Salesforce MVP Hall of Fame · Certified Partner since 2010
Tableau, on records you can already trust.
Tableau is the view on the data the org already has. We implement it after the records can be trusted. The first week is in the org, reading what already exists.
Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks
In the org
What this cloud is actually for.
Tableau is the view on the data your org already holds, plus the sources outside it. We implement it after the records can be trusted, because a dashboard on a dirty org is a prettier version of the same argument. Your analysts own the workbooks after handover.
Who this is for
The desks that live here.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
Architecture
Where this cloud sits in your agent architecture.
Analytics reads the memory plane. It does not make the records true.
Questions
What we actually say.
- Do you start with dashboards?
- No. We start with whether the objects are true. Tableau on a dirty org is a prettier lie.
- Does this replace reports in Salesforce?
- Sometimes. Many desks only needed a list view and a forecast they believe. We will say which.
- Who owns the workbooks?
- Your analysts, after handover. We do not operate the BI desk.
The brief
Send the situation.
Name the cloud. Name the week.