Data Management
Deliver high-quality data more efficiently with data management tools built directly into your CRM and Tableau. Build trust in your data with governance, security, and data preparation.
Here's how data management tools can set your organisation apart.
20
%
decrease in IT costs
27
%
increase in IT system and platform agility and flexibility
29
%
improved efficiency from data protection and security
Source: 2024 Salesforce Success Metrics Analytics Highlights. Data is aggregated from 1,536 customers across 9 countries.
State of Data and Analytics Report
See why data quality is the #1 priority for leaders in the latest State of Data and Analytics report.
Accelerate data culture with a trusted data foundation.
Maximise your organisation's data by building data management into your data strategy.
Connect natively to unified customer profiles and make revenue teams more effective.
Data Cloud for Tableau
Work with your existing data sources. Securely share your data bi-directionally between Data Cloud and leading data lakes and warehouses with zero ETL.
Organise and protect all of the data and metadata that drive your business processes across multiple brands, departments, and regions.
Create scalable, secure data integrations with pre-built connectors to any system, including Salesforce Clouds, mobile, streaming, and hyperscale systems.
Promote governed self-service analytics to drive data-driven decisions.
Tableau Data Management Capabilities
Better understand your data's lineage and quality with contextual updates on data freshness, usage, and meaning at the point of consumption. Easily scannable Certified badges build trust, while maintenance alerts offer a transparent view into who last touched the data and when.
Automate, simplify, and shorten data prep by scheduling or sequentially running published flows. With timely, efficient run times, you and your teams can start the day with the freshest data—ensuring it's up to date when needed most.
Set policies and permissions directly within the product—from geo-based user controls to data set access by role type. Democratise data access, simplify management, and consolidate queries with a single access point to your data.
Extend Salesforce's security framework for analytics to maximise your investments.
CRM Analytics
Ensure proper governance, visibility, and user management of your data and analytics with inherited Salesforce security, role hierarchy, permissions and compliance standards.
Use clicks, not code, to quickly perform machine learning (or ML)-powered data transformations and aggregations.
Bring your data together within your Salesforce CRM. Join and blend external data sources with your CRM data and write back results to CRM fields.
Complete your data management solution with products from across the Customer 360.
Tableau
Make better business decisions with the world's leading data and analytics platform.
Tableau Exchange
Jumpstart analysis with pre-built dashboard accelerators, extensions, and connectors.
MuleSoft
Connect any data, system, or AI model securely and automate tasks and processes wherever they run, including in legacy systems.
Data Cloud
Unify your customer data and take action on insights in real time, enhanced with AI and automation.
Hyperforce
Cloud-native architecture designed to scale with you and allow you to securely store data. Plus, maintain your custom apps and integrations built on Salesforce.
For revenue operations, Tableau and CRM Analytics are ideal complements to one another. Tableau provides the deep analysis needed for performance measurement, and CRM Analytics uses that analysis to help people do their jobs even better."
Miriam LainezGlobal Analytics Manager for Revenue Operations, NI
Get the most out of data management with thousands of partner apps and experts.
Put data at the centre of every decision.
Infuse your data with AI and transform your company with a thriving data culture.
Learn new skills with free, guided learning on Trailhead.
Hit the ground running with data management tips, tricks, and best practices.
Ready to take the next step with the world's leading analytics platform?
Start your Tableau trial.
Try Tableau for free—a fully-hosted enterprise solution for deep data exploration.
Start your CRM Analytics trial.
Try CRM Analytics for free to get actionable insights within your existing Salesforce workflows.
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