Tableau CRM Winter ‘22 Readiness | Top 3 Features
Well.. whoever is following the Winter ‘22 Readiness Release is probably as excited as I am! Among the many things Tableau CRM is releasing here are my top 3:
BRAND NEW Customer Insights Analytics Template!
So why am I so excited about this template? They just created this template with reusable analycis components specific for Sales and Service including Embedded Customer Insights into Account pages and wait for it.. a New recipe for Activities: CustomerInsights Insights Activity. Basically in this recipe the task and event objects are joined together in a single dataset with other relevant objects, and they are using the WhatId to find the Activity. If you are like me and have struggled to successfully report on activities in the past this is a GAME CHANGER.
This recipe not only joins tasks and events but also other relevant objects such as Opportunity, Users, OpportunityProduct, Account etc..
Another amazing feature of this template are the embedded insights into your record pages!
Rich tooltips on charts
Tableau CRM just made MAJOR improvements on tooltips including the ability to Use A Dashboard Component as A Tooltip! Yes, you read correctly, you can now create a beautiful dashboard component and actually use it on a tooltip so whenever users hover over your dashboard they will see this component!
Repeater widget | A whole new way to represent your data!
Another amazing feature currently in beta is the repeater widget. This widget allows you to represent your data with insightful images and charts! Although this is still in beta, make sure to ask your Salesforce Account Manager for a demo, you’ll be amazing on how you’ll be able to share your data in useful insightful stories.
