Level Up Your Tableau Visualizations: Inspiration from Iron Viz 2025

Tableau’s Iron Viz is more than just a competition, it’s also a way to learn and develop your Tableau skills. Every year, Tableau enthusiasts from around the globe submit their best attempts at Tableau dashboards to compete against the best of the best for a chance to win glory in the name of data visualizations.

Leveraging Salesforce to Identify Growth Opportunities in Wealth Management Using Lookalike Audiences and Machine Learning

Contributor: Gene Zeyger From acquisition to growth and retention, one of the focus areas for many wealth management firms in this turbulent market is building better relationships with their clients. One way of doing that is to understand what the similar clients are doing, not only from an investment perspective, but across the board. Who

Einstein Analytics to Tableau CRM: What You Need to Know About the Rebrand

Last fall, Salesforce announced the rebrand of Einstein Analytics to Tableau CRM, a new name that could be confusing to those familiar with Tableau. It might seem like a small thing, but renaming Einstein Analytics is an indicator of the direction Salesforce intends to go with reporting. Einstein is still the overall AI brand for

Reporting Tools Revisited: Why It’s Tableau and Einstein at the Top

Things have changed! As of October 6th, 2020, Einstein Analytics has been renamed Tableau CRM. At Tableau Conference-ish, this year’s virtual Tableau conference, it was announced that Einstein Analytics would be renamed and continue to provide the best analytics and AI experience in the Salesforce CRM workflow. Read the official press release from Tableau here. We

Einstein Discovery: What’s New in the Salesforce Summer ’20 Release?

Salesforce’s Summer ‘20 Release is here, and there’s been a buzz surrounding some of its enhancements and new features — particularly around Einstein Discovery. Having explored the updates firsthand and looked into the release notes from Salesforce, we spoke with some of our experts to find out what they’re most excited about.   Chris Barbour,

Surfacing Einstein Discovery Results in Your Snowflake Data

A single source of data will allow organizations to quickly build data models and analytical dashboards using data across business units and systems. A native connector from Einstein to Snowflake eliminates the need for potentially costly middleware and significantly simplifies the integration between these systems. But before we can dig into building a model with

Atrium’s Take on the Einstein Analytics and Snowflake Partnership

With an important update to the Salesforce-Snowflake partnership, Einstein Analytics and Snowflake can deliver even more value to customers. Integrations between the two will allow organizations to combine and analyze all data in Snowflake Cloud Data Platform and visualize it and derive new insights with business intelligence tools such as Tableau and Salesforce applications. Since

Tableau or Einstein: The Case for Both

It has been almost 8 months since Salesforce announced its plans to acquire Tableau, and 3 months since the acquisition cleared European anti-trust reviews allowing the companies to officially merge. While Salesforce is still working through what the long-term product roadmap will look like, one thing is already clear: In the near-term, both Tableau and

Einstein Analytics Tips & Tricks: Aggregating Datasets with Recipes

What is a recipe? A dataset recipe is simply a saved set of transformations, or steps, that you want to perform on a specific source dataset or connected data. You would use a recipe to perform transformations like combining data from multiple datasets or connected objects, bucketing the data, adding formula fields, and cleansing the