Get even more value from Salesforce by embedding AI powered insights into your CRM. Pulse for Salesforce brings out-of-the-box metrics and AI-powered insights directly into the flow of work, so you can go from insights to action with personalized and contextual insights in Salesforce.
Track key business drivers with AI-powered insights and take action right where you work, in Salesforce CRM. Accelerate business growth by scaling data-driven decision-making across your entire organization.
Stay on top of your KPIs with 9 pre-built metrics or create your own custom metrics. Click into a relevant metric to clearly see its current value and how it's trending.
Get proactive insights on key metrics curated into a personalized digest. Align your team across the same shared goals, without having to dig for information across several data sources, to make informed and timely decisions.
Access data insights and track your metrics on the go directly in the Salesforce mobile app. Check your Pulse for today, get the latest updates that matter to you, and leverage Pulse AI features all without leaving the Salesforce app.
Start your day with an AI-powered summary of the most relevant insights across all the metrics that matter to you. These natural language summaries provide you with at-a-glance insights you need to understand what's happening across your business and why.
Automatically identify hidden drivers, trends, contributors, and outliers for metrics you follow with proactive notifications and visual insight summaries.
Dive deeper into your insights and uncover the key drivers of your business. Select AI generated questions tailored to your most relevant and impactful metrics or ask your own questions using natural language and receive clear explanations accompanied by insightful data visualizations.
Start getting AI-powered insights in minutes with a streamlined configuration through a setup wizard.
Install, update, and manage Pulse for Salesforce easily with a managed package, using clicks not code.
Create a single source of truth for all your metrics enriched with real-world business context.
Pulse for Salesforce is a purpose-built edition of Tableau Pulse that brings out-of-the-box metrics and AI-powered insights directly in Salesforce CRM. See how Pulse for Salesforce can help increase CRM productivity, improve customer relationships, and boost the bottom line for Sales teams.
Make better business decisions with the world's leading data and analytics platform.
Get personalized reports in the flow of work with the metrics and insights you need to make better business decisions faster.
Get the full power of Tableau by integrating embedded analytics tools directly in your CRM or third-party applications.
Take action faster with visual analytics, AI-powered predictions, and out-of-the-box user experiences for CRM data, built directly into Salesforce.
Pulse for Salesforce is a purpose-built edition of Tableau Pulse for Salesforce CRM. Its streamlined configuration and out-of-the-box metrics enable you to quickly start making data-driven decisions.
Pulse for Salesforce products require at least one Pulse for Salesforce Creator license. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
From support, expert guidance, and resources to our trusted partner ecosystem, we're here to help you get more value from Salesforce in the AI era.
Join a community that supports your Tableau journey, brings your data skills to the next level, and nurtures powerful connections. When people are united by data, anything is possible.
Pulse for Salesforce is an add-on that empowers organizations to get even more value from Salesforce with AI-powered insights infused in their CRM. It accelerates data-driven decision-making with purpose-built sales, service, and key CRM metrics to understand drivers, uncover trends, and discover opportunities. It enables business decision-makers to take action fast with AI-powered, personalized, and contextual insights directly in Salesforce when they need them. Only Pulse for Salesforce can shorten time to value with streamlined provisioning and configuration so you can start delivering insights to everyone.
Tableau Pulse makes it easier for business users to track their metrics, providing AI-powered insights to make data-driven decisions. If you have Tableau Cloud, you get Tableau Pulse in addition to the default capabilities of Tableau Cloud Platform.
If you want to quickly jumpstart your analytics journey, Pulse for Salesforce is a great entry point for the Tableau Pulse experience with pre-built Pulse metrics just for CRM. It offers a Lightning Web Components (LWC) wizard that automates Salesforce's integration with Tableau, a managed package so administrators can install, update, and manage Tableau Pulse, and out-of-the-box sales metrics. Pulse for Salesforce does not provide the access to create visualizations, dashboards, or the extensive analytics capabilities that comes with Tableau Cloud.
Contact a sales representative for detailed information on how to get started with Pulse for Salesforce.
Tableau Pulse is a reimagined data experience for people who don’t typically spend their days in dashboards. An AI analytics tool, Pulse provides business users with timely and relevant insights, enabling them to make informed decisions quickly. It sends personalized digests so they have the metrics and insights they need, when they need them. Tableau Pulse auto-generates natural language summaries of relevant trends, forecasts, and outliers in the business, and it helps business users understand the “why” behind a metric by allowing questions in a conversational UI.
Tableau Pulse makes insights available and understandable to everyone in the organization — beyond just analysts and data scientists. It allows organizations to foster a thriving data culture and empower business users to make better decisions with data. Tableau Pulse transforms how people engage with their data, helping everyone integrate data into their everyday work in more meaningful ways. This AI analytics tool significantly helps users who don’t have time to learn new tools, need data at their fingertips to make decisions quickly, and want to go beyond the “how” and “what” of data to understand the “why.”
Instead of requiring people to search for metrics, Tableau Pulse’s ‘push’ delivery model enables business users to follow the metrics that matter to them and receive personalized, contextualized, and smart content.
Organizations can use Tableau Pulse to answer their business users' common questions while keeping them in the loop on important changes to relevant metrics, driving better data-driven business decisions. This proactive approach helps drive the adoption of analytics above and beyond what can be accomplished by dashboards alone and increases data’s yield and impact on the business.
Tableau Pulse is generally available now in Tableau Cloud. Tableau Pulse is included out-of-the-box with all Tableau Cloud editions and Embedded Analytics. For customers on Tableau Server, we are committed to helping them manage migrations from Tableau Server to Tableau Cloud smoothly and efficiently.
