DataSelf Analytics for Salesforce with Tableau
Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.
Data Warehouse Templates
The data warehouse templates include DataSelf ETL+ and MS SQL Server preconfigured mappings for tables that are popular for reporting and data analysis. It’s easy to customize your data warehouse solution. Adjustments and customizations can help to tailor the solution to your needs and maximize the templates' value.
Click here to learn more: Data warehouse templates for Salesforce.com (SFDC).
Tableau Templates for Salesforce.com
These templates include Tableau data sources, workbooks, and Tableau Server preconfigured mappings. They work in conjunction with the data warehouse templates.
Click here to download a list of the Tableau templates.
Click here for the online list of Tableau templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards | NA | 200+ | 2,000+ |
CRM Activity * | NA | ✅ | ✅ |
CRM Marketing Email ** | NA | Add-on | Add-on |
CRM Opportunity * | NA | ✅ | ✅ |
Non * marked templates should provide value right-of-the-box. Adjustments and customizations might be needed to maximize their value.
* These templates usually require adjustments and customizations before providing value.
** Add-ons usually require other applications. Ex.: HubSpot for CRM Marketing Email.
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