Dreamforce reaction
Tableau is now part of the Salesforce family, so I sat down to react honestly to the Dreamforce keynote and separate the genuine innovation from the marketing.
- Tableau AI is largely a rebrand of what was Einstein Analytics, so a lot of "new" Dreamforce content is repackaging existing Salesforce capabilities under the Tableau name.
- Salesforce's new dashboard starters tie back to its acquisition of Swiss Tableau partner Lin Tao, which built industry dashboard templates.
- Several keynote demos showed forward-looking, not-yet-shipped features (Ask Data and Einstein Discovery in Slack are slated for spring 2022 or later), so the "live" workflows aren't always available today.
- The conversational Ask Data response inside Slack is genuinely new and impressive, even if it likely depends on data being prepared a specific way via Einstein.
- Customer stories like Kellogg's tend to sell outcomes and talking points without explaining the actual "how" behind the analytics.
- Why react to Dreamforce0:00
- Navigating the Salesforce+ content hub0:53
- Salesforce branding and nature aesthetics6:44
- Mark Nelson's opening and audience9:32
- Five pillars of a data culture12:00
- Francois on speed and connectors16:33
- Dashboard starters and the Lin Tao acquisition22:15
- Kellogg's customer story25:05
- Avni on intelligence and augmented analytics34:08
- Phil Cooper's dashboard and Slack demo36:18
- Ask Data, classification and Slack collaboration44:53
0:00Hey, it's Tim here. In today's video, we're
0:01doing something slightly different. I've
0:03got my headphones on because we're going to
0:04be doing a reaction to a video from Dream
0:07force. Now Dreamforce is the annual
0:10conference at Salesforce. And of course,
0:12this year, like last year has been sort of
0:14different. So there's been an online
0:15presence for our Dreamforce is known to be
0:18one of the largest conferences in the world
0:19. If you've been to a tablet conference, and
0:21you think that's big, wait till you see
0:22Dreamforce Dreamforce is just on another
0:25level in terms of scale. And in terms of
0:27the kind of people, the different products
0:29that
0:29are covered there, it's just something else
0:32. And of course, now that Tableau is part of
0:33the Salesforce family, it's actually quite
0:35important now that we start paying
0:37attention to the keynotes that are
0:39delivered at Salesforce. Because of course,
0:41that is now the new home for Tableau. So
0:43what I thought I'd do this time round is I
0:45do a live reaction to the Dreamforce
0:48keynote, essentially for Tableau, if that
0:50makes sense. But what I want to do is start
0:53on the Salesforce plus page, because this
0:55is actually where all the content is being
0:57hosted. Salesforce plus was announced
0:59earlier in the
0:59year, basically, whenever you hear a plus
1:02on a product, it's normally the streaming
1:04version of that particular product, I
1:06personally hate it, I don't know why
1:08everyone decided to do it. Maybe it's off
1:10to Disney plus, people, people just sort of
1:12took to that, I don't know, who knows. But
1:14nonetheless, we're here. And so what you
1:16can do is you can go to the Dreamforce page
1:18, if I just click on that here, and actually
1:20goes directly to the content just about
1:23Dreamforce in 2021. And if you go down,
1:25there's a whole bunch of different content.
1:27And actually, while we're here, it's kind
1:28of interesting.
1:29And Dreamforce is, is a huge event. So what
1:32you have to do is you have to help people
1:34channel their time and energy. And you have
1:37to make sure that people kind of find the
1:38content they need to watch. But also, there
1:41is a big presence after the event. So you
1:43also want to make it easy for people to
1:45browse the content that's been shared
1:47during the conference. And the way they're
1:49doing is they're announcing episodes sort
1:51of throughout the whole entire conference,
1:53just to string out the content, it makes a
1:54lot of sense. But you can see here, they're
1:56split by roles. And this is kind of
1:58interesting. So the
1:59key roles they have ourselves, service
2:01marketeers, commerce, it admins, developers
2:04, architects, and partners, pretty
2:06interesting that trailblazers sort of from
2:08all of these except for service marketeers
2:10and commerce. And I don't know why that is,
2:12that's obviously a very deliberate decision
2:14. For some reason, if you know, let me know.
2:16And then you've got it by topic. And I
2:18found this actually the most interesting.
2:20So you've got the best of Dreamforce, which
2:21is like the super playlist, then you've got
2:23slack, obviously, Salesforce acquired slack
2:26. So slack has its own sort of topic here.
2:28And that
2:28makes sense, because it's very much its own
2:30product. And then you have a customer 360.
2:33Now, if you know anything about Salesforce,
2:35they've been drumming on about the customer
2:37360 for a long while I first noticed that
2:39roughly two years ago, I'm seeing adverts
2:41on TV and how and even on YouTube channels
2:45that I follow. So it's quite a big thing.
2:46They're putting a lot of energy into it.
2:48Data integration, customer success, small
2:51business, financial services, health and
2:54life sciences, public sector, comms and
2:56media, retail consumer goods,
2:58salesforce.org, and other industry. So
3:00these are clearly sort of industry vertical
3:02s that they're pitching, and they're
3:04pitching sort of general capability. So I'd
3:06expect a lot of Tableau content to be in
3:08the data and integration space. So if I go
3:10click into that, let's just hit this button
3:13here, you can actually see there's a
3:15separate playlist. And the episodes are
3:17sort of labeled in here in order of how
3:19they appeared. So Tableau AI, essentially,
3:22when Salesforce acquired Tableau, what they
3:24've done is they've taken the Tableau brand,
3:27and applied it to most
3:28of the analytical features in Einstein with
3:31a Tableau brand. So Tableau AI is
3:33essentially what used to be called Einstein
3:35Analytics. So a lot of the content here
3:38will say Tableau AI, it will seem new to
3:40lots of Tableau users. But that's because
3:43it's just it's a repackaging of all the
3:45products. And they've been various blog
3:47posts throughout the year to sort of
3:48highlight this as well. So there's a bit of
3:50MuleSoft, which is another key sort of part
3:52of the Salesforce world, unlocking insights
3:55with Tableau. This is probably the first
3:57reinforce
3:57where Salesforce really want to introduce
3:59Tableau to its customers. I think from this
4:02point onwards, you really start to see
4:04Tableau being sold alongside other Sales
4:06force product in one package. So you're
4:08going to see lots more content from Sales
4:10force about Tableau that's going to feel
4:13like it's being sort of pinched to a very
4:15new audience. And that makes a lot of sense
4:17. You've got a couple more Tableau videos.
4:21But there's a lot of sort of different
4:22technologies here. So you see MuleSoft, you
4:25see Tableau AI, Einstein Analytics, you
4:27see a lot about Tableau. And we've actually
4:29got what I'd consider the keynote here from
4:31the Tableau perspective. So that's actually
4:33what I'm going to react to. But if I just
4:35scroll down, you can see there's lots of
4:37great stuff in him, Slack First Analytics.
4:40This is a capability across Salesforce and
4:43Tableau, Tableau and AWS. And so I'd expect
4:47this sort of playlist to sort of play out a
4:48little bit more over time. But in essence,
4:50if I go back, and we go for that didn't
4:54work, if I go back, and we go just to
4:57the Explore More option here on the top
4:59page, this actually gives us a playlist of
5:01all the key content in the order that it
5:03was released. So this kind of shows you the
5:05chronology of Dreamforce online at least.
5:07And so we want to go to episode I think it
5:10's Yeah, Episode 29, which came out a few
5:12days ago. Mark Nelson basically was leading
5:15this keynote. So if I click onto this, I
5:18think I have to click the play button to go
5:19to the page. And yeah, here we have it
5:21Tableau, unleash the power of your data,
5:24starring Rob Burse, VP and head of global B
5:262B
5:27ecommerce, Kellogg company, so he's
5:30obviously a customer, Philip Cooper, Vice
5:33President, product Tableau Salesforce,
5:37David Lu senior PM at Tableau, Mark Nelson,
5:40CEO, of course, of knee Avni Vadar, I think
5:44director of product management at Sales
5:47force. Arlene Weber, director of product
5:50marketing at Tableau, and Francois Arzun
5:52stad, we all know Francois, we don't have to
5:54say who that is CPA and TPD.
5:57At Tableau, okay. And so there's a bunch of
5:59other content. So what I'm going to do is I
6:01'm going to react to this in sort of the raw
6:04form. I haven't watched this. I've been
6:06involved in a conversation about it, but I
6:08haven't actually watched the content. I
6:11read some notes about sort of what was
6:13covered in the in the in the conference. So
6:15I want to get stuck in and just just see
6:17what we saw we take of this. So I'm going
6:19to be pretty open and honest, I think a key
6:22role as a you know, Zen master sometimes is
6:24to be sort of a
6:25critical friend in that sense. So I'm going
6:28to try and be as pragmatic and as honest as
6:30I can be from what I hear. And we're going
6:33to sort of reflect on it at the end as well
6:35. So let's get started. And yeah, let's see
6:38what we find out.
6:44Okay, so right out of the bat, I think I do
6:47have to say one thing, which is, it's, it's
6:50so interesting how Salesforce marketing,
6:53like pitches, the ecosystem of Salesforce,
6:56it's always done in this sort of very
6:59foresty and woody environments, you always
7:02have trees, you've got this Einstein guy,
7:04there's always animals involved, even the
7:06Salesforce spring releases, those are all
7:08pitched around wildlife, there's this sort
7:10of sort of analogy that I painting almost
7:13around nature and you know, being in the
7:15wild, and it's sort of an interesting thing
7:17, because if you've ever seen a Salesforce
7:19interface, it's far from those kind of
7:21scenes, it's actually very clunky, because
7:23it's essentially lots of things that are
7:26plugged together. So I find that
7:28interesting. And it's been interesting to
7:29see that sort of migrate over to Tableau,
7:32we've seen Tableau staff start to, you know
7:35, their emails have changed, their slide
7:37decks have changed. And so there's a lot of
7:39Salesforce looking stuff in this, and we
7:41should expect this at conference at Tableau
7:43conference as well, Tableau does have its
7:45own identity. And it's sort of, I think,
7:47desperately trying to hold on to it as much
7:50of it as much as it can, because that's
7:52what most Tableau users are familiar with
7:54historically. But nonetheless, I think the
7:56Salesforce sort of the Salesforce identity
7:59is a strong one. And I think it's just a
8:02matter of time before we we kind of lose
8:04what we use to know is the Tableau identity
8:06instead of image. So yeah, let's get stuck
8:08into this and see see a bit more.
8:10Alright, it's time for everyone's favorite
8:19moment. It's the forward looking statement.
8:21Today we'll be sharing some exciting news
8:23and announcements. Please make all of your
8:26purchasing decisions based on commercially
8:28available products, right?
8:33Okay, so this is exactly what I mean. I
8:35mean, you're coming out into a stage and
8:37look at look, just look at how much effort
8:39has gone into the stage. This is, this isn
8:41't sort of accidental, the stage is very
8:43much set in this way. And this is important
8:45for two reasons. They know this is being
8:47filmed. So all of this also forms a
8:49backdrop. And it does try and paint an
8:52image about I think the not the not the
8:55ethos, but just the aura around the product
8:58, how you should feel around the product,
9:00this is sort of their message. You should
9:02feel calm
9:03out one with nature, natural, all these
9:05colors, green, yellow, blue, these are all
9:08very sort of natural colors. And that's
9:10what they try and associate themselves with
9:12. And that's a very deliberate ploy. I don't
9:15know why I don't know too much about that
9:17in the past. But all I know from my
9:19experience in design is that is a very
9:21important sort of thing they're going for
9:24here. It's so deliberate, you can't sort of
9:26ignore it. So let's play on anyway.
9:31Is Mark. Hello, everyone. Welcome to the
9:35Tableau keynote at Dreamforce 2021. We're
9:38so excited to have you join us today, those
9:40of you in person here in San Francisco, and
9:42all of you online around the world. Okay,
9:45so this is interesting Dreamforce actually
9:47did have a few people at conference. That's
9:50interesting, because the Tableau conference
9:52is not in person, it's all virtual. And
9:55that's an interesting, it's interesting
9:57that Dreamforce is sooner. And there's, I
9:59believe there's a lot of sort of
10:01difficulty with, you know, in America
10:01around vaccinations and the resurgence of
10:01the the variant that originated in India.
10:01And but it's interesting that some people
10:01have actually made it to the real event.
10:01And you can see them here on video. I
10:01wonder if those people are like a select
10:01few people that have sort of been granted
10:01access. So it's not the hundreds of
10:01thousands, but it's more like the thousands
10:01of people that have made it to the event,
10:01just to
10:31give it a bit of atmosphere. And I will
10:32also say one small thing. Mark Nelson's l
10:35avalier mic is absolutely huge. lavalier m
10:38ics are supposed to be small. And I think
10:40they're outside, you can kind of see there
10:43's a little bit of wind if you look at the
10:45brushes, there's there's wind blowing
10:47around. And I think he's got a massive sort
10:49of windshield on his lavalier mic, but you
10:52can also actually get these lavalier mics
10:55that eclipse that go underneath your top.
10:58So the lavalier mike could have been placed
11:00slightly differently to just just not make
11:02it as obvious as it is. And it's not doing
11:04a good job of actually blocking the wind. I
11:06can hear that just in the audio. Maybe I'm
11:08being picky, but nonetheless, I mean, can't
11:11help it. I mean, it's the CEO of Tableau,
11:13you could have at least given them like a
11:15decent lav mic anyway, nevermind.
11:17I'm Mark Nelson, President and CEO of Table
11:20au. And today we have some exciting
11:22innovations to share with you. But first, I
11:24wanted to say thank you. Thank you to our
11:26new listeners. Thank you for tuning in
11:28today. And thank you to our existing
11:30customers. Thank you for your business. And
11:33thank you for the feedback that make our
11:34products better every release.
11:38That's an interesting opening statement.
11:40And he first started by saying thank you to
11:42the new watches. So very much acknowledging
11:45the new audience. And then obviously not
11:47forgetting the heritage of Tableau thanking
11:50past customers. I think that's an important
11:52sentiment or maybe touching that later. Let
11:55's watch the rest and see if it comes up
11:57again. But just wanted to sort of highlight
11:59that.
12:00We're working in an all digital work from
12:02anywhere world. Data has never been more
12:04important because every digital
12:06transformation is a data transformation. As
12:09you go digital, you get new data that helps
12:12you see your business and your customers in
12:14an entirely new way. Data is the lifeblood
12:17of every organization. And here at Tableau,
12:20our mission has always been to help people
12:22see and understand data.
12:25Because people are at the center of our
12:27mission, we help organizations of every
12:30size and in every industry establish a data
12:33culture. And it's interesting.
12:38We, I think the choice of word is very
12:41smart there. And why don't know what you
12:45heard when when you had that, but we help
12:48is a very important one help doesn't mean
12:52that you get them there. It doesn't mean
12:55that you do it for them help. It's like one
12:59one one part of a bigger picture. And so
13:03yeah, let's just see. Let's see what else
13:04he says
13:05in establishing a data culture. There are
13:07two pieces, the technology piece and the
13:09people piece. Well, the best parts of my
13:12job is I get to talk to customers and
13:13leaders who have established great data
13:16cultures all the time. And I hear some main
13:19themes in those conversations on what they
13:21want from the technology that helps them
13:23establish those data cultures.
13:24OK, yeah. First is to bring analytics to
13:27the people. You have to have it. So you
13:29have data and analytics where people work
13:32every day, and that means embedding
13:34analytics into the applications where they
13:37work. Right. Second is to make it easy for
13:40people to get to the answers that they want
13:42. That means people of all technical skills
13:45have to easily get to the answers and
13:47insights that they need.
13:49It also means being powerful tools like A.I
13:51. and M.L. to everyone without making them
13:53become data scientists. If you can bring
13:55those intelligent insights to your users,
13:58your tool will be loved by people. And that
14:02love of the tool is key to adoption and
14:04utilization to truly establish a data
14:07culture.
14:08If you're going to have all of your users
14:10using data, it has to be trusted and
14:12governed. That's both for the security of
14:14your data and to know that the insights
14:16that people are getting from that data are
14:19accurate and can be trusted. And last but
14:21certainly not least, is to have
14:23collaboration built in because
14:25collaboration is the key to getting those
14:27insights and answers across your entire
14:29organization and truly establishing that
14:31data culture.
14:33This is really cool, because, well, I'm
14:36maybe jumping ahead there, but I'm
14:38interested in this because it's put on here
14:41. It's interesting, really interesting. They
14:45are blocks for a data driven organization.
14:48And there's sort of a level of layers
14:50behind this embedded in business apps. In
14:54that image, you can see Salesforce and you
14:56can see something embedded inside of Sales
14:58force. I don't think it's actually a Tableau
15:00dashboard. It might be a Tableau dashboard,
15:02but it's too small
15:03to really make it out. Easy and smart.
15:05Einstein there, there's a little hint
15:07towards Einstein Analytics. Loved by people
15:10talking about the love for Tableau desktop,
15:13Tableau public and sort of the existing
15:15sort of heritage around Tableau. Its users
15:18commonly talk about how much they enjoy
15:20using it. Trust and governments, this is
15:22pointing at Tableau server, and then
15:25collaborative, hinting to words, Slack here
15:29in that screenshot, but what they're really
15:30talking about is the ability for people to
15:32sort of engage
15:33in discussions with data recently with
15:34Slack, but on Tableau server and commenting
15:37and all those capabilities, as well as
15:39inside of Salesforce. Einstein has also
15:41allowed people to sort of do the same kind
15:43of thing. So it's interesting that these
15:47are the sort of five pillars that they talk
15:50about for the data driven organization. So
15:52let's see what else Mark has to say.
15:55Now I know that's a lot to take in and a
15:57lot to keep in your head. So the good news
15:59is no matter where you are on your data
16:01culture journey, Tableau can help. And
16:04today we're going to talk about three steps
16:06to get started to truly unleash the power
16:08of your data. The first of these steps is
16:11speed. We'll talk about how to get started
16:13quickly and discover insights fast. The
16:16next is intelligence. How to get
16:17intelligence infused throughout your
16:19business and to make data driven decisions.
16:22And last but not least is collaborate.
16:24And how you collaborate on all your amazing
16:26insights to build a strong data culture. So
16:28get started on this journey and talk about
16:30our first step. I'm going to bring out
16:31Francois to talk about speed.
16:33Great. Francois is the chief product
16:36marketing officer. Yeah, I think Francois'
16:39role is the role of the...
16:42The first step in building a data culture
16:44is helping everyone make better decisions
16:47faster. Because speed matters. Getting data
16:50into the right hands of the right people at
16:53the right time is the difference between
16:56thriving and barely surviving. But there
16:59are a lot of challenges to getting that
17:02data to the people.
17:04Getting speed is really, really hard. As we
17:06're accelerating the digital transformation,
17:09we're also accelerating the data
17:10transformation. The average enterprise has
17:14over 900 applications generating data.
17:18There's data everywhere. And with all of
17:21that data, we're drowning in data and
17:24lacking in insights. It could take months
17:27to get value from all of that data.
17:31What we want is to unlock all of that data
17:33and make it easily accessible to everyone.
17:36It's not a data explosion, it's data chaos.
17:38And this is where Tableau comes in. We
17:41provide built in connectors to all of your
17:43applications.
17:45Whether that data is sitting in databases
17:47or applications, on premises or in the
17:50cloud, we can help you get to that data
17:53quickly.
17:55So this is interesting. What they've chosen
17:57on this list is very interesting. Because
18:00in the past, it's not been this. In the
18:02past, it's been this sort of very old, like
18:06laggard databases like Microsoft SQL Server
18:09, you know, what is it?
18:13Redshift, all those kind of databases, you
18:15know, standard, I forget the term for them.
18:19It's not coming to me, it's coming to me.
18:21Oh, no. Anyway, just the traditional
18:24databases that you've always heard of
18:27Oracle, those kind of thing.
18:29This is interesting. Data Armor, Salesforce
18:31, Marketing Cloud, Salesforce, Salesforce C
18:34DP, Salesforce, MuleSoft, Salesforce,
18:37Commerce Cloud coming. I think Commerce
18:39Cloud is part of Salesforce. Azure,
18:41interesting, they'd call out a pretty big
18:44competitor in this sense, Microsoft.
18:47So they've picked out some of the most
18:57forward looking and freshest data sources
19:09in the industry. So it's sort of
19:15interesting.
19:16And yeah, the connectors are there. There's
19:18a little obviously caveat, those not all
19:20those connectors exist in all parts of the
19:22product, but across the tablet platform,
19:24they're generally that many connectors. And
19:27you can obviously add more with a DBC
19:29connectors, web data connectors and so on
19:31and so forth.
19:33We provide out of the box connectors to
19:35everything. And we're introducing new
19:38connectors for Salesforce data, new
19:40connectors for Marketing Cloud, Commerce
19:43Cloud, Data Rama, MuleSoft and the brand
19:46new Salesforce CDP.
19:48Tableau is the fastest way to get from data
19:51to insights for the entire Customer 360.
19:55But for those of you that live and breathe
19:58Salesforce data, well, we got something for
20:00you too.
20:02We're introducing Salesforce data pipelines
20:04. Salesforce data pipelines is the easiest
20:08and fastest way to prepare, transform and
20:10augment your Salesforce data.
20:14So this looks like an Einstein analytics
20:17sort of evolution. It feels like something
20:20that Einstein analytics was working on
20:23before. Because this visual sort of
20:26documentation, this this this sort of
20:29visual design of a product. If Tableau was
20:32doing this, it would look more like Tableau
20:34prep.
20:36If it was going to be sort of built by the
20:38same sort of group of people, but this,
20:40this looks different. This looks more akin
20:43to sort of Einstein analytics. But let's
20:45keep watching.
20:47It's built right into Salesforce. So you
20:49get the trust, the scale and the
20:51performance that you expect with Salesforce
20:53. So now all of that Salesforce data can be
20:56easily prepared and loaded directly into
20:59the trusted CRM.
21:02Okay, so now that we have access to all of
21:04this data, how do we bring it out to people
21:07, right? And Tableau is the easiest way to
21:10get data and insights. But we want to go
21:12one step further. We're bringing Tableau
21:15everywhere across the Customer 360. We're
21:19bringing it to every Salesforce cloud and
21:21every industry. We're introducing pre built
21:23dashboard starters.
21:26So something that's hitting me hard here is
21:28that, man, I am not in tune with the Sales
21:30force ecosystem language, right? And I
21:33generally know what the 360 is, I know what
21:35the sort of general tools are. But it's so
21:38interesting to hear Tableau executives
21:42talking very fluently about different parts
21:46of the Salesforce ecosystem.
21:48So Salesforce audience, you're probably
21:50completely in tune with this. If you're a
21:52trailblazer or someone who's lived and
21:54breathed Salesforce for the last few years,
21:56you're probably pretty aware of all of
21:58these parts. But as someone who, dare I say
22:02Tableau's endmaster, this is all very
22:05foreign to me.
22:06And it's not sort of what I understand a
22:08Tableau. So yeah, I'll come back to this
22:10point a little later on. But yeah, let's
22:12keep listening.
22:15So the dashboard starters help you go from
22:17data to insights and minutes. These
22:19dashboard starters provide built in best
22:22practices for your industry and for your
22:24use case. It includes key performance
22:27indicators, transformations, and pre built
22:30dashboards that help you bring your data to
22:33life.
22:35And this is really interesting because a
22:38few weeks or maybe a couple months ago,
22:41Salesforce announced they were buying a
22:44partner in the Nordics, I think I can't
22:47remember exactly. And let me see if I can
22:50try and find it. So let's try Salesforce
22:53acquires Tableau partner. Let's see if we
22:58can find it.
23:00Here we go. I think I found it. Had to
23:02search quite a bit on Google. But here we
23:04go. I think I found it. It's this
23:06particular welcome Lin Tao essay to the
23:09Tableau data fam. With Thrill, Salesforce
23:12has acquired Lin to essay a global tablet
23:13partner based in Switzerland, Switzerland,
23:16that delivers analytical analytics
23:18dashboard templates and consulting
23:20expertise in dashboard designs.
23:23Welcome to the Tableau team. Okay, so if I
23:26go and search this particular company, we
23:29probably will find something here you go.
23:34And so looking for a dashboard, they're
23:38clearly a they're clearly like a dash
23:42boarding templating kind of company. So let
23:45's see.
23:48You can kind of it looks like a shopping
23:50cart for different Yeah, they seem to have
23:53like a bunch of dashboards for different
23:55industries ready to go. And it's kind of
23:58interesting. Let's see that they have Table
24:01au, Power BI and so on and so forth. But it
24:04's probably their dashboards in the Tableau
24:06space that got most people are very
24:08interesting. So they have different sorts
24:14of build and design processes. It's kind of
24:17interesting how they're built.
24:17It's kind of interesting how they they go
24:19about it. They've got their sort of general
24:21area there. Let's see what this is. Any
24:25relational data. This is just like a
24:29marketing video. I mean, I'm in the
24:33template man like, I'm two minds about
24:36templates. templates is sort of weird. I
24:41don't know, we'll have to wait and see what
24:42they're like. But anyway, we're getting off
24:44sidetracked here. And Tableau acquired this
24:45company a few months ago.
24:46And then hey, what'd you know, there are
24:49lots of starter templates ready to go in
24:52Salesforce. I should have said Salesforce
24:55acquired that company a few months ago, but
24:56technically Salesforce is Tableau. So it
24:58was actually Tableau. But nonetheless, hey,
25:00we have some dashboards ready to go.
25:02Surprise, surprise.
25:05And we know that data is a competitive
25:07differentiator. The organizations that can
25:10utilize that data effectively, are able to
25:13generate better business outcomes and
25:16deliver better services. And nobody has
25:19unlocked data, as well as Kellogg's. Kell
25:23ogg's is truly the customer in the data
25:27transformation and in analytics.
25:29And it's my pleasure and honor to introduce
25:32Rob Burse, head of global B2B eCommerce to
25:35share you his story. Rob.
25:38Virtual fist bump. Welcome to Greenforce.
25:45Thank you very much. Pleasure to be here.
25:47That's fantastic. Tell us about your role
25:50at Kellogg's.
25:51So you heard I'm responsible for global B2B
25:53eCommerce. So it's very much an innovation
25:56role. There's a lot of things happening.
25:59But fundamentally, you know, it's all about
26:01powering the vision that we put together.
26:03We're looking to change the industry, the
26:05industry's approach to value creation,
26:07especially across the long tail of retail.
26:10This segment, you know, we feel is very
26:12important and can unlock a lot of potential
26:14for us.
26:15So we're starting with, obviously providing
26:18enterprise level analytics to thousands of
26:21retailers, so that we can collaborate
26:23digitally with them and share insights that
26:26can help power their growth from today,
26:29tomorrow and into the future.
26:30So we think it's a very, very powerful
26:31value proposition. And I'm just personally
26:34excited to see how it unfolds.
26:36I have to say, like, like, I'm gonna say
26:39this about fast moving consumer goods
26:42companies, and that is that they talk a
26:44good talk. But when having worked, I think,
26:49nearly half of my consulting life for fast
26:52moving consumer goods companies, they talk
26:56a good talk.
26:58However, when you actually get down to the
27:00detail, like if you actually boil down what
27:03's being said, and what's being done on the
27:05ground, it can look very, very different.
27:09So they are great people to have on the
27:12stage because they do very much live at
27:15this sort of frontier of data. Pretty much
27:18everything they do is data, things like
27:20running promotions, looking at things like
27:23retail price indexes around the world,
27:26things like distribution,
27:27everything around the fast moving consumer
27:30business is about sort of fine tuning costs
27:33at such a minute level, because of the
27:35scale that they operate at. So data is very
27:38much at the heart of that. So I'm
27:40absolutely great customer to have on stage.
27:43But I always say, look, you really have to
27:45pay attention to what's actually being said
27:48and what's actually been shown to evaluate
27:50for yourself whether the sort of the claims
27:53match the reality if that makes I'm not
27:55saying it's not true. I'm just saying these
28:00things, these statements can sound grand,
28:01but when you actually get down on the
28:02ground, it's it's a very, very different
28:04world. So let's just keep listening.
28:06That's incredible. So Rob, how is Kellogg's
28:08using Salesforce and Tableau to drive
28:10business outcomes for all your retailers
28:12out there?
28:13Yeah, so it's a multifaceted approach. We
28:16're trying to build a single common platform
28:19that allows us to create value across our
28:23customer base and solve ecommerce problems
28:26for the markets that we work across.
28:29That was just a masterclass in how to say
28:33something without saying anything. Okay.
28:38Yeah, let's let me instead of jumping to
28:40conclusions, let me just finish this and
28:44just see. Branswaj is basically asked, how
28:46are you doing it? Okay, let's wait and see.
28:49So, you know, in our value proposition, we
28:53're trying to find a path to create the
28:57tools that turn the lights on.
29:01You'd be surprised or maybe you won't. Many
29:03of our retailers, especially the small
29:05retailers, have no insight into how they're
29:07performing versus their peers by logging in
29:10to mykellogg.com,
29:12which is, of course, powered by Commerce
29:15Cloud, and then accessing the Tableau data
29:18powered by Einstein,
29:20we're able to provide every retailer with
29:22the ability to see how they're comparing
29:24themselves, especially their peer groups,
29:26and then also monitor their growth.
29:29That's really interesting. So when you dig
29:30down, he uses the word Tableau, but he's
29:33actually talking about Salesforce and
29:35Einstein analytics. Really key point there.
29:40As the action, some of the recommendations
29:41that we're bringing. Now, this is the
29:43interesting part. The recommendations
29:45themselves are what changes everything.
29:49We're able to now identify the most
29:51important products that represent the ideal
29:55assortment in every store,
29:57in every part of the world, no matter what
30:00store it is, size, shape, location.
30:03And from there, we can make recommendations
30:05to ensure that every store can maximize
30:08shelf revenue today, in line with consumer
30:10demand.
30:11Totally game changing, fantastically
30:13exciting.
30:14That's amazing. That's a game changer. It's
30:16speed, it's intelligence, it's
30:17collaboration all built in.
30:19Absolutely. So last question for you. Why
30:21did you choose Tableau?
30:23So I think I still stand by my statement.
30:26He said what's going on. He didn't actually
30:28say how.
30:29He said what they're using. He's talking
30:31about Einstein analytics, he's talking
30:32about Salesforce.
30:34He's talking about the outcomes and so on
30:36and so forth. And that's fine.
30:39But he didn't actually say how. What is
30:41Einstein analytics actually doing to arrive
30:43at these predictions?
30:45Einstein analytics is an off the shelf
30:47product, Salesforce. I think we know what
30:49that's involved in.
30:50It's basically the platform they log into.
30:53But what exactly is it doing?
30:56That's not really in this question. They're
30:57just basically talking about the fact that
30:59they're using it and that's it.
31:01There is no real how underneath that. But
31:03this is part of the conference.
31:05This chat from Kellogg's is not going to
31:08get on stage and tell the whole world how
31:11exactly they're using it.
31:12Because of course, it's a competitive
31:14advantage. So he has to talk about it in
31:16his cryptic ways.
31:17But I just wanted to call that out. But
31:20yeah.
31:20Clearly you're getting a lot of value. What
31:22were some of the deciding factors to
31:24choosing Tableau to help you power this
31:25transformation?
31:27Three reasons. The first is we wanted to
31:29stay on platform. We want to make sure the
31:30applications we were using played well
31:33together.
31:33And make sure that we weren't handicapping
31:35the extensibility of the platform going
31:37forward.
31:38Two is that we wanted to make sure that we
31:40had an opportunity to use speed and
31:42velocity, but have flexibility.
31:45So we have thousands, if not millions of
31:47pieces of data we wanted to consume and
31:49then test.
31:50Test with the customer to make sure that it
31:51was resonating and delivering against our
31:53promise.
31:54And then the final thing is ensuring that
31:56we're able to do all of this and make it
31:58easy to consume through a mobile device.
32:01And Tableau did all that for us.
32:03That's amazing. Interesting again, the use
32:05of Tableau.
32:06What is interesting there is those key
32:09points were the kind of things that people
32:13talk about in business and operations as
32:17being the desirable outcomes of things.
32:21So it's again Tableau and Salesforce making
32:24sure that Rob's talking points here really
32:27ring home to people.
32:29I wouldn't be surprised if Rob's talking
32:31points and sort of what he was going to say
32:33was refined a little bit to sort of touch
32:35on these things.
32:36Because he's a customer as well, so he is
32:38sort of speaking true to this phenomenon.
32:41He wouldn't be on stage speaking to it if
32:43he didn't believe he spoke to it.
32:45But the choice of words, the choice of
32:46points, that can sometimes be a
32:48collaborative thing.
32:50Amazing. Well, thank you for being a Trail
32:52blazer. Thank you for being here and sharing
32:54your story.
32:55Thank you very much. Take care. Cheers.
32:57So that was really interesting. We didn't
33:01see anything. We didn't really get the how
33:03and there you go. Off stage.
33:06Here you go, Rob at Kellogg doing these
33:08great things.
33:09Maybe there's a session that Rob does a
33:10little later on where you get hands on.
33:13At a normal Tableau conference you would
33:14get something like that where you sort of
33:16get into the deep dive and it's an hour
33:18session.
33:19So I'll try and look around and see if
33:20there's maybe a session where Rob does go
33:22into that into more detail.
33:24But again, if I was honest, it's the kind
33:26of thing that a business consultant would
33:28have turned up and said they were going to
33:30do for you prior to delivering the project.
33:32So it's nothing really sort of that
33:34surprising.
33:35But it's nice that, you know, Rob as a
33:37customer feels confident getting up and
33:39saying that this is what it is actually
33:41doing for us.
33:42It takes a lot to stand up and sort of back
33:46a product in that way.
33:49So speed, intelligence and collaboration
33:51were core to Kellogg's success.
33:54And intelligence is at the heart of Sales
33:56force and at the heart of Tableau.
33:59And I'm pleased to welcome Avni to share
34:01with you how we're bringing intelligence
34:04across the Tableau and Salesforce platform.
34:07Avni.
34:08Thank you, Francois. And welcome to all of
34:16you here.
34:17I'm so excited to talk to you about my
34:19favorite topic, intelligence.
34:21As Francois just showed us, the first step
34:23to building a data culture is giving your
34:25people insights fast.
34:27But to take your analytics to the next
34:29level, you need AI built everywhere that
34:31you work.
34:32OK, so this is a very big call out that
34:35this is what we used to call iPhone
34:39analytics, augmented analytics, business
34:41science.
34:42Tableau sort of launched a big push around
34:44this in the last year or so, and data
34:46science.
34:47So how this stuff sort of integrates with
34:49everything else. And these are sort of the
34:52talking points here.
34:53So this is good. Let's hear more.
34:55The problem is not everyone has access to
34:57AI, right? Just data scientists.
35:01Well, here at Tableau, we believe that
35:03every person in your business should have
35:05access to intelligent, actionable insights.
35:08That's why we've created a spectrum of
35:10analytics for every single person in your
35:12business, from your business users to your
35:14data scientists.
35:16Today, I want to focus on two key parts of
35:18the spectrum, though.
35:19So on the left, we have what's called
35:20augmented analytics, which is perfect for
35:23your sales and service reps who need quick
35:25insights right where they work and in the
35:27language that they speak.
35:29Then in the middle, we have what's called
35:31business science, which brings the power of
35:33data science to more people,
35:35making the people with business context
35:37equipped with more powerful insights than
35:40ever before.
35:41But you might be wondering, why is the
35:43spectrum important?
35:45This spectrum is the key for us to provide
35:47all of you here today with a unified
35:49analytics platform, or in other words, a
35:52unified view of the data across your
35:54enterprise.
35:55We want to empower more people with
35:57intelligence, whether their data lives in
35:59Tableau, the Salesforce Customer 360, or
36:02anywhere else across the enterprise.
36:04But part of the magic of Tableau is being
36:06able to show you how easy it is to use.
36:09So I'm going to bring Phil Cooper up, who's
36:11going to walk you through how you can embed
36:13intelligence in every step of your
36:14analytics journey.
36:16Over to you, Phil.
36:18This is one big relay race.
36:20They keep bringing people on, who bring
36:21people on, who bring people on.
36:23Today, to set the stage, I'm going to play
36:25the role of a brand manager, a large CPG
36:27company.
36:28And what you're going to see next is my go-
36:30to dashboard.
36:32I use this to track...
36:34I just want to say he's wearing a Tableau t
36:36-shirt.
36:37That is an original Tableau t-shirt.
36:41It's really good to see.
36:43Customer engagement across all my brands
36:44and all through their channels, uses this
36:46every day.
36:47And we built it with a startup for Sales
36:50force CDP.
36:51And what it does is it leverages the data
36:53collection and unification power of the
36:56state of sales.
36:57Interesting.
36:59So this is a Tableau dashboard.
37:02There I was thinking this is all about
37:04analytics, but this is a Tableau dashboard.
37:07I know that because that filters very much
37:08Tableau.
37:09The font Benton Sand, which is the Tableau
37:12font.
37:13This design is very, very common in Tableau
37:15worlds.
37:16These buttons, they're the default button
37:18styles.
37:19You know, a little point here, these aren't
37:21all the same size.
37:22It could have been a bit of refinement
37:23there.
37:24Could have been a bit of refinement on the
37:25spacing.
37:26I'm being pernickety here.
37:27But nonetheless, this is very much a Table
37:29au dashboard.
37:30So this is interesting.
37:31Salesforce CDP.
37:32And ultimately gives me a complete picture
37:34of all my customer touch points.
37:36Now, you heard about Francois talking about
37:39speed.
37:40And I use startups like this to deliver
37:42fast.
37:43And just today, a new project landed on my
37:45desk.
37:46And I absolutely do not have time to build
37:47from scratch.
37:48So luckily, Tableau has a way for me to get
37:50going really quickly.
37:52Francois mentioned that library of best in
37:54class dashboard templates.
37:56We have over 100 of these available today.
38:00And I can select the brand performance
38:02template to get going quickly.
38:05You'll see this.
38:06I'm going to click on this right now.
38:07This is going to be the best choice for me
38:09because KPIs that I need to analyze my
38:12business,
38:13like revenue, customer lifetime, value, and
38:15churn, and all the key dimensions.
38:17So I'm going to pause this and just go
38:18check something.
38:20See if maybe I've missed something.
38:22So dashboard status.
38:25Let's go just check this and see.
38:30Interesting.
38:31So what is interesting here is I'm trying
38:33to see, look, where is this thing?
38:37And I went to look on the website and it
38:40has these dashboard sites for Tableau
38:42Online.
38:43And it's got a few here, but it hasn't got
38:45as many as sort of a list there, over 100
38:48and something.
38:48So let me search this.
38:50Maybe I'm searching the wrong thing.
38:52Extension gallery.
38:55Here we go.
38:56Tableau extension gallery.
38:57Here we go.
38:58This is interesting.
38:59So this is what I think this page is.
39:04You can see home, dashboard extensions,
39:07dashboard starters, connectors, and
39:09datasets.
39:10Here we see dashboard extension connectors.
39:13We don't see datasets and we don't see
39:14dashboard starters.
39:16So I very much think that the extension
39:18gallery is going to be sort of augmented to
39:21have all of this.
39:23And I think this is what's technically
39:24being talked about here.
39:26So I expect to see some sort of dashboard
39:28starters announcement.
39:30And what we're seeing here is actually a
39:31beta, which is why at the very top it's
39:33sort of chopped off.
39:35The other key thing to notice here is that
39:37the SF here is someone's logged into
39:39something.
39:40So this is obviously going to be part of
39:42some sort of experience when you log in
39:44somewhere.
39:45And then you're going to be able to browse
39:46this marketplace of extensions and then
39:48pull them into your server.
39:50So I think that's what's going on here.
39:52Glad we found that.
39:53My business like customer segment.
39:55Now I can use this as is.
39:58I can also customize it.
40:00So that's interesting.
40:01He clicked on that and it took you straight
40:03into Tableau desktop and it took you into
40:07web edit.
40:09And that animation wasn't authentic.
40:11It kind of just, you know, just added it
40:12and it skipped a few steps.
40:14I think they're deliberately trying to sort
40:15of skip out of those steps because they're
40:18planning this.
40:19This is coming in the future.
40:21It's not sort of worked out yet.
40:22So because this hasn't been announced,
40:25nothing.
40:25So it's not even in the beta anywhere on
40:27Tableau sort of program.
40:29My favorite part of the Einstein discovery
40:30predictions.
40:31I think this is going to be the IT on the
40:32cake.
40:33So what we're doing right now is connecting
40:35to a live predictive model deployed on
40:37Salesforce.
40:38And we're going to bring into the dashboard
40:41real time in context predictions.
40:43And we're going to do this with just a few
40:44clicks.
40:45What I don't like about that demo is that
40:47he just skipped past the reasons he was
40:49clicking what he was clicking.
40:51It was like, you see, you know, amazing.
40:56And okay, I'm sure this should be here, but
40:58nonetheless, it's a bit fast.
41:00Now what I have in relation to my
41:01historical churn rate is predicted churn
41:03likelihood.
41:04This will give me actionable views into my
41:06business and allow I can slice and dice
41:09those however I want with the power of
41:11Tableau.
41:12Now, voila, insights predictions ready for
41:15my team to access.
41:17You've heard maybe that Slack is now part
41:19of the Salesforce family.
41:21Yeah.
41:22And of course I can share in that channel.
41:24Now we're in Slack and check this out.
41:27I see an alert about unfulfilled orders.
41:30I will say I'm currently experiencing a bug
41:33and it's not just me where I can't even get
41:35the Slack app installed.
41:37Sorry, the Tableau app installed in Slack
41:39correctly.
41:40I've filed a ticket with Tableau support
41:41and they've sent me off to Slack support.
41:44So now I'm waiting for Slack support and I
41:45bet you Slack support is going to say go
41:47over to Tableau support.
41:49So I like that they're showcasing this
41:51stuff, but right now I'm on Tableau online.
41:54I'm trying to set this up and it doesn't
41:55work.
41:56So when I make a video about it, I will
41:58show the detail of that.
42:00So, you know, at the point where there's
42:02actually something to see rather than like
42:04a failed install.
42:05I'll show you that sort of whole process.
42:07But nonetheless, I'm always sort of, you
42:10know, resonant when a company says, hey,
42:12look, this is live now.
42:13And, you know, here I am actually trying to
42:15do it and it doesn't work as advertised.
42:17It's some sort of a broken integration.
42:19So let's hope that gets solved quickly.
42:22If you've managed to get Slack working in
42:24your Tableau online environment or Tableau
42:26server environment, let me know.
42:28But if not, this is problematic.
42:30I want to understand this better.
42:31So I'm going to use explain data to show
42:33what's driving that spike.
42:35It looks like something to do with fitness
42:36bars.
42:37Okay.
42:38Now I've got further questions.
42:39So this is funny because I started this
42:41session thinking this was about Einstein
42:43analytics.
42:44And now it's like the greatest hits of
42:46Tableau.
42:47Explain data, Tableau web authoring, the
42:51gallery that we've just talked about,
42:53Einstein being embedded inside a Tableau.
42:56I'm going to use ask data to dive deeper
42:58into that issue right here.
43:00So I'm asking what campaigns are currently
43:01running for fitness bars.
43:03Boom, I get answers and I'm going to take
43:05this suggestion.
43:07Okay.
43:08That is pretty cool.
43:10That is new and that is pretty cool.
43:12In a Slack conversation, he's actually just
43:16sent a question back to, I assume, Tableau.
43:21And ask data has actually somehow responded
43:25with a chart?
43:27That is new.
43:29And it's okay, that just blew my mind.
43:33That is pretty cool.
43:36Conversational analytics in Slack with the
43:39power of Tableau.
43:40I would love to see how resilient that is
43:42to a whole host of questions and datasets.
43:45But nonetheless, I assume you have to treat
43:47the data in a specific way.
43:49Have Einstein analytics do some sort of
43:51questioning and so on.
43:53The question asks, what campaigns are
43:55currently running for fitness bars?
43:57And there's a score.
44:01So I do think it's using Einstein analytics
44:03.
44:03I'm sure there are certain things that have
44:04been set up.
44:05But still, very cool.
44:07Look at that.
44:09There's context, there's a chart.
44:11It's not bad, I don't think.
44:13I think it's pretty good.
44:14By adding end date.
44:16Now you'll see if you look at this really
44:17carefully.
44:18Wow.
44:19The full sports campaign ends on October 1
44:20st.
44:21This is important information.
44:23Something I want to share with my team
44:25because it's actionable.
44:26They're going to be able to work with this
44:29and potentially adjust our future campaigns
44:31to avoid stretching our marketing
44:33facilities.
44:34So there you have it.
44:35In just a few minutes, we brought together
44:37the full power of Salesforce to complete my
44:40analysis.
44:41We leveraged the Salesforce CDP, Tableau
44:44dashboard starters, predictions from
44:47Einstein discovery, and a collaboration and
44:49insights in Slack.
44:51I'm going to hand it back to you, Avni.
44:53Okay, what I will say is that transition
44:56was a bit disingenuous.
44:58I would love to see anyone, anyone at Table
45:01au move through all of those things as
45:03quickly as he did.
45:05And then say they did it in a few minutes.
45:07I think it's fair to say that you could do
45:09that in maybe 10 to 15 minutes, but not in
45:13a few minutes.
45:15I think that is a bit of a stretch.
45:17If I'm wrong though, I'd love to be proven
45:19wrong on this.
45:20If anyone can move through, where did we
45:22even start?
45:24I've even forgotten.
45:25Salesforce CDP, it was that dashboard.
45:28He wanted to add something, clicked on it,
45:31he brought it in.
45:32He wanted some more data.
45:34A new campaign came in, he went off the
45:35dashboard starters, plugged it in, set it
45:38up, wanted to add something from Einstein
45:40analytics, dragged it in, set it up.
45:42Go there, share it with his team on Slack.
45:45People ask questions on Slack, come back,
45:47ask some more questions.
45:49Ask data comes back with a response, adds
45:51another attribute to ask data, it comes
45:53back with a follow-up response.
45:55That in a few minutes, I think is a bit of
45:57a stretch.
45:59And the person doing that, I don't think
46:00would be the same person.
46:02For one person to go through that whole
46:04entire flow, that to me would be something
46:06like a Tableau creator,
46:07someone who's very comfortable going
46:09between Salesforce, Tableau and Slack.
46:12And that kind of user is actually quite
46:13rare.
46:14So I'm not trying to be unfair, but I'm
46:16just critiquing that workflow and thinking
46:18that is a good bit of marketing,
46:21but that flow sells a world and a vision
46:23that I don't think is realistic today yet.
46:27Thanks, Phil. That was an awesome demo.
46:38One of the things that Phil touched on in
46:40his demo is called ask data.
46:42Ask data is an augmented analytics feature
46:44which allows users to discover answers
46:46faster with AI.
46:48With ask data, a business user can ask a
46:50question in natural language.
46:52So this is such a mind mess, God.
46:55So ask data is a Tableau feature and it
46:57looks like here what's happened is they've
46:59brought it to Salesforce.
47:01So they've literally lifted it and they've
47:03started putting inside of Salesforce and it
47:05's working in the Salesforce context.
47:08Very same way we see it working inside a
47:10Tableau.
47:11So this is sort of what you expect.
47:14Salesforce features come into Tableau,
47:16Tableau features go into Salesforce.
47:18It's not quite that third tier integration
47:21where the two minds come together and make
47:23something completely new that you would
47:24never have got before.
47:25Maybe that's what's coming next. So let's
47:27see more.
47:28Such as what are my sales going to be next
47:29quarter?
47:30I get an in-context answer that allows them
47:32to dig deeper.
47:34The best part about it is that this
47:36experience is available in Tableau, Sales
47:38force and we're bringing it to Slack next.
47:41By bringing intelligent insights to your
47:43users, you're helping them get more out of
47:45their data, become more data driven and
47:47ultimately make more confident business
47:50decisions.
47:51But all of that is an example of how we've
47:53brought data science to business users.
47:56We've also made advancements for our more
47:57technical audience.
47:59Introducing multi-class classification.
48:02For all of you out there building models
48:04with Einstein Discovery, Einstein just got
48:06a little bit smarter.
48:08With multi-class classification, you can
48:10now classify a record in up to 10 buckets,
48:13up from the two that were previously
48:15supported.
48:16This means that your predictions can be
48:18more complex.
48:19You can solve for more use cases, all while
48:22maintaining full model explainability
48:24through clicks, not code.
48:26Now that we've seen the power of
48:27intelligent insights...
48:29I mean, we blew right that past right that,
48:32but the key thing that was running in my
48:34mind is how data literate do you have to be
48:37to be doing things at that level.
48:39If I just go back, let's just listen to
48:40that again.
48:41Up from the two that were previously
48:43supported.
48:44This means that your predictions can be
48:46more complex.
48:47You can solve for more use cases, all while
48:49maintaining full model explainability
48:51through clicks, not code.
48:53Yeah, that's the thing.
48:54Using models, data models, right, or
48:56predictive models, sorry, and then you're
49:00classifying things into groupings.
49:02And you're doing it through clicks, not
49:03code.
49:04Okay, fine.
49:06But what I always have to argue is, look,
49:07who exactly is doing this?
49:09Is this like a standard business user?
49:12In my experience, data literacy levels, the
49:16person who's doing this has to have a very
49:18adept level of understanding of that data.
49:22And data literacy to be able to sort of
49:24navigate this kind of tooling and be
49:26comfortable.
49:28And this wasn't the data science level, the
49:30data science level was next.
49:32This is sort of the middle step between,
49:34you know, I am a basic user asking simple
49:36questions and being the business user who
49:38knows their stuff and knows the answers.
49:41Maybe I'm not putting enough faith in the
49:43business user in this sense, but I think,
49:45you know, model explainability.
49:48And I think it's a bit of a stretch. I'm
49:50not trying to be a skeptic. Maybe I'm wrong
49:52. If I'm wrong, let me know in the comments.
49:54Let me know.
49:55Now that we've seen the power of
49:56intelligent insights for every single
49:58person in your business, I'm going to pass
50:00it over to Aline, who's going to walk you
50:02through the final step of building a data
50:04culture.
50:05Over to you, Aline.
50:11Thanks, Agni.
50:13So we've seen some amazing content on how
50:15to unleash the power of your data and
50:18develop a data culture.
50:20But discovering intelligent insights fast
50:23is not where this stops.
50:25Today, I'm excited to talk about how you
50:27can leverage those insights to collaborate
50:29with your team and further develop a data
50:32culture with the newest member of our Sales
50:34force family, Slack.
50:37Our product management team has been hard
50:39at work to develop brand new features so
50:42you can take powerful insights from Tableau
50:44and share them inside of Slack.
50:47Imagine you're a sales rep and you live and
50:49breathe in Slack, collaborating on deals.
50:53You've got a question about your data. You
50:56do not need to exit Slack and jump into a
50:58dashboard because now we've made it
51:00possible with AskData in Slack to ask
51:03questions about your data without ever
51:06leaving the flow of work.
51:08So what if I'm inside of Tableau and I
51:10discover an amazing insight?
51:13So it's interesting here because they're
51:17saying these are coming in spring of 2022.
51:23That is April or May next year.
51:23Well, GA spring 22, that's even further.
51:30Tableau notification Slack is already
51:32available. I don't know what GA means, but
51:34I don't know what GA means.
51:36If you know what GA means, let me know. But
51:38spring 22 is next year and coming 22, that
51:41could be any time next year.
51:43So they're not even given a season and I'm
51:44going to assume it's later than spring 22.
51:47So that's really interesting.
51:49So everything we saw before with AskData in
51:51Slack wasn't actually real because you can
51:53see here that it's coming next year.
51:56So that must have been some sort of product
51:59sort of, you know, walkthrough.
52:02They've sort of skipped through screenshots
52:04as if the feature is working because that's
52:05where they're heading with that.
52:07Hence the forward looking statements that
52:08come at the very beginning, you know,
52:11showing you stuff that's coming, but isn't
52:13necessarily confirmed or baked in.
52:15That I want to share with my team. Do I
52:17need to guide my team to where I found that
52:20insight in Tableau?
52:22No, because now we made it possible to
52:25share dashboards and recommendations from
52:28Tableau inside of Slack.
52:31And with Einstein Discovery in Slack, you
52:34're able to easily and simply see insights,
52:37recommendations and predictions from
52:40Einstein Discovery.
52:42One of the challenges with doing this
52:44outdoors is obviously nature is super windy
52:46.
52:47I have to say that wind, whatever it is on
52:50the lavalier mic, is doing nothing.
52:53I don't know, it must have been the
52:55cheapest windmuff ever.
52:57I've got a small one on a lavalier mic and
52:59honestly, if I stood outside in like a
53:02freaking blizzard, you would still not be
53:05able to hear the wind.
53:06So you can get better live mics, sort of
53:09protectors.
53:11It might be that she's standing literally
53:14facing the wind and her body is sort of
53:17acting like a wind sort of wall.
53:20So the air is sort of going right past the
53:21lavalier in between the lavalier and sort
53:23of where she's got it clipped so you're
53:25hearing it more than you should.
53:27But typically again, lavalier placement, if
53:29you put them in the right place, generally
53:31shouldn't have that much wind sort of
53:33coming through.
53:34Especially if you've actually got a sort of
53:35wind cover on there.
53:37That sounds more like a pop filter rather
53:39than a windmuff.
53:40In fact, let me show you what that should.
53:42I don't know why I'm going on the tangent,
53:44but I love my tech.
53:45So we're going to go on the tangent here.
53:47If I grab this, this, this is a proper wind
53:54muff for a lav mic.
53:57Let's see if I can put that in front of the
53:58camera and get it to focus.
54:00See that?
54:01So the reason it's nice and fluffy is
54:02because that's actually what stops the wind
54:04.
54:05So what it looks like they've done is they
54:06've just put like a pop filter, but it's
54:08doing nothing to block the air that's
54:10actually blowing through that.
54:13So yeah, no pro tips on lavalier mic
54:15placement.
54:17I don't know why I went on that tangent.
54:19It's just annoying me.
54:20So I felt like I had to drop some mic on my
54:22audio equipment.
54:24I don't know why.
54:25Let's carry on.
54:26So we've talked about business science and
54:29we've talked about Slack first analytics.
54:32Let's see these come together in a demo.
54:34I'm going to pass it over to David Lowe,
54:36senior product marketing manager, is going
54:38to show us all of this in action.
54:40David, take it away.
54:42Thanks, Celine.
54:45Hey, everyone, I'm David, and I'm so
54:47excited to be here with you all today for
54:49the purposes of this demo.
54:51I'm not going to be David, the product
54:52marketer.
54:53I'm going to be David, the sales manager,
54:55who works with Phil that you met in the
54:56last demo.
54:57Now, as a sales manager, I lead a team of
54:59sellers, and it's my job to make sure that
55:01they have everything they need in order to
55:03crush their quota every single quarter.
55:06So I need to be on top of my data.
55:08I need to be able to access and share
55:10actionable insights with my entire team.
55:13Fortunately, Einstein can help.
55:16Einstein's discovery for reports looks
55:19across all of my past data.
55:21It's looking to see what the key drivers
55:23are that have affected my team's ability to
55:26win deals in the past.
55:28That's throwing him off because that's not
55:30his slide.
55:31You can see there's a brief moment there
55:33where he was like, that's not my slide.
55:36And it says, "Tablet developer portal and
55:38dashboard extensions API."
55:40So let's see how he kind of rescues this
55:41because you can see here, I've stopped on
55:43the exact frame where he's like, what the
55:45hell is that?
55:47Let's see.
55:51And soon you'll see the demo on screen.
55:56I called it right there.
55:57I definitely have the wrong thing.
56:00Poor guy.
56:01That's not his fault because he hasn't got
56:02one of these clickers.
56:04So it's not him.
56:05They've obviously given him a cue point and
56:06they've gone and gone to the wrong slide or
56:08the wrong demo.
56:09They're supposed to sort of go to specific
56:11points when they say something and they've
56:14gone to the wrong place.
56:17So this is like the worst.
56:21Oh, my word.
56:22And this is not this guy's fault whatsoever
56:24.
56:25Like when this happens to you, when you're
56:27not in control of your own slides and this
56:29happens to you and you had a talking point
56:32that relied on talking about what's on
56:33screen.
56:34And then it doesn't turn up.
56:36You're probably thinking, should I pause
56:37and wait and get the technical issue solved
56:39?
56:40Oh, wait, this is being recording.
56:42Should I try and fill time for air?
56:43It's super tough.
56:45So I feel for this guy.
56:46In the meantime, I'll tell you more about
56:47Einstein Discovery.
56:49Einstein Discovery is now on the screen.
56:52Einstein Discovery.
56:54So well filled.
56:56I love that they got it up right as he was
56:57about to say something else.
56:59It allows me to, with a single click, look
57:02across all of my past.
57:04He's back on track, which is great.
57:06It's looking at my historical data and
57:08going through all the possible combinations
57:11and permutations to understand what the
57:13factors were that helped my team close
57:14deals in the past.
57:16And it's fast.
57:18Right away, Einstein surfaces insights for
57:20me.
57:21Here we can take a look at route to market.
57:23We can see which route to market has most
57:25significantly impacted my team's ability to
57:28close deals.
57:29And then I can have my team focus on that.
57:32But that's not all.
57:33I can take it a step further.
57:35I can use data prep recipe to further
57:37enrich my sales data with no code ML
57:40transforms.
57:42This is interesting.
57:44It's very feels like the DNA of tablet prep
57:46being brought into Salesforce.
57:48So you can kind of start to see why Sales
57:50force acquired Tableau's.
57:53It's a very sort of interesting sort of
57:54thing to see.
57:55Predicting missing values.
57:56Clustering.
57:57Let's take a closer look at clustering.
57:59So what clustering does is it looks across
58:01my opportunities and it starts to group
58:03like accounts.
58:05It's AI powered segmentation that's surf
58:07acing hidden insights into buying patterns
58:09that then inform my white space analysis.
58:12This white space analysis helps my team do
58:15stronger targeting.
58:17More effective targeting.
58:18And within my white space analysis
58:20dashboard, I can drill down to the
58:21individual account level.
58:23Let's take a look at 24/7 convenience
58:25stores.
58:26Based on my white space analysis, I can see
58:28that the rep for this account should
58:29suggest selling energy drinks.
58:31Because other customers within that same
58:32cluster have been successful selling that.
58:35Now this is actionable feedback.
58:38And I need to get it out to my team.
58:40That's where Slack comes in play.
58:42My team works and collaborates in Slack
58:44every single day.
58:45Oop, Tab by CRM in the app.
58:47It's really easy to access dashboards just
58:48like this one and then share it with your
58:50entire team with just a click.
58:52But that's not all.
58:54I can also access Einstein Discovery
58:55directly within Slack.
58:57It's as easy as opening this report,
58:59clicking on run predictions, and getting a
59:01likelihood to close for all of these open
59:04deals.
59:05Not only that, but I get AI powered
59:06recommendations on how to improve that
59:08likelihood as well.
59:10Just a couple more clicks and I've shared
59:12that with my entire team.
59:14Now with all of this AI powered guidance,
59:16my entire team can sell more quickly.
59:19So they need a smarter and faster way to
59:21quote as well.
59:22Fortunately, Einstein is built directly
59:24into my quoting process.
59:26Here you see Einstein suggesting a discount
59:28between 45 and 46 percent.
59:30Along with a prediction on the likelihood
59:32that my customer will accept.
59:34So when my rep submits this quote,
59:36automation makes it so that this quote,
59:39which meets certain criteria, is
59:40automatically accepted.
59:42My team is so much more efficient because
59:43they don't have to wait for me to approve
59:45it.
59:46Now all of this AI powered guidance is
59:48helpful for us anywhere, even when we're on
59:50site with our customers.
59:52Just last week, we were at a customer's
59:54warehouse.
59:55And right from the warehouse floor, I could
59:56take out my phone, scan a barcode with the
59:58Tableau CRM app, and immediately get order
60:01insights, sales data on products.
60:04Now this is insights right where we work
60:06and it really increases our customers'
60:08confidence.
60:09So whether you're working from home, you're
60:10working from the office, or you're working
60:12directly with your customer.
60:14I just want to pause there and go back a
60:15couple of steps.
60:17This to me is really cool. I'm actually
60:19super passionate about this exact field.
60:22What's going on here is you're holding up
60:23an iPad as you can see, and it's
60:25recognizing the QR code and pulling out the
60:28facts.
60:29And it's sort of like augmented reality and
60:31it's sort of superimposing this.
60:34This is actually what I've always imagined
60:36augmented reality to be doing in the real
60:38world.
60:39Like showing analytics and data and
60:41information to people at the point that it
60:43's used.
60:44Imagine a retail floor, imagine being able
60:46to scan a QR code and see the sales
60:48performance for all the items on that
60:50particular shelf or on that particular line
60:52.
60:53It's exactly what's going on here. So I
60:54think this is super smart.
60:56This to me is a version of AR that I think
60:58will get sort of the most proliferated use
61:00out in the business.
61:02Maybe using your phone, moving your tablet,
61:04if we have smart glasses in the future,
61:06those will just have that embedded in.
61:08So maybe I'm a little bit crazy, but I've
61:10always thought this was something that was
61:12going to happen.
61:13It's so good to see it here inside of the
61:16demo.
61:17Now this is Insights right where we work,
61:19and it really increases our customers'
61:21confidence.
61:22So whether you're working from home, you're
61:24working from the office, or you're working
61:25directly with your customers,
61:27Tableau's AI capabilities give you the
61:28insights and the automation that you need
61:30in order to sell more effectively.
61:32Cool. Back to you, Alim.
61:35You rescued that pretty well, given that
61:37Railroaded him halfway through that. That
61:39was pretty good.
61:40That was an amazing demo.
61:42So we've talked about how to better
61:44collaborate around your data with people at
61:47your company, but how do you expand your
61:49network outside?
61:51That's a bit random. I mean, whoever's
61:53doing the presentation cues here is just
61:55off point.
61:56That came up too early. I gave away her
61:58point. No reason to listen to her.
62:01That's where the Tableau community comes in
62:02.
62:03Our Tableau community, #OurDataFam, has
62:06over one million members around the globe
62:09in user groups, online, and when it's safe,
62:12in person.
62:13Now the members of our community don't just
62:15engage in these user groups.
62:17They share their knowledge with the world
62:19on Tableau Public.
62:21Tableau Public today has over 750,000
62:25authors, 4.5 million visits, and 2 billion
62:30views.
62:31Tableau Public is our free data platform
62:33where any one of you can create and share
62:36visualizations.
62:38This is great. I love this. I love this. I
62:40love this.
62:40Because it's very much Tableau, well Slack
62:44as well, basically saying,
62:46"Hey, we already have the community of
62:48people to build stuff. Go find them.
62:51This is how active they are. This is how
62:52much they've done."
62:54So I love this. This is very much Tableau,
62:56Slack, Salesforce, talking to the Sales
62:59force community and telling them,
63:01"Go find these people who already know how
63:03to build stuff. They can build it for you."
63:05That's kind of what she's saying.
63:07Think of it as the YouTube of data.
63:11I've got one more exciting announcement for
63:12you all.
63:13We are announcing our new developer portal.
63:16There you go.
63:17This developer portal is the one-stop shop,
63:19and it allows you to create and build on
63:21our developer platform with its very own
63:24risk-free developer sandbox.
63:26This means any one of you can try new
63:28things and create amazing data experiences.
63:32So now I'm going to pass it back to Mark
63:33with some important action items.
63:36Mark, take it away.
63:38That's pretty cool.
63:39Really interesting place to put the
63:41dashboard developer portal.
63:43I think it's a very interesting place.
63:46I wouldn't have said this was a developer
63:48audience.
63:49Why put that there?
63:51It doesn't quite connect for me, but yeah.
63:55That's very strange, right?
63:57Awesome. Thanks, Aileen. That was great.
64:00So today, we've seen three steps to unle
64:02ashing your data and building a data culture
64:04.
64:05First was speed with fast time to value
64:07with connectors and out-of-the-box
64:09templates.
64:10Next was intelligence, how you can infuse
64:11intelligence so everyone across your
64:13organization can take advantage of AI.
64:16And the last was how to collaborate with
64:18coworkers through Slack and across the
64:20whole Tableau community.
64:22So I want to leave you with three action
64:23items today to get started on your journey
64:26with Tableau.
64:27First is join our data fam.
64:29Learn, ask questions, and get inspired by
64:31data people around the world.
64:34Second is to check out our data channel on
64:36Salesforce Plus for more great analytics
64:39content.
64:40And third, check out salesforce.com/analy
64:42tics to learn more about our products, watch
64:45a demo, join a trial, and more.
64:47Thank you so much for your time today, and
64:49I look forward to seeing you again soon in
64:51person or virtually.
64:53Very cool.
64:55I love that call out to Salesforce.
64:57Come find our community of people that are
64:59already there, right?
65:01You're new, come find them, it's already
65:02active, and I think that's the right way of
65:04doing it.
65:05Why try and split the community? Why try
65:07and merge them?
65:08Instead, just bring the Salesforce
65:10community to Tableau users and vice versa.
65:14Okay, that's pretty much it.
65:21There's a sort of a vision for what Dream
65:23force is, if you can make it, but there we
65:26go, pretty much it.
65:29So there was one last point I just wanted
65:32to make, which was actually about his sort
65:37of image here.
65:38Build a data culture, speed, intelligence,
65:40collaboration.
65:41At the very beginning, he did say that it
65:43was the tool was a small part of that.
65:46There's the people side, and then there's
65:47the tools.
65:48And he very much talked about Tableau being
65:50the tool.
65:51I think Tableau do acknowledges there's
65:52something called the Tableau blueprint.
65:55If I just bring this up, and the Tableau
65:57blueprint here is very much Tableau
65:59acknowledging that this is what you have to
66:02do to get the people side of it working.
66:05And they have it broken down into these
66:07sort of different steps, agility,
66:09proficiency, community.
66:11These are the same things we almost heard
66:13speed, you know, what is it?
66:15What are they using here?
66:16Speed, intelligence, collaboration, it
66:18could almost sort of replace this agility,
66:21proficiency, community.
66:23These are all basically the same words,
66:24right?
66:25And they have this lovely thing of threes,
66:27repetition, repetition, repetition, it
66:29works.
66:30And so this makes a lot of sense.
66:32So if you've ever thought about how does
66:33Tableau think of the people side of this?
66:35Well, this is not something you get with
66:37the product.
66:38I think it's really important to understand
66:40the data culture is sort of an amalgamation
66:43of the people who work in your organization
66:45, the shared values, and how it all comes
66:47together, and how it's developed over time.
66:50There's a sort of some core components of
66:52culture and Tableau acknowledges, and you
66:54don't get a data culture just because you
66:56've purchased Tableau.
66:58It's a really important sort of point to
66:59drum home.
67:00And Tableau recognizes, and there's
67:01something called the Tableau blueprint, the
67:04Tableau blueprint kind of guides you
67:05through how to build on these different
67:07things.
67:08And it's actually a properly sort of well
67:10thought through guide on how to do this.
67:13It's very, very thorough.
67:15And it kind of starts right from the top.
67:17So what your executive team have to do,
67:19where your strategy has to go from, and you
67:22can kind of go into this into lots of depth
67:24and read more about it.
67:26So if I go into the just general overview,
67:28you'll see you get this diagram.
67:30And it's again broken down into these core
67:32components.
67:33And if you look over here on the left hand
67:34side, you've got a lot of things there that
67:36can sort of help you out.
67:38So I just wanted to highlight that it is
67:39there.
67:40It's almost like a product in itself.
67:42It has its own help support document.
67:44But on the people side of the thing, Table
67:46au doesn't leave you hanging.
67:48So if you've ever wondered how to go and do
67:50that people side of the thing, then again,
67:52there's a great guide here that you can go
67:53to and you can find out more about.
67:55I'm surprised they didn't call that out.
67:57I didn't. I'm surprised.
67:58Like, you know, Mark's here talking about
67:59the data culture and he spent a lot of time
68:01on the tools.
68:02But he could have just very simply called
68:03out that, hey, we have something called a
68:05Tableau blueprint, which maps out what we
68:07believe is the best way to go about doing
68:09this.
68:10And that would have been a simple call out
68:11and I think would really help a lot of
68:13Salesforce users who are having to build a
68:15data culture and sort of bring data to the
68:17organization.
68:19So that's sort of this the only point I
68:20made.
68:21So, yeah, that's pretty much it.
68:23I really enjoy that. I found it like a
68:25really interesting talk.
68:27I'm going to check out some of the other
68:28videos in the data channel as well.
68:30I think it's important to do that.
68:31This was very much just one piece.
68:33And although it does talk about lots of
68:34different things, I was pleasantly
68:36surprised to see how much Tableau has been
68:38integrated into Salesforce.
68:40There's a few surprises there.
68:42There's a lot of Tableau capabilities we're
68:45used to seeing as data and explain data
68:47being used almost very liberally inside of
68:50Slack and inside of Salesforce as well.
68:53So this is a great opportunity for a Table
68:55au user because suddenly your knowledge now
68:57applies itself to other platforms.
69:00And you can maybe expand your community and
69:02expand your network and even go work in
69:04some of these new places as well.
69:06So that's a really sort of great
69:07opportunity.
69:08But that's it for me.
69:10What are your thoughts? Let me know in the
69:11comments below.
69:12I'd love to know what you thought.
69:13What did you think of this format? Me sort
69:15of just talking through a particular video.
69:17It's a bit weird because the actual session
69:19is 26 minutes and this video is definitely
69:21not 26 minutes.
69:23So it does take a bit longer, but it's just
69:24an interesting thing I might do for future
69:27sessions.
69:28Maybe chop them into parts to sort of make
69:30them a little bit more digestible.
69:32We have the Tableau conference coming up
69:33and hoping to do something with Ravi again.
69:36But if we don't get a chance to do that,
69:37then we'll definitely do something
69:39ourselves.
69:40Maybe even livestream at the event.
69:43So yeah, check that out.
69:44Thanks for watching.
69:45If you enjoy this, you know what to do.
69:46If not, let me know in the comments below
69:48and I'll catch you in the next one as I
69:49knock my mic as I try and sign off for
69:51today.
69:52Take it easy.
69:53Bye.
69:54[BLANK_AUDIO]
In this video, watch and share my reaction to Tableau’s Dream force presentation titled “Tableau: Unleash the Power of Your Data”. As Tableau starts to integrate itself into the Salesforce community and world, expect to see more content about Salesforce don’t he channel and I thought this would be a great way to kick of that journey by seeing how Tableau presents itself to a Salesforce audience. 0:00 Intro 00:57 Salesforce + & Dreamforce 06:39 Mark pitches 3 core elements 16:41 Francois on Data culture 23:03 Tableau acquisition of Lintao SA 25:36 Rob Birse from Kellogs with a use case 34:20 Avni Wadhwa speaks on leveraging AI 36:33 Phil Cooper walks through a demo 38:48 Einstein, Tableau extension gallery & Slack with Ask Data and Explain data 46:51 Ask Data in Einstein & Business Science demo 50:09 Aleene Webber on Slack-first analytics 53:40 Lav Mic pro tips 54:54 David walks through Sales use case with Einstein discovery & Slack 01:01:36 Aleene Webber on the Tableau community 01:03:59 Mark Nelson’s closing remarks 01:05:20 The Tableau Blueprint