Unlock the full potential of your Salesforce data with the integration of Tableau, which now delivers insights directly within the Salesforce ecosystem. This powerful combination ensures that your data not only remains secure but also dynamic and tailored to user access levels. Here’s a breakdown of the five key areas you should be aware of:
1. Seamless Integration
– Tableau’s dashboard is embedded in Salesforce records.
– Users gain access to insights without switching between systems.
2. Dynamic Data Security
– Row-level security ensures users see only the data they’re supposed to.
– Tableau’s data model respects Salesforce security settings automatically.
3. Personalized Insights
– Dashboards dynamically adjust based on the Salesforce record being viewed.
– Every user gets insights that are relevant to their role and data access.
4. Enhanced User Experience
– Streamlined workflow as users can take immediate action based on insights.
– No need for users to understand Tableau – they work within the familiar Salesforce interface.
5. Simplified Maintenance
– Admins manage security within Salesforce, which cascades to Tableau.
– Updates to data or security settings in Salesforce are automatically reflected in Tableau.
Leverage these areas to refine your strategy, ensuring secure, dynamic, and user-friendly data insights are at the forefront of your Salesforce experience.
You can read it here: https://sfdc.blog/LPGZM
Source from developer(dot)salesforce(dot)com