Kadhar Basha J
Salesforce Developer

AGENDA
Tableau & Einstein Analytics
Features
Tableau and Salesforce
Tableau Vs Einstein
Data discovery & Visualization
Which is Best Tableau or Einstein Analytics
Demo

Tableau & Einstein Analytics
Both has dashboards that, out of the box, can be useful for people who do not
want to put in much effort in creating custom dashboards. It also has the ability to
customize dashboards so you can add more info and functionality to your
dashboards if the need arises.

Dashboard Journey
• Salesforce (or) Traditional Reports and Dashboards
• Einstein Analytics Dashboards
• Tableau Dashboards

Features Of Einstein Analytics
• Built right into the Salesforce Platform & easy to configure & deploy
anywhere.
• Leverages native Salesforce security & data.
• Pre-Built Connectors for many popular services & web connectors.
• Pre-Built Insights for Sales, Service etc.
• Smart Notifications for alerts
• Looks fantastic on mobile without much configuration
• Can store data from external sources without incurring Salesforce Platform
fees.

Features Of Tableau Dashboards
• Collaboration and sharing
• Live and In-Memory Data Data Sources
• Advanced Visualizations
• Cross database join
• Drag-and-drop integration
• Data connectors
• Prep conductor
• Web Data connector
• External service integration
• Sandboxed extensions

Tableau with Salesforce
There are many ways to integrate Tableau with salesforce
■ Web Tab
■ Visualforce Page
■ Lightning Page

Tableau Vs Einstein
● Tableau leads in “on-premise” analytics, commonly used for back-
office and mid-office focused solutions.
● Tableau allows for easy connectivity to common on-premise data
sources without having to build complex integrations.
● Tableau leads in real-time analytics, with the ability to directly query
real-time transactional datastores.
● Tableau lacks true AI/ML capabilities, like the kind available in Einstein
Analytics Plus through its Discovery functionality.

Continued…
● Einstein Analytics was developed to work seamlessly with the
Salesforce platform. Tableau can be integrated as well but was not
specifically developed to exist within the Salesforce user experience,
and requires some customization to do so.
● Tableau lacks the Salesforce action framework found in Einstein
Analytics.

Data Discovery and Visualization
Einstein Analytics gives you a fast, fluid way to discover the compelling
stories within your data and to create the right visuals to tell your story.

Which is Best Tableau or Einstein Analytics?
● Tableau is a Salesforce product, Salesforce customers have two great
integrated platforms to choose from when it comes to advanced data
analytics:
1. Einstein Analytics
2. Tableau

Product Selection
Users
All Users
Salesforce
Users
Tableau
If your insights are going to be widely
shared among Salesforce and non-
Salesforce users, or if you aren’t using
Salesforce, then go with Tableau.
Einstein Analytics
If you want to quickly embed analytics
and action analytics in Salesforce,
then go with Einstein Analytics