Salesforce Analytics Review
April 12, 2018

Salesforce Analytics Review

Mallesh Kanakam | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Analytics Cloud

Salesforce Analytics is a great tool to leverage if you're already leveraging the reporting power of Salesforce. Our company is currently using Salesforce Analytics Cloud to create and manage all our customers and we need something better than the standard Salesforce reports and dashboards to provide better information to our clients We are able to run reports and get a better understanding of our performance, as well as get a better grasp on customer management.
  • We are able to run reports and increase our overall sales performance as a company
  • It brings over the data that we need to provide to our sales team.
  • Manipulate data into visual graphs
  • UI doesn't look that modern
  • Images larger than 3mb cannot be automated
It's best for simple quick analytics. For more complex insights it takes a bit of manipulating. Salesforce Analytics Cloud is in its infancy, but the fact that it is built on the Salesforce platform is a big plus for any institution/organization using salesforce as its primary CRM. The ability to natively report and build analytics components on top of existing SFDC data is a huge plus without the need for any integration tools. Knowledge of JSON is also invaluable to integrate other data sources and edit the SFDC


I like that Salesforce Analytics Cloud comes out of the box ready to go, but I think some of the customizable functionality is missing. People want to be able to customize a product without it being too complicated to set up. Additionally, the cost is high. Automation and response can be done more efficiently from competitors at a lower cost.

Tableau CRM Feature Ratings

Pixel Perfect reports
9
Customizable dashboards
9
Report Formatting Templates
9
Drill-down analysis
9
Formatting capabilities
9
Integration with R or other statistical packages
9
Report sharing and collaboration
9
Publish to Web
9
Publish to PDF
9
Report Versioning
9
Report Delivery Scheduling
9
Delivery to Remote Servers
9
Pre-built visualization formats (heatmaps, scatter plots etc.)
9
Location Analytics / Geographic Visualization
9
Predictive Analytics
9
Multi-User Support (named login)
9
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
9
Responsive Design for Web Access
9
Mobile Application
9
Dashboard / Report / Visualization Interactivity on Mobile
9
REST API
9
Javascript API
9
iFrames
8
Java API
8
Themeable User Interface (UI)
9
Customizable Platform (Open Source)
9