"Tableau CRM Offers Flexibility and Powerful Data Aggregation for Administrators"

Submitted

4.0
4.0
Overall User Rating

Product(s): Tableau

Overall Comment:"I'm generally happy with Tableau CRM. It's noticeably more flexible than standard SF reports/dashboards and at the same time significantly easier than writing SOQL queries / writing Apex scripts. It's a really good tool for a Salesforce administrator without dev skills."

Lessons Learned

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What do you like most about the product or service?

- Data aggregation features are really powerful - Reusable logic with Recipes and Dataflows - Relatively quick - compare to standard reports/dashboards

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What do you dislike most about the product or service?

- Dataset refreshes are far from real-time (we have a large DB) - SAQL is a little confusing in the beginning - Limited Cross-Object relations

Evaluation & Contracting

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Why did you purchase this product or service?

  • Drive innovation
  • Improve customer relations/service
  • Create internal/operational efficiencies
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What were the key factors that drove your decision?

  • Pre-existing relationships
  • Strong customer focus
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Which other vendors did you consider in your evaluation?

  • Don't know

Integration & Deployment

5.0

Service & Support

3.0

Product Capabilities

4.0

Additional Context

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Deployment architecture

Cloud (SaaS or PaaS or IaaS)
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In which country(s) did your deployment take place?

Netherlands