What Makes Tableau Pulse Essential for Salesforce Admins?

Today on the Salesforce Admins Podcast, we talk to John Demby, Director of Solution Engineering at Tableau. Join us as we chat about Pulse for Salesforce, Tableau Einstein, and how easy it is to get started.

You should subscribe for the full episode, but here are a few takeaways from our conversation with John Demby.

Getting to know Pulse for Salesforce and Tableau Einstein

John leads a team of demo engineers for Tableau. What that means is they get their hands on all the new solutions and products ahead of time, and use them to make cool things. And two of the coolest, newest things out there are Pulse for Salesforce and Tableau Einstein.

Tableau Einstein takes all of the goodness of Tableau, the powerful features of Data Cloud, a new semantic layer called Tableau Semantics, and brings that into Salesforce. There’s also a Tableau Agent, allowing you to open up the power of business intelligence and analytics to everyone on your team through Agentforce.

Introduction to Pulse for Salesforce

“We started thinking about how people consume data,” John says, “and I think it’s changed.” People want to consume data within the flow of their work. They don’t want to have to go looking around for things, or sift through multiple dashboards to figure out what information is relevant.

That’s where Pulse for Salesforce comes in. It provides contextual, relevant insights from your data directly into Salesforce. With a simple KPI scorecard, you and your users can see what metrics are up, what metrics are down, and get insights about the next steps you should take.

AI-infused and ready to share

The scorecards Pulse for Salesforce provides are just the beginning because you can also ask it questions. Pulse is AI-infused, meaning you can ask plain language questions to generate specific insights about your data. It’s also built for collaboration, so it’s easy to take these insights and start a conversation with anyone else in your organization.

Getting Pulse for Salesforce is as easy as installing a managed package in your Salesforce instance. “We’ve made it really for a Salesforce Admin to set this up with little to no Tableau experience,” John says. There are nine premade dashboards to get you started, and it’s easy to customize things to get something that works for you.

John shares a lot more great stuff about Pulse for Salesforce and Tableau Einstein, so be sure to take a listen. And don’t forget to subscribe to the Salesforce Admins Podcast so you never miss an episode.

Podcast swag

• Salesforce Admins on the Trailhead Store

Learn more

• Get Tableau Pulse
• More about Tableau Pulse
• What is Tableau Einstein?

Admin Trailblazers Group

• Admin Trailblazers Community Group

Social

• John on LinkedIn
• Salesforce Admins on LinkedIn
• Salesforce Admins on X
• Mike on Threads
• Mike on Tiktok
• Mike on X

Full show transcript

Mike Gerholdt:
This week on the Salesforce Admins Podcast we’ve got the much loved John Demby, our resident Tableau guru, here to talk about some of