Data Management Policies window to Add Data Policies in Tableau

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
State of Data and Analytics report from Tableau and Salesforce

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.

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.

Salesforce Data Cloud icon with Zero ETL and arrows connecting to Tableau, website, Marketing Cloud, Google BigQuery, and Snowflake

Organise and protect all of the data and metadata that drive your business processes across multiple brands, departments, and regions.

Salesforce CRM personalization model visualization with New Space: VP View selected

Create scalable, secure data integrations with pre-built connectors to any system, including Salesforce Clouds, mobile, streaming, and hyperscale systems.

Web engagement mappings for new data streams
Salesforce Data Cloud icon with Zero ETL and arrows connecting to Tableau, website, Marketing Cloud, Google BigQuery, and Snowflake
Salesforce CRM personalization model visualization with New Space: VP View selected
Web engagement mappings for new data streams

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.

Lineage of external asset data sources x6 in Tableau

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.

Superstore Prep Flow Tableau window with database icons and prep calculations

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.

Tableau Data Governance policy list: window to write a policy condition
Lineage of external asset data sources x6 in Tableau
Superstore Prep Flow Tableau window with database icons and prep calculations
Tableau Data Governance policy list: window to write a policy condition

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.

CRM Analytics and Intelligent Apps: Salesforce inherited security toggled on

Use clicks, not code, to quickly perform machine learning (or ML)-powered data transformations and aggregations.

Astro striding before Clustering recipe, overlaid with text: Connect, Prep, Query

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.

Astro throwing arms wide before a data source join screen
CRM Analytics and Intelligent Apps: Salesforce inherited security toggled on
Astro striding before Clustering recipe, overlaid with text: Connect, Prep, Query
Astro throwing arms wide before a data source join screen

Get the most out of data management with thousands of partner apps and experts.

 

Alteryx
Interworks
Databricks
Slalom
The Information Lab
Coenterprise
The Data Culture Playbook on a laptop screen with Astro character

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.