Tableau CRM announcement | This week at Tableau Conference, Salesforce took a big step forward towards it’s integration of Tableau into their broader Analytics offerings by rebranding Einstein Analytics to Tableau CRM. This comes on the heels of last month’s news of Tableau’s new Lightning Web Component that I wrote about.

Einstein becoming Tableau CRM is not simply a re-brand. It comes with the promise of new features in 2021 including bringing the predictive modeling capabilities of Einstein into Tableau.

Tableau CRM features coming in ’21 ?

1. Einstein dashboard extension:

A new dashboard extension will arm Tableau dashboards with predictions, explanations, and suggestions to improve predicted outcomes from Einstein Discovery—right within Tableau vizzes. Anyone accessing the viz can get a glimpse into the future, and even suggested actions to take—all with no coding required.

“The Einstein Discovery dashboard extension brings predictions, explanations, and suggestions for improvement right into your Tableau dashboard, based on your in-context data.” – Tableau

2. Einstein Calc

Integrating Einstein Discovery into Tableau’s calculation engine. Using the prediction capability is as simple as creating a calculated field with the new Einstein Discovery connection type. By simply dragging and dropping your predictive calculation onto your viz, you’ll get real-time predictions powered by Einstein Discovery.

“Connect Einstein predictions directly into Tableau calculated fields to drive your analytics with predictive intelligence—they work just like any other Tableau calculation.” – Tableau

3. Bulk scoring and predictive insights in Prep Builder

Tableau Prep Builder has brought data prep to even more people by making data prep easy and visual. Introducing Einstein Discovery to Prep will allow you to add a prediction node as a step in your prep flow and bring prediction factors and improvements into your data set.

“Add a prediction step in Tableau Prep to bring Einstein Discovery prediction factors and recommended improvements into your data set.” – Tableau

What’s next?

The strategic direction for Salesforce and Tableau is a refreshing one – marrying both technologies together to increase the value that customers will receive from each one by combining feature sets. Tableau touts that forthcoming features will include:

• Tableau querying Einstein Analytics data sets: Tableau will be able to query data stored in Einstein Analytics, opening up deep exploration capabilities of Tableau queries for CRM data. This combines the scale, performance, and security of the Einstein Analytics data sets with the industry-leading data exploration experience within Tableau.
• Einstein Analytics writing to Tableau: Einstein Analytics will be able to write data to Tableau, creating extracts in Tableau containing Salesforce data.
• Tableau Prep writing to Einstein Analytics: Tableau Prep will be able to write to both Tableau and Einstein Analytics, so you can use the right platform for your needs.

More resources

• Tableau Conference ’20 Recording
• Let’s talk about how we can put Tableau/Salesforce to work for your company