free to focus on the things that really, really matter to me.”— Anya A’Hearn, Hall of Fame Tableau Visionary Efficient decision-making relies on fast access to actionable insights. Tools like Tableau Einstein, Tableau Pulse, and Tableau Agent empower users to interact with data through natural language queries. For instance, with Tableau Agent, users can ask questions in plain language, and the agent will create visualizations instantly. Tasks that once took hours now take minutes, freeing up time for more strategic decision-making. Empowering Autonomous Agents with Data, AI, and Automation The future of AI is here, and it hinges on the seamless integration of data, automation, and human expertise. Agentforce, alongside Salesforce Platform, Data Cloud, MuleSoft, and Tableau, is equipping organizations with the tools to harness AI’s full potential — whether it’s 24/7 customer service, automated workflows, or real-time data visualization. Discover how Agentforce can revolutionize your business today. 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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December 9, 2024in Artificial Intelligence, Data, Enterprise, Mulesoft, Salesforce
dbt Labs and Salesforce
08Oct

dbt Labs and Salesforce

dbt Labs, a leader in analytics engineering, announced at Coalesce 2024 a groundbreaking partnership with Salesforce to integrate Salesforce Data Cloud’s AI, automation, and analytics capabilities with dbt Labs’ expertise in data transformation and metrics management. This collaboration aims to deliver a seamless, trustworthy, and comprehensive data experience for users. “Together, Salesforce and dbt Labs are redefining what’s possible with data,” said Ryan Segar, Chief Customer Officer at dbt Labs. “By integrating our solutions, we’re helping customers accelerate their analytics development journey, delivering powerful, flexible data insights that drive better business outcomes.” The partnership offers Salesforce Data Cloud, Tableau, and Agentforce users access to dbt Labs’ robust data transformation pipeline, ensuring high data accuracy, quality, and reliability. An independent metrics layer from dbt Labs will allow Salesforce and Tableau users to define, manage, and standardize key business metrics, providing consistent and comparable insights across platforms. This supports confident, data-driven decision-making directly within the flow of work. New integrations include the ability to connect dbt Semantic Layer with Tableau Pulse, export metrics from dbt Cloud to Tableau Cloud, and leverage dbt models within Tableau and Einstein. Future integrations will explore features such as alignment with Tableau Semantics and enabling instant Tableau analytics from the dbt Cloud console. Ali Tore, Senior Vice President of Advanced Analytics at Salesforce, emphasized the benefits of this collaboration: “By combining the strengths of dbt with Salesforce Data Cloud, we’re empowering customers with AI-powered insights built on a foundation of trusted, reliable data. This integration unlocks the full potential of their data to drive impactful business outcomes.” With over 50,000 teams already using dbt, Salesforce customers can now leverage advanced data modeling techniques trusted by leading global organizations. This partnership offers scalable, robust data modeling directly within Salesforce Data Cloud, benefiting both technical and non-technical users alike. 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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October 8, 2024in Data, Salesforce, Salesforce Data Cloud
Salesforce AI Evolves with the Generative AI Landscape
27Sep

Salesforce AI Evolves with the Generative AI Landscape

Salesforce AI: Powering Customer Relationship Management Salesforce is a leading CRM solution that has long delivered cutting-edge cloud technologies to manage customer relationships effectively. In recent months, the platform has further advanced with the integration of generative AI and AI-powered features, primarily through its AI engine, Einstein. Salesforce AI Evolves with the Generative AI Landscape. To explore how AI operates within the Salesforce ecosystem and how various business teams can leverage these innovations, this guide delves into Salesforce’s AI capabilities, products, and features. Salesforce AI: Transforming CRM Capabilities Salesforce remains a top choice in the CRM software market, offering one of the most comprehensive solutions for managing relationships across departments, industries, and initiatives. Through dedicated cloud platforms, Salesforce enables teams to oversee marketing, sales, customer service, e-commerce, and more, with tools focused on delivering enhanced customer experiences supported by powerful data analytics. With the introduction of generative AI, Salesforce has significantly elevated its native automation, workflow management, data analytics, and assistive capabilities for customer lifecycle management. Einstein Copilot exemplifies this innovation, aiding internal users with tasks such as outreach, analysis, and improving external user experiences. What is Salesforce Einstein? Salesforce Einstein is an AI-driven suite of tools integrated natively into various Salesforce Cloud applications, including Sales Cloud, Marketing Cloud, Service Cloud, and Commerce Cloud. It also operates through assistive technologies like Einstein Copilot. Einstein is built on a multitenant platform and incorporates numerous automated machine learning features to unify organizational data with CRM capabilities. Designed to make intelligent, data-driven decisions, Einstein requires no additional installation, offering a seamless user experience when paired with a compatible subscription plan. 7 Key Features of Salesforce Einstein 7 Applications of Salesforce Einstein Future Trends in Salesforce AI Bottom Line: Salesforce AI Evolves with the Generative AI Landscape Salesforce continues to enhance its AI-powered features, keeping pace with advancements in generative and predictive AI. Whether new to the platform or a seasoned user, Salesforce offers innovative, AI-centric solutions to streamline customer relationship management and business operations. 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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September 27, 2024in AI Tools, Data, Einstein 1 Platform, Enterprise, Generative AI, Mulesoft, Salesforce, Salesforce Einstein
Tableau Einstein is Here
22Sep

Tableau Einstein is Here

Tableau Einstein marks a new chapter for Tableau, transforming the analytics experience by moving beyond traditional reports and dashboards to deliver insights directly within the flow of a user’s work. This new AI-powered analytics platform blends existing Tableau and Salesforce capabilities with innovative features designed to revolutionize how users engage with data. The platform is built around four key areas: autonomous insight delivery through AI, AI-assisted development of a semantic layer, real-time data access, and a marketplace for data and AI products, allowing customers to personalize their Tableau experience. Some features, like Tableau Pulse and Tableau Agent, which provide autonomous insights, are already available. Additional tools, such as Tableau Semantics and a marketplace for AI products, are expected to launch in 2025. Access to Tableau Einstein is provided through a Tableau+ subscription, though pricing details remain private. Since being acquired by Salesforce in 2019, Tableau has shifted its focus toward AI, following the trend of many analytics vendors. In February, Tableau introduced Tableau Pulse, a generative AI-powered tool that delivers insights in natural language. In July, it also rolled out Tableau Agent, an AI assistant to help users prepare and analyze data. With AI at its core, Tableau Einstein reflects deeper integration between Tableau and Salesforce. David Menninger, an analyst at Ventana Research, commented that these new capabilities represent a meaningful step toward true integration between the two platforms. Donald Farmer, founder of TreeHive Strategy, agrees, highlighting that while the robustness of Tableau Einstein’s AI capabilities compared to its competitors remains to be seen, the platform offers more than just incremental add-ons. “It’s an impressive release,” he remarked. A Paradigm Shift in Analytics A significant aspect of Tableau Einstein is its agentic nature, where AI-powered agents deliver insights autonomously, without user prompts. Traditionally, users queried data and analyzed reports to derive insights. Tableau Einstein changes this model by proactively providing insights within the workflow, eliminating the need for users to formulate specific queries. The concept of autonomous insights, represented by tools like Tableau Pulse and Agentforce for Tableau, allows businesses to build autonomous agents that deliver actionable data. This aligns with the broader trend in analytics, where the market is shifting toward agentic AI and away from dashboard reliance. Menninger noted, “The market is moving toward agentic AI and analytics, where agents, not dashboards, drive decisions. Agents can act on data rather than waiting for users to interpret it.” Farmer echoed this sentiment, stating that the integration of AI within Tableau is intuitive and seamless, offering a significantly improved analytics experience. He specifically pointed out Tableau Pulse’s elegant design and the integration of Agentforce AI, which feels deeply integrated rather than a superficial add-on. Core Features and Capabilities One of the most anticipated features of Tableau Einstein is Tableau Semantics, a semantic layer designed to enhance AI models by enabling organizations to define and structure their data consistently. Expected to be generally available by February 2025, Tableau Semantics will allow enterprises to manage metrics, data dimensions, and relationships across datasets with the help of AI. Pre-built metrics for Salesforce data will also be available, along with AI-driven tools to simplify semantic layer management. Tableau is not the first to offer a semantic layer—vendors like MicroStrategy and Looker have similar features—but the infusion of AI sets Tableau’s approach apart. According to Tableau’s chief product officer, Southard Jones, AI makes Tableau’s semantic layer more agile and user-friendly compared to older, labor-intensive systems. Real-time data integration is another key component of Tableau Einstein, made possible through Salesforce’s Data Cloud. This integration enables Tableau users to securely access and combine structured and unstructured data from hundreds of sources without manual intervention. Unstructured data, such as text and images, is critical for comprehensive AI training, and Data Cloud allows enterprises to use it alongside structured data efficiently. Additionally, Tableau Einstein will feature a marketplace launching in mid-2025, which will allow users to build a composable infrastructure. Through APIs, users will be able to personalize their Tableau environment, share AI assets, and collaborate across departments more effectively. Looking Forward As Tableau continues to build on its AI-driven platform, Menninger and Farmer agree that the vendor’s move toward agentic AI is a smart evolution. While Tableau’s current capabilities are competitive, Menninger noted that the platform doesn’t necessarily set Tableau apart from competitors like Qlik, MicroStrategy, or Microsoft Fabric. However, the tight integration with Salesforce and the focus on agentic AI may provide Tableau with a short-term advantage in the fast-changing analytics landscape. Farmer added that Tableau Einstein’s autonomous insight generation feels like a significant leap forward for the platform. “Tableau has done great work in creating an agentic experience that feels, for the first time, like the real deal,” he said. Looking ahead, Tableau’s roadmap includes a continued focus on agentic AI, with the goal of providing each user with their own personal analyst. “It’s not just about productivity,” said Jones. “It’s about changing the value of what can be delivered.” Menninger concluded that Tableau’s shift away from dashboards is a reflection of where business intelligence is headed. “Dashboards, like data warehouses, don’t solve problems on their own. What matters is what you do with the information,” he said. “Tableau’s push toward agentic analytics and collaborative decision-making is the right move for its users and the market as a whole.” 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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September 22, 2024in Data, Enterprise, Generative AI, Salesforce
Pulse for Salesforce
24Aug

Pulse for Salesforce

Salesforce Unveils Pulse for Salesforce: Integrating Tableau Analytics with CRM to Revolutionize Data-Driven Decision-Making In today’s data heavy business world, where data-driven decision-making is essential for success, the fusion of advanced analytics with customer relationship management (CRM) systems is more crucial than ever. Addressing this need, Salesforce has introduced Pulse for Salesforce, a groundbreaking tool that integrates Tableau’s powerful analytics directly into the Salesforce CRM environment. Meeting the Demand for Actionable Insights This launch aligns with a broader trend in the business intelligence (BI) market, where companies strive to make data analytics more accessible and actionable for non-technical users. Recent studies indicate that while 80% of business leaders view data as critical to decision-making, nearly one-third feel overwhelmed by the sheer volume of information available. Moreover, 91% of these leaders believe their organizations would significantly benefit from generative AI (Gen AI) technologies. Pulse for Salesforce marks a significant milestone in Salesforce’s ongoing strategy following its $15.7 billion acquisition of Tableau in 2019. Tableau, a leader in data visualization and BI since its founding in 2003, has been central to Salesforce’s mission of enhancing customer data management and analysis. The integration of Tableau’s capabilities within Salesforce’s CRM platform represents a major step forward in providing a comprehensive, data-driven solution. Ryan Aytay, President and CEO of Tableau, on the New Integration “Historically, sales leaders and teams have lacked personalized, accessible data insights in their daily flow of work, and analysts often spend considerable time on ad hoc requests and repetitive queries, slowing down decision-making and business growth,” says Ryan Aytay, CEO of Tableau. “By integrating Tableau Pulse’s AI-driven insights into Salesforce, we’re addressing these needs and enhancing data-driven decision-making to help businesses accelerate growth.” Boosting CRM Productivity with Salesforce’s AI Platform Pulse for Salesforce is built on Salesforce’s Einstein 1 AI Platform and leverages Gen AI to provide contextual metrics and insights directly within the Salesforce interface. This seamless integration streamlines decision-making for sales teams by reducing the need for manual data searches or reliance on analysts for ad-hoc queries. Key Features of Pulse for Salesforce Practical Applications and Data Security A practical application of Pulse for Salesforce is performance monitoring. Sales leaders can track team win rate trends directly from their homepage, quickly identifying areas or individuals needing additional support. Similarly, individual sales representatives can monitor their conversion rates and use natural language queries to analyze data by industry, potentially leading to more targeted sales efforts. The integration also addresses data security concerns, a critical issue in the age of AI-powered analytics. Pulse for Salesforce employs the Einstein Trust Layer, a secure AI architecture built into the Einstein 1 Platform, ensuring that customer data remains protected while benefiting from the advanced capabilities of generative AI. Collaboration Salesforce partnered with key industry players and partners to bring this innovative solution to market. With Pulse for Salesforce, organizations can now fully harness the power of integrated analytics and CRM to drive informed decision-making, enhance productivity, and ultimately accelerate business growth. 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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August 24, 2024in Einstein 1 Platform, Einstein Insights, Generative AI, Salesforce Development Services, Salesforce Einstein, Salesforce Optimization, Salesforce Tableau
Generative AI for Tableau
11Jul

Generative AI for Tableau

Tableau’s first generative AI assistant is now generally available. Generative AI for Tableau brings data prep to the masses. Earlier this month, Tableau launched its second platform update of 2024, announcing that its first two GenAI assistants would be available by the end of July, with a third set for release in August. The first of these, Einstein Copilot for Tableau Prep, became generally available on July 10. Tableau initially unveiled its plans to develop generative AI capabilities in May 2023 with the introduction of Tableau Pulse and Tableau GPT. Pulse, an insight generator that monitors data for metric changes and uses natural language to alert users, became generally available in February. Tableau GPT, now renamed Einstein Copilot for Tableau, moved into beta testing in April. Following Einstein Copilot for Tableau Prep, Einstein Copilot for Tableau Catalog is expected to be generally available before the end of July. Einstein Copilot for Tableau Web Authoring is set to follow by the end of August. With these launches, Tableau joins other data management and analytics vendors like AWS, Domo, Microsoft, and MicroStrategy, which have already made generative AI assistants generally available. Other companies, such as Qlik, DBT Labs, and Alteryx, have announced similar plans but have not yet moved their products out of preview. Tableau’s generative AI capabilities are comparable to those of its competitors, according to Doug Henschen, an analyst at Constellation Research. In some areas, such as data cataloging, Tableau’s offerings are even more advanced. “Tableau is going GA later than some of its competitors. But capabilities are pretty much in line with or more extensive than what you’re seeing from others,” Henschen said. In addition to the generative AI assistants, Tableau 2024.2 includes features such as embedding Pulse in applications. Based in Seattle and a subsidiary of Salesforce, Tableau has long been a prominent analytics vendor. Its first 2024 platform update highlighted the launch of Pulse, while the final 2023 update introduced new embedded analytics capabilities. Generative AI assistants are proliferating due to their potential to enable non-technical workers to work with data and increase efficiency for data experts. Historically, the complexity of analytics platforms, requiring coding and data literacy, has limited their widespread adoption. Studies indicate that only about one-quarter of employees regularly work with data. Vendors have attempted to overcome this barrier by introducing natural language processing (NLP) and low-code/no-code features. However, NLP features have been limited by small vocabularies requiring specific business phrasing, while low-code/no-code features only support basic tasks. Generative AI has the potential to change this dynamic. Large language models like ChatGPT and Google Gemini offer extensive vocabularies and can interpret user intent, enabling true natural language interactions. This makes data exploration and analysis accessible to non-technical users and reduces coding requirements for data experts. In response to advancements in generative AI, many data management and analytics vendors, including Tableau, have made it a focal point of their product development. Tech giants like AWS, Google, and Microsoft, as well as specialized vendors, have heavily invested in generative AI. Einstein Copilot for Tableau Prep, now generally available, allows users to describe calculations in natural language, which the tool interprets to create formulas for calculated fields in Tableau Prep. Previously, this required expertise in objects, fields, functions, and limitations. Einstein Copilot for Tableau Catalog, set for release later this month, will enable users to add descriptions for data sources, workbooks, and tables with one click. In August, Einstein Copilot for Tableau Web Authoring will allow users to explore data in natural language directly from Tableau Cloud Web Authoring, producing visualizations, formulating calculations, and suggesting follow-up questions. Tableau’s generative AI assistants are designed to enhance efficiency and productivity for both experts and generalists. The assistants streamline complex data modeling and predictive analysis, automate routine data prep tasks, and provide user-friendly interfaces for data visualization and analysis. “Whether for an expert or someone just getting started, the goal of Einstein Copilot is to boost efficiency and productivity,” said Mike Leone, an analyst at TechTarget’s Enterprise Strategy Group. The planned generative AI assistants for different parts of Tableau’s platform offer unique value in various stages of the data and AI lifecycle, according to Leone. Doug Henschen noted that the generative AI assistants for Tableau Web Authoring and Tableau Prep are similar to those being introduced by other vendors. However, the addition of a generative AI assistant for data cataloging represents a unique differentiation for Tableau. “Einstein Copilot for Tableau Catalog is unique to Tableau among analytics and BI vendors,” Henschen said. “But it’s similar to GenAI implementations being done by a few data catalog vendors.” Beyond the generative AI assistants, Tableau’s latest update includes: Among these non-Copilot capabilities, making Pulse embeddable is particularly significant. Extending generative AI capabilities to work applications will make them more effective. “Embedding Pulse insights within day-to-day applications promises to open up new possibilities for making insights actionable for business users,” Henschen said. Multi-fact relationships are also noteworthy, enabling users to relate datasets with shared dimensions and informing applications that require large amounts of high-quality data. “Multi-fact relationships are a fascinating area where Tableau is really just getting started,” Leone said. “Providing ways to improve accuracy, insights, and context goes a long way in building trust in GenAI and reducing hallucinations.” While Tableau has launched its first generative AI assistant and will soon release more, the vendor has not yet disclosed pricing for the Copilots and related features. The generative AI assistants are available through a bundle named Tableau+, a premium Tableau Cloud offering introduced in June. Beyond the generative AI assistants, Tableau+ includes advanced management capabilities, simplified data governance, data discovery features, and integration with Salesforce Data Cloud. Generative AI is compute-intensive and costly, so it’s not surprising that Tableau customers will have to pay extra for these capabilities. Some vendors are offering generative AI capabilities for free to attract new users, but Henschen believes costs will eventually be incurred. “Customers will want to understand the cost implications of adding these new capabilities,”

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July 11, 2024in Generative AI, Salesforce Data Cloud
Tableau Cloud Hyperforce
26Jun

Tableau Cloud Hyperforce

What to Know About Tableau Cloud Migration to Hyperforce Tableau Cloud is transitioning to Hyperforce, Salesforce’s next-generation infrastructure for the public cloud, in the second half of 2024. This shift promises enhanced security, scalability, and compliance, allowing customers to better manage data residency and adhere to local regulations. Here’s a closer look at what Hyperforce is, the benefits it brings to Tableau Cloud, and how to learn more about this significant upgrade. What is Hyperforce? Hyperforce is Salesforce’s advanced infrastructure architecture tailored for the public cloud. It marks a significant technological advancement, enabling applications to perform with greater security and efficiency. Unlike traditional hardware-dependent setups, Hyperforce is built on a foundation of code, allowing seamless deployment across global regions. This flexibility ensures effective data residency management and compliance with local laws. This might be a good time to consider moving to Tableau Cloud. Shifting workloads to software-as-a-service (SaaS) solutions has been an increasing priority for organizations for years. As we build for a world facing new economic challenges and uncertainty, executives have increasingly looked to Tableau Cloud, our SaaS offering, to help them develop their own competitive advantages, easily scale, and maximize efficiency. Flexera’s 2023 State of the Cloud reports that 51% of data is now in the public cloud, and nearly half of their survey respondents indicated their organization plans to move from on-premises software to SaaS. More and more organizations are turning to cloud solutions to reduce operational costs and drive their own digital transformation. Benefits of Tableau Cloud on Hyperforce When Tableau Cloud transitions to Hyperforce, customers will experience immediate benefits while retaining the familiar user experience and functionality. Here’s what to expect: Leveraging Salesforce Innovations Hyperforce enables Tableau Cloud to integrate more effectively with Salesforce’s existing innovations and integrations, fostering faster innovation. A notable example is Tableau Cloud Private Connect, which allows secure connections between Tableau Cloud and popular cloud data warehouses and lakes via a private connection, enhancing data transit security. Learning More About the Migration To delve deeper into Salesforce’s Hyperforce platform and the Tableau Cloud migration, refer to the Hyperforce FAQ and the Tableau Cloud Hyperforce Migration article. This migration marks an exciting phase for Tableau Cloud, promising unparalleled scalability, security, and compliance. The enhanced regional availability and compliance standards will enable more organizations worldwide to leverage Tableau Cloud, while the platform’s flexibility will spur faster AI-powered analytics innovations. For those interested in the technical details and implications of this transition, contact Tectonic today. Tableau Cloud is always on the latest version Tableau, which means you get access all of the innovations as soon as they’re available. That means all Tableau AI features that we develop are available to your data community right away. As transformational technologies like LLMs are integrated into Tableau Pulse, your teams can use them to stay up to date on all the most essential metrics immediately. 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 26, 2024in Hyperforce, Salesforce Optimization, Salesforce Tableau
summer 24 analytics release notes
24Apr

Summer 24 Analytics Release Notes

Analytics summer 24 enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau. Summer 24 Analytics Release Notes. 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 24, 2024in Salesforce, Salesforce Marketing Cloud, Salesforce Tableau
Tableau's Einstein Copilot
14Jan

Tableau’s Einstein Copilot

Tableau’s Einstein Copilot: Streamlining Data Analysis with AI Tableau, on its mission to empower individuals in comprehending and interpreting their data for over two decades, has found success thanks to data analysts. These professionals, integral to organizations fostering a data-centric culture, capture business requirements, prepare data, and craft data content for end users. While data analysis and data-driven decision-making have become commonplace in organizational discourse, not everyone with a stake in data utilization holds the title of “analyst.” Many individuals, those of us at Tectonic included, leverage data daily to make informed decisions. The advent of generative AI presents a compelling opportunity to bring transformative benefits to analytics. Businesses are keen to embrace generative AI due to its time-saving capabilities, faster insights, and the potential to empower analysts further through an AI assistant, allowing them to focus on delivering high-quality, data-driven insights. Facilitating this transformation is Einstein Copilot in Tableau. Tableau’s Einstein Copilot Einstein Copilot in Tableau harnesses generative AI and statistical analysis to understand the context of your data. It creates and suggests relevant business questions, kickstarting your analysis. As a smart, conversational assistant for Tableau users, Einstein Copilot automates data curation—organizing and integrating data from diverse sources—by generating calculations and metadata descriptions. Einstein Copilot fills data gaps, enhances analysis with synthetic datasets in the absence of real data, anticipates outcomes through predictive analytics, and ensures data privacy by generating non-traceable data for analysis. It upholds the promise of generative AI, offering an efficient, insightful, and ethical approach to data analytics—an intelligent assistant seamlessly integrated into the Tableau suite for users at all levels of expertise. Accelerating Insights with Ease With thousands of features, Tableau simplifies the data analysis process. Einstein Copilot, through in-product assistance, allows users to ask questions in natural language. From data preparation to writing calculations and formatting worksheets and dashboards in line with company brand guidelines, Einstein Copilot automates many time-consuming, repetitive tasks, boosting analyst productivity and speeding up time-to-insights. Jumpstarting Data Exploration Einstein Copilot is an invaluable tool for both data-savvy end users and professionals. It enables users to ask in-depth questions about data insights without requiring intricate Tableau technical knowledge. In the worksheet, recommended questions based on the data source’s metadata facilitate data analysis. Einstein Copilot’s step-by-step guidance aids new data professionals in learning Tableau effectively while offering opportunities for both novice and experienced users to enhance their skills. Enhancing Visualization Quality Einstein Copilot provides built-in visual best practice guidance, enabling users to format visualizations using simple natural language prompts and simplifying complex, time-consuming tasks. Crucially, human involvement remains a vital part of the process, ensuring thorough checks before accepting any proposed responses. Whether exploring data or creating dashboards, users can confidently navigate each step with assistance always available. Privacy, Security, and Accuracy Built with privacy, security, and accuracy in mind, Einstein Copilot assures users of a reliable AI-powered assistant. Future updates will introduce Pulse Metrics generation, Slack integration for sharing insights, and additional context to insights before sharing them. Einstein Copilot in Tableau is set to be generally available in Summer ’24 with Tableau 2024.2. For those interested in participating in the pilot, a form is available for sign-up in Spring ’24. Witness the transformative potential of Einstein Copilot in Tableau through the demo showcasing its ability to revolutionize analytics. By Tectonic’s Salesforce Marketing Consultant, Shannan Hearne Like1 Related Posts 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 Salesforce AI Einstein Next Best Action Salesforce AI Einstein Next Best Action is a feature designed to identify the most effective actions available to agents and Read more Einstein Relationship Insights ERI, serves as an AI-powered research assistant, enhancing sales processes. ERI operates as a desktop plugin with a browser extension, Read more Joined Datasets in B2B Marketing Analytics B2BMA empowers users to generate additional datasets using the data manager. This process involves creating datasets in various ways, such Read more

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January 14, 2024in Einstein Insights, Salesforce Tableau
Salesforce Tableau Pulse
02Dec

Tableau Pulse

Tableau Pulse, fueled by Tableau Artificial Intelligence and exclusive to Tableau Cloud, revolutionizes the data ingestion experience. The ability to empower business users with intelligent, personalized insights seamlessly integrated into their workflows. Whereas once upon a time AI for the lay user was about as friendly as asking Siri a question which she Googles for an answer and reads back to you. It saves a few clicks and a little typing, but it isn’t exactly thinking outside of the box – or phone. In the current data analytics demanding world, characterized by generative AI, the Internet of Things (IoT), and automation, the landscape is evolving. Data is at the core of these transformative technologies, and our interaction with said data is changing rapidly. As businesses worldwide confront an inflection point, embracing data-driven decision-making becomes crucial for staying competitive and building robust customer relationships. Tableau Pulse is a reimagined data experience, democratizing data accessibility for all users, irrespective of their familiarity with data visualization tools. Exclusively available to Tableau Cloud users, Tableau Pulse harnesses Tableau AI’s power to deliver more personalized, contextual, and intelligent data experiences in an easy-to-understand format. Key Features of Tableau Pulse: Upcoming Tableau Pulse Features in 2024: Tableau Pulse aims to breathe new life into analytics for everyone, capitalizing on the potential of generative AI, automation, and sensors to redefine how businesses interact with data. In a landscape where success hinges on data utilization, Tableau Pulse is poised to empower every employee with personalized, contextual, and intelligent insights directly within their workflow, fostering a truly data-driven organizational culture. Imaging the industry specific use cases for travel and tourism, manufacturing, health and life sciences, and the public sector? If you have data you aren’t able to utilize, reach out to Tectonic today to discover how Tableau Pulse could solve your challenges. 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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December 2, 2023in Life Sciences Cloud, Salesforce Health and Life Sciences Solutions, Salesforce Hospitality Travel and Transportation, Salesforce Manufacturing Automotive Energy, Salesforce Tableau
Tableau Pulse
21Nov

Effectively Using Tableau Pulse

Here are several tips to guide you in effectively using Tableau Pulse: Begin with essential metrics, allowing users to adapt to Pulse gradually before introducing more features. 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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November 21, 2023in Salesforce, Salesforce Tableau
Salesforce Tableau Pulse
25Sep

Tableau Pulse and Tableau GPT

Most of us are quite familiar with Chat GPT, the revolutionary Large Language Model from Open AI that is transforming the world of AI interactions far beyond research labs. Recently, Tableau unveiled Tableau GPT at TC 2023, a new tool leveraging generative AI. But what is Tableau GPT, and how does it integrate with Tableau’s current array of product offerings? Tableau Pulse and Tableau GPT work together. Complementing Tableau GPT’s natural language capabilities is the newly launched user interface, Tableau Pulse. Designed as a personal data guide, Pulse presents you with a curated, ‘newsfeed’-like view of your key metrics, a game changer for business leaders needing to keep a close eye on performance indicators. So Tableau AI is a suite of capabilities that brings trusted predictive and generative AI to the entire Tableau Platform to simplify and democratize data analysis and insight consumption at scale. Tableau GPT: Tableau GPT is an assistant utilizing advanced generative AI to streamline and democratize the data analysis process. Developed in collaboration with OpenAI, it is derived from Einstein GPT, a recently introduced Salesforce product. Tableau GPT seamlessly incorporates generative AI into Tableau’s user experience, aiming to enhance productivity, accelerate learning, and improve communication. During the TC keynote’s Devs on Stage segment, Matthew Miller, Senior Director of Product Management, showcased Tableau GPT’s ability to generate calculations. With a prompt like “Extract email addresses from JSON,” Tableau GPT swiftly provided a calculation that could be easily integrated into the calculation window. Tableau Pulse: Additionally, Tableau GPT also powers the new Tableau tool named Tableau Pulse, enabling users to generate powerful insights rapidly. In this tool, Tableau Pulse offers “data digests” on the user’s personalized metrics homepage, allowing customization. Users can have a curated, ‘newsfeed’-like experience of key KPIs, personalized over time as Pulse learns user preferences. Tableau Pulse provides metrics to pay attention to, based on recent data trends recognized by Tableau GPT. Users can follow KPIs and receive the latest values, visual trends, and AI-generated insights. Moreover, Tableau Pulse responds to natural language queries about data. For instance, when asked, “What is driving change in Appliance Sales?” Tableau Pulse provides a quick answer with a visualization. Tableau Pulse helps everyone in your organization integrate data into their daily jobs to make better, faster decisions. Without having to learn a new tool or build comprehensive visualizations, Tableau Pulse helps you go beyond the how and what and shows you the why behind your data. After obtaining insights from Tableau Pulse, users can drill down further by asking follow-up questions. For example, asking, “What else should I know about air fryers?” reveals an insight that the “inventory fill rate” for air fryers is forecasted to fall below the predetermined threshold. Knowing where, when, and why to pay attention to your business has never been easier. Within Tableau Pulse, the Insights platform automatically detects drivers, trends, contributors, and outliers for the metrics you follow. It proactively flags changes that matter to you. Using natural language and supporting visual explanations, Now Tableau Pulse summarizes the insights so you can make appropriate and timely decisions. Tableau Pulse and Tableau GPT Tableau GPT and Pulse are poised to transform the interaction with Tableau products. These tools will expedite the creation of visualizations, a hallmark of Tableau, and provide non-technical users with quick data comprehension without additional development time. Users access Tableau Pulse from the Tableau Cloud navigation menu, but the metrics in Tableau Pulse aren’t part of the project content hierarchy in Tableau Cloud or governed by project-based permissions. The ability to create or see metrics is based on permission to connect to and access data in a data source. 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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September 25, 2023in Salesforce
Tableau Pulse and Tableau GPT
04Jun

Announcing Tableau Pulse and Tableau GPT

It’s fair to say that many are familiar with ChatGPT, the groundbreaking Large Language Model from OpenAI that has transformed how we work and interact with AI. At TC 2023, Tableau announced a new tool called Tableau GPT. But what exactly is Tableau GPT, and how does it fit into Tableau’s suite of products? Announcing Tableau Pulse and Tableau GPT. Tableau GPT Tableau GPT is an assistant leveraging the advanced capabilities of generative AI to simplify and democratize data analysis. Built from Einstein GPT, a Salesforce product developed in collaboration with OpenAI, Tableau GPT integrates generative AI into Tableau’s user experience. This integration aims to help users work smarter, learn faster, and communicate more effectively. During the Devs on Stage segment of the keynote at TC, Matthew Miller, Senior Director of Product Management, showcased Tableau GPT’s ability to generate calculations. For example, with a prompt like “Extract email addresses from JSON,” Tableau GPT quickly produces a calculation that users can copy into the calculation window. Tableau Pulse Tableau GPT also powers a new tool called Tableau Pulse, designed to generate powerful insights swiftly. Tableau Pulse provides “data digests” on a personalized metrics homepage, offering a curated, ‘newsfeed’-like experience of key KPIs. As users interact with Pulse, it learns to deliver more personalized results based on their interests. For example, Tableau Pulse highlights metrics that require attention, derived from recent data trends identified by Tableau GPT. The tool provides the latest metric values, visual trends, and AI-generated insights for user-selected KPIs. Tableau Pulse also enables users to ask questions about their data in natural language. For instance, when asked, “What is driving change in Appliance Sales?” Tableau Pulse responded with a brief answer and visualization. Further inquiries, such as “What else should I know about air fryers?” revealed that the “inventory fill rate” for air fryers is forecasted to fall below a set threshold, providing actionable insights that users can share across their organization. Future Impact and Availability Tableau GPT and Pulse promise to revolutionize interactions with Tableau products, enabling quicker visualization creation and making data accessible to non-technical users. Salesforce announced that Tableau Pulse and Tableau GPT would enter pilot testing later this year. When they do, we’ll be ready to share new insights. Follow us on LinkedIn to stay updated on all the latest developments and features in Tableau! 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 4, 2023in Generative AI
gettectonic.com