Salesforce offers several tools to help you analyze your data and act on it. Reports and dashboards are built into Salesforce. Connect data and create interactive visualizations with CRM Analytics, a Salesforce-native tool. Tableau is a flexible analytics platform with cloud, on-premises, and desktop applications. Use this matrix to understand each tool’s capabilities.
| Develop tools and data analysis for decision-making | ||
|---|---|---|
|
Reports and Dashboards Reports and Dashboards Limitations, Allocations, and Technical Requirements |
CRM Analytics Connect to Local Salesforce Data Connect to Remote Data Outside of Salesforce Clean, Transform, and Load Data CRM Analytics Direct Data for Data 360 |
Tableau Unlock Hidden Insights with Tableau for Data 360 |
| Bring data into decision-making processes | ||
|---|---|---|
|
Reports and Dashboards Export and Connect Reports to Other Tools Drill Down into Your Reports to Learn Even More |
CRM Analytics Create and Share CRM Analytics Apps to Give Business Users a Big Data Picture |
Tableau Publish Data Sources and Workbooks Schedule Extract Refreshes as You Publish a Workbook Use Parameters to Make Views More Interactive |
| Govern and manage | ||
|---|---|---|
|
Reports and Dashboards |
CRM Analytics CRM Analytics Security Implementation Guide |
Tableau |
| Answer business questions with data | ||
|---|---|---|
|
Reports and Dashboards |
CRM Analytics Learn What You Can Do with CRM Analytics Get Data Answers While You Search with Ask Data for Salesforce |
Tableau Explore and Inspect Data in a View |
| Personalize and act on your analysis | ||
|---|---|---|
|
Reports and Dashboards Favorite Your Reports and Dashboards Customize Report Views in the Run Page |
CRM Analytics Get Scheduled Updates with Email Subscriptions Save Your Filtered View of a Dashboard |
Tableau Create a Subscription to a View or Workbook |
| Collaborate with others around data | ||
|---|---|---|
|
Reports and Dashboards Subscribe to Dashboards and Reports Stay Organized with Collections |
CRM Analytics Set and Send Smart Notifications Share, Annotate, Present, and Download CRM Analytics |
Tableau Set and Send Data-Driven Alerts Create Metrics with Tableau Pulse |