Interactive and Secure
Updated April 22, 2021

Interactive and Secure

Shefali Sethia | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Tableau CRM (formerly Einstein Analytics)

We use [Salesforce Einstein Analytics (formerly Wave Analytics)] to create dashboards and apps for our clients. Our clients are from [the] Healthcare industry, online streaming, Medical Research, Education, Data storage etc. It is very efficient and effective as it is very secure, interactive and very user friendly. We can easily bring data from salesforce org, external files or even from external sources like Snowflake. Also different [users] can see different type of information on the same dashboard. Hence no need to create different [dashboards] [or] datasets for different set of users. Also it almost [has] all types of charts for every business requirement. It also [supports] hyperlinks and actions.
  • Interactive Dashboards, it [consists] of wide variety of charts
  • Data from different sources can be easily integrated with it
  • Security, it provides easy way to secure and share the information with the users
  • Support actions like opening hyperlink etc
  • Almost everything can be done from configuration
  • Data can easily be managed from dataflow.
  • Dashboard to not support hide and show functionality on clicking the button
  • Real time data is not supported
  • Right join become problematic in dataflow
  • Suitable for every business requirement
  • Dashboards can be made interactive and informative
  • Sharing of data becomes easy along with the security
  • Data manipulation and formatting is easy and fast
[Salesforce Einstein Analytics (formerly Wave Analytics)] is far far better than these alternatives as everything can be done on single platform from data extraction to data transformation. Sharing of data is very easy and secure. One dashboard is suitable for different users who need to see different level of information as row level security can be applied. It supports wide variety of user friendly charts. Also there are many template dashboards.

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[Salesforce Einstein Analytics (formerly Wave Analytics)] is very user friendly. Almost everything can be done from configuration level. It is useful to solve real business problems in health care industry, research and development, Education etc. As data loading and transformation is easy it is used regularly. Information can be obtained in a very [easy] way from the dashboards.
If there is any problem or any enhancement we need, we can contact the support team for help. They are available at all [times] and help us resolve almost all the requirements. If we need any help for some particular scenario there is lot of online help and documents available both from the company as well as from the personal blogs.
[Salesforce Einstein Analytics (formerly Wave Analytics)] is very suitable to see revenue vs targets. Which representative [is below] some targets [and] what is the current status of that particular rep. Security can be applied such that reps and their Managers can easily see the information.
It can also be used to see what it is status of particular opportunity. It is in which stage. How many opportunities are won in one particular fiscal year or any other time.
We can gather information of contacts and their associated accounts.

It is very difficult to have business hour calculations, so it is good to have calculation in salesforce org and then use that information is Einstein. Till now real time data is not supported, so it is not suitable for OLAP.

Tableau CRM Feature Ratings

Customizable dashboards
Drill-down analysis
Formatting capabilities
Report sharing and collaboration
Publish to Web
Publish to PDF
Report Versioning
Delivery to Remote Servers
Pre-built visualization formats (heatmaps, scatter plots etc.)
Location Analytics / Geographic Visualization
Predictive Analytics
Multi-User Support (named login)
Role-Based Security Model
Multiple Access Permission Levels (Create, Read, Delete)
Single Sign-On (SSO)
Responsive Design for Web Access
Dashboard / Report / Visualization Interactivity on Mobile
Themeable User Interface (UI)

Using Tableau CRM (formerly Einstein Analytics)

Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Data extraction
  • Security features
  • Interactive Charts
  • Right join in data loading from dataflow
  • Using some functions like first, last etc
  • Conditional formatting doesnt copy when copying the JSON file of the dashboards from one org to another
Yes - Mobile interface is well designed for different mobile devices. It also have same features that desktop have.