Salesforce Marketing Cloud Personalization (formerly Salesforce CMS) is a hybrid CMS allowing users to author content once and deliver it anywhere, in or out of Salesforce. Users create content, define content access, and define channels so they can share content and limit access to appropriate contributors. For an experience built with Salesforce, users can choose from two of the company's “what-you-see-is-what-you-get” (WYSIWYG) tools: Experience Builder and Commerce Page Designer. If the user…
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Tableau Public
Score 8.8 out of 10
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Tableau Public is a free edition of the Desktop product. With this edition, data can only be published to the Tableau public website and does not allow work to be saved or exported locally.
When managing a team of 30 or more technician the tools available for a scheduler are incredible. The system sync's quickly so all schedulers can be looking at the same Gantt and see what changes have been made or need to be made. If you have too small of a team this service would be overkill especially given the cost.
Tableau public is the best platform to build dashboards for your personal profile and share with recruiters. It's always good to keep ourselves updated on the latest features, create sample dashboards and save them to a personal profile. Tableau public is free and doesn't need any subscription. anyone can create an account and start building reports.
Data visualization: lots of different options, including bar, scatter, pie, waterfall charts to explore relationships between variables, and to present findings/trends to different teams
Integrates readily with limited, though different data sources: TXT, CSV, TDE, Access
Exports reports for review of different dashboards: client-ready/team-ready, with a clean and tidy presentation in PDF format (or hardcopy)
Tableau Public (both Desktop and Server) like their "for a fee" counterparts offer very easy to learn and use tools to transform data into pictures and gain insights into your data. Most organizations report a reduction in development time of 10x vs. other similar tools, due to the intuitive user interface. That said, with Tableau Public, published workbooks are "disconnected" from the underlying data sources and require periodic updates when the data changes. Users are limited to 1 Gb of storage space per user ID and password as well.
I would like to see better options for public sharing of visualizations and data from within the "for a fee" products as more and more organizations are moving in the direction of data sharing with partners and their communities.
It's free, right? I'll keep using the free version. So the real question to ask is this? Will I pay $999 for the Personal version or $1,999 for the Professional? Yikes! That is a big stretch. I'm not sure about that. The product comparison chart is at: http://www.tableausoftware.com/public/comparison
Strengths: - Intuitive for Salesforce Users – If you’re already working within the Salesforce ecosystem, the Salesforce CMS is easy to navigate, with a clean UI, drag-and-drop content management, and reusable assets for quick updates. - Seamless Integration – Since it connects natively with Experience Cloud, Marketing Cloud, and CRM, it allows for efficient multi-channel content distribution without needing extra third-party tools. - AI-Powered Personalization – The ability to deliver dynamic content based on user profiles and engagement data is a huge plus, making content delivery more relevant and impactful. Challenges: - Learning Curve for New Users – If you're not already familiar with Salesforce, the interface can feel overwhelming, requiring training to fully leverage all features. - Limited Customization & Workflow Automation – While it works well for structured content, advanced approval workflows and deep editorial customization are limited compared to enterprise CMS platforms like Adobe Experience Manager. - Media & Design Limitations – Salesforce CMS is not as robust for managing rich media-heavy content, which can be frustrating for teams needing more flexibility in multimedia presentation.
Tableau public is a great training tool to understand the basics of Tableau before buying it. A great tool to extend Excel's visualization and to publish data for others. Not useful for anything you need secure. No ability to access databases. Static information only.
I've never really had to contact support. It's at the point where we have people in the organization that are our specific go-to inhouse support teams for Salesforce. Again, that goes back to what I said about there being a point where just too much is added to Salesforce that you have to hire someone to be the go-to person of Salesforce. There is only so much their support team can do for you. I wouldn't expect Salesforce Support to have any sort of understanding of the weird issues I deal with!
Start at the end and work backward. Identify the business case / issue and questions the end users have, then identify the data needed, and where to get it.
As our business heavily relies on Sales Cloud, Service Cloud, and Marketing Cloud, we need a CMS that works natively with our existing Salesforce Data. Other platforms would require third-party connectors or custom API development, making integration more complex and expensive. Salesforce allows us to manage content once and distribute it across multiple touchpoints. It also delivers personalized marketing content based on CRM data.
Google Charts/Drive is sufficient for simpler data sets, but it does not integrate with other web platforms and the visualization does not look as professional. I'm not aware of any other competitors that offer the same package as Microsoft.
It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.
