Tableau Einstein, the new Tableau built on the Salesforce Platform and featuring Agentforce, is a reimagined analytics experience that accelerates the path from raw data to insights by infusing autonomous and assistive agents into every aspect of analytics to help everyone answer, engage, and act on insights directly from where they work in real time

Tableau Einstein uses AI and Agentforce to autonomously discover and surface insights then translate those insights into action through a built-in enterprise workflow solution  

Insights and actions can be surfaced everywhere — including Agentforce, Pulse in Slack, Salesforce, or any other application where people work

Tableau Einstein combines the best of Salesforce and Tableau, enabling any company to build composable AI-infused analytics solutions, reuse different components, and publish them into internal or external marketplaces

Salesforce today announced Tableau Einstein, a reimagined, AI-powered, visual analytics platform that includes Agentforce. Tableau Einstein opens up the power of business intelligence (BI) and analytics to everyone that wants to make data-driven work scalable, efficient, and more valuable. It is designed to intelligently embed data and insights across the flow of work so it becomes second nature to use data to drive action. Because Tableau Einstein is built on the Salesforce Platform, any team can use analytical insights to make strategic decisions more quickly and effectively. Additionally, Salesforce’s continued commitment to trust and privacy provides the most secure foundation for Tableau yet, accelerating global compliance that aligns with regulatory standards across different geographic locations.

With Tableau Einstein, data architects and analysts can build semantic models with agents integrated into the authoring flow, automatically applying recommended relationships between objects for context and augmenting definitions. A new dedicated marketplace will help developers create, reuse, and share apps and analytical assets more easily across the company and an extended Tableau Public. And, thanks to Agentforce, Tableau Einstein also benefits business users who previously had to wait for their data analyst colleagues to pull insights they needed to quickly access. For example, a service representative can get current, customizable dashboards directly in Service Cloud that show support cases that need escalation and to track personal goals — including team attrition. HR reps can similarly log in to their workforce management tool of choice and see those same team attrition metrics across all departments, enabled by Tableau Einstein APIs, to easily identify where upcoming headcount might be needed. As a result, everyone will be able to collaborate across multiple assets – data sources, models, visualizations, and dashboards — using a drag-and-drop workspace to help ensure visibility and trust across the company.

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Why it matters: Eighty-one percent of IT leaders say data silos hinder digital transformation, and 94% of business leaders believe they should be getting more value from their data. Additionally, only 30% of employees across the average enterprise report they are currently using data to make decisions. Tableau Einstein can make using and taking action on data efficient by surfacing contextual data and insights in the flow of work — including Salesforce and third-party apps. 

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Go deeper: Tableau Einstein is designed to promote self-service and agility using the benefits of the shared Salesforce metadata framework. It includes:

• Autonomous and assistive agents for modern analytics, enabling Tableau’s leading solutions — Tableau Agent (formerly Einstein Copilot for Tableau) and Pulse. Pulse uses AI to autonomously identify critical metrics and contextually surface them to people within the applications where they work, including Slack, email, and Salesforce clouds. Tableau Agent and Pulse enable users to ask questions of data in natural language with assistive capabilities, providing visual and descriptive answers that are translated into action within an application. Analytical agents can power embedded workflows that propel action with hundreds of pre-built API endpoints. When combined with Salesforce clouds, Tableau Einstein is equipped with out-of-the-box metrics, predictive AI, and agents that not only forecast future trends but also suggest actionable steps based on trusted data.
• Tableau Semantics that enriches AI, agents, and analytics data with business context and meaning, improving discovery and comprehension of relevant data. This will provide a flexible and governed place for users to create and manage metrics, dimensions, relationships, and goals. The combination of traditional BI and AI creates consistency and reliability in insights, grounded in an understanding of the customer’s business. For instance, insights generated about a customer account for a service rep would be grounded in records from recent service calls, product purchases, and returns, improving Agentforce’s ability to generate nuanced, informed responses.

• Real-time data that’s secure and ready to scale across every touchpoint and create connected and consistent experiences. Because of deep integration with Data Cloud metadata-driven automation and optimizations — including data preparation and data quality processes — it can be integrated into workflows on any channel and across any department. This allows marketing, sales, service, and other teams to access and reuse consistent, customizable, and trusted metrics to get a holistic and deeper understanding of customer lifecycles and satisfaction across every interaction, from digital ads to checkout lines.   
• Composable architecture and reusable assets across an open API-driven platform that allows teams to build analytical agents to use for any enterprise use case and extensible into other third-party applications. New marketplace capabilities will also make it so data models and analytic assets can be shared, discovered, and used internally in an organization or made available via an extended Tableau Public. This means that users aren’t working on data in silos and can therefore share and reuse assets made by their peers to speed up work. 

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The Salesforce perspective: “We’re in the midst of an autonomous revolution that’s changing the way businesses use data for competitive, customer, and employee experiences. By using high-performance AI to bring together data and action with humans, autonomous and assistive agents represent the new paradigm for business efficiency and will future-proof the data and analytics foundation you are already using. You no longer have to dig across data silos or be a data specialist to get the information to be successful in your role; data and insights are for everyone. With Tableau Einstein, you can now get insights proactively and intuitively right where you’re working and take action.” – Ryan Aytay, Tableau CEO

By using high-performance AI to bring together data and action with humans, autonomous and assistive agents represent the new paradigm for business efficiency and will future-proof the data and analytics foundation you are already using.

Ryan Aytay, Tableau CEO

The customer perspective: 

• “Tableau has helped associates across our organization uncover deep insights that have positively impacted teams’ outcomes. Embedding these findings directly into the apps and platforms that we’re already using will unlock even more opportunities for growth and innovation.” – Leslie Bercher, Senior Director, Performance Marketing & Analytics at Arvest Bank

• “We’re excited to see how Tableau Einstein will further empower our teams with data-driven insights. Tableau has already helped us scale data-informed decision-making. By integrating further Tableau capabilities into the Salesforce platform, we anticipate leveraging the full power of AI, data, CRM, and trust to increase adoption and impact.” – Kirsten Rhodes, Vice Chair, Client Relationship Development Leader, Principal at Deloitte & Touche LLP*

Availability: 

• Some Tableau Einstein services are immediately available through Tableau+, and will be available as both a standalone product and an integrated part of other Salesforce products, such as Sales, Service, Marketing, and Commerce Cloud in the future.
• Trusted guidance from Salesforce experts, migration assistance, and a reimagined partner network will help quickly adopt and achieve value with Tableau Einstein.

Learn more:

• Join us at Dreamforce for our Keynote on Wednesday, September 18 at 12:30 p.m. PT to learn more about Tableau Einstein and see the latest in AI analytics innovation. If you can’t join us live in San Francisco, you can watch online for free on Salesforce+.
• Watch our Innovation Preview: The Future of Tableau event now on demand

Any unreleased services or features referenced here are not currently available and may not be delivered on time or at all. Customers should make their purchase decisions based upon features that are currently available.

*Please see www.deloitte.com/us/about for a detailed description of their legal structure.