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]
Tim reacts live to the first Dreamforce keynote after Tableau's move into Salesforce, separating genuine new capability from repackaged Einstein Analytics and marketing gloss. The value is in the method: how to watch a vendor keynote critically rather than take the talking points at face value.
Tableau had just become part of the Salesforce family, and this was its first big keynote under that banner at Dreamforce 2021. Tim watches it unscripted, reacting in real time to the branding, demos and customer stories.
- Content hub is organised by audience and product 0:53
Salesforce+ splits Dreamforce content by role (marketers, admins, developers) and by product line, with Tableau content folded into the wider Customer 360 story rather than standing alone. If you're hunting for vendor content post-event, look for these audience and topic playlists rather than a single keynote.
- Watch for rebranding disguised as new features 3:14
A lot of what's presented as "Tableau AI" is really Einstein Analytics repackaged under the Tableau name, so when a vendor announces something "new," it's worth checking whether it's actually an existing capability being re-labelled for a different audience.
- Brand aesthetics signal a strategic shift 6:44
The nature/forest visual theme and stagecraft borrowed from wider Salesforce marketing was a signal that Tableau's own visual identity was being absorbed into the parent brand — worth watching for at future Tableau-specific events too.
- Listen for the three-pillar narrative structure 12:00
The keynote framed everything around speed, intelligence and collaboration as the three steps to a "data culture." Recognising this kind of rule-of-three framing helps you separate the narrative scaffolding from the substance underneath it.
- Trace acquisitions behind "new" templates 22:15
The new dashboard starters shown in the keynote map directly onto a prior acquisition of a Tableau partner that built industry dashboard templates — a reminder that "new" product features are often bought in rather than built, and it's worth checking company history when a feature appears fully formed.
- Treat customer stories as talking points, not proof 25:05
The Kellogg's segment described outcomes and used product names confidently but never explained the actual mechanics behind the analytics. When watching customer testimonials, listen for what they don't say — usually the how — rather than being swayed by the what.
- Genuine standout: conversational Ask Data in Slack 43:12
Despite the caveats, having a natural-language question answered with an actual chart inside a Slack conversation was a real, impressive capability — though it likely depends on the underlying data being prepared in a specific way to work.
- Separate shipped features from roadmap demos 44:53
Some of the most impressive-looking workflows, like Ask Data and Einstein Discovery inside Slack, were explicitly flagged as landing in a future release, not available at the time of the keynote. Always check whether a live-looking demo is actually GA or a forward-looking mockup before judging a product on it.
- Several flagship demos (Ask Data and Einstein Discovery in Slack) were slated for spring 2022 or later, not available at keynote time.
- "Tableau AI" overlaps heavily with pre-existing Einstein Analytics capability rather than being wholly new.
- Customer success stories tend to sell outcomes and buzzwords without disclosing the actual technical setup behind them.
- Product demos can look slicker than reality — cued slides and rehearsed clicks can mask how many manual steps or how much setup a workflow actually needs.
Use this approach whenever you're evaluating a vendor keynote or big product announcement — check whether "new" features are rebrands or acquisitions, and whether demoed workflows are shipped today or just roadmap.
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- 5 July 2026 at 09:38
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- 5 July 2026 at 09:41 · by Tim Ngwena
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