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Admin Best Practices:
Explore the Power of
Data with Tableau
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating
and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected
current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-
based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by
such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s
results could differ materially from the results expressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events;
the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading
provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the
competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our
customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and
prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate
and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of
acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in
complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains
or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic
investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of
Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our
ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development
and maintenance of the infrastructure of the Internet; the
effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those
addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential
availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax
rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and
loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change.
Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the
Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at
www.salesforce.com/investor.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
Connect With Us!
@SalesforceAdmns
#AwesomeAdmin
We’re also on
and
admin.salesforce.com
Join the Trailblazer
Community Group for Q&A
sforce.co/AdminTrailheadLiveGroup
Admin Evangelist
@lizzhellinga
Lead Creative Strategist
@ jdemby
Lizz Hellinga John Demby
Today’s Speakers
Agenda
Solving Problems Quickly with Tableau
Tableau Approach to Data
Tableau Demo
Resources
Solving Problems Quickly
with Tableau
1. Pre-Sales Resource enters tasks
and events related to their work on
an Account or Opportunity.
2. I want to see a report in Salesforce
that shows me where and what my
resources are working on.
3. Sounds Easy …
Time Tracking
Have you seen this before?
• ABC
• Alpha Beta Charlie, Inc
• ABC, a XYZ Company
• ABC, UK
• ABC Global Services
• ABC Contracts
• DEF (A holding company for
ABC’s Assets)
• ABC Japan
• LMN, a ABC Company
I could go on …
Accounts in Salesforce ….
Google Save Me
Tableau? – Sounds like a French Table Company
Tableau to the rescue
10 minutes after downloading my trial
Tableau’s Approach to Data
A technology that completely changes working with data by allowing
simple drag and drop functions to create sophisticated visualizations.
Introducing Visual Query Language
(VizQLTM)
Data visualization
is inspired by
animation
Create Compelling Data Visualizations
Speaker
Name
Speaker
Name
Key Benefits for Salesforce Admins
• Explore any data
• Combine different data
• See insights, outliers, and dirty
data
• Share those insights with users via
browser, mobile, Tableau Public,
and even in Salesforce
Become a Data
Superhero!
• Bring data into Tableau
• Explore data using an interactive
dashboard
• Bring external data sources into
Tableau
• Embed Tableau dashboards into
Salesforce
We’ll show you how to:
Working With Tableau
Demo Time!
Resources
Join the Active Tableau Community!
500+
User
Groups
150,000+
Online Community
Members
One of the finer things about the
Tableau Community is its
authenticity, trust, and knowledge.”
“ The point of where I’m at and where I’m
going, it’s all thanks to the community,
and people believing in and supporting
me.”
“
community.tableau.com
• Free 14 Day Trial - bit.ly/admintableautrial
• Getting Started Videos - bit.ly/gettingstartedvideos
• Tableau Public - bit.ly/tableaupublic
• Tableau for Students and Teachers - bit.ly/tableauacademic
Resources for Salesforce Admins
Q&A
sforce.co/AdminTrailheadLiveGroup
Survey
bit.ly/AdminTableauSessionSurvey
Wrapping Up
Slides
bit.ly/TableauSessionSlides
blog posts | podcasts | videos
admin.salesforce.com
Admin Best Practices: Explore the Power of Data with Tableau

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Admin Best Practices: Explore the Power of Data with Tableau

  • 1. Admin Best Practices: Explore the Power of Data with Tableau
  • 2. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock- based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  • 4. Join the Trailblazer Community Group for Q&A sforce.co/AdminTrailheadLiveGroup
  • 5. Admin Evangelist @lizzhellinga Lead Creative Strategist @ jdemby Lizz Hellinga John Demby Today’s Speakers
  • 6. Agenda Solving Problems Quickly with Tableau Tableau Approach to Data Tableau Demo Resources
  • 8. 1. Pre-Sales Resource enters tasks and events related to their work on an Account or Opportunity. 2. I want to see a report in Salesforce that shows me where and what my resources are working on. 3. Sounds Easy … Time Tracking
  • 9. Have you seen this before? • ABC • Alpha Beta Charlie, Inc • ABC, a XYZ Company • ABC, UK • ABC Global Services • ABC Contracts • DEF (A holding company for ABC’s Assets) • ABC Japan • LMN, a ABC Company I could go on … Accounts in Salesforce ….
  • 10. Google Save Me Tableau? – Sounds like a French Table Company
  • 11. Tableau to the rescue 10 minutes after downloading my trial
  • 13. A technology that completely changes working with data by allowing simple drag and drop functions to create sophisticated visualizations. Introducing Visual Query Language (VizQLTM) Data visualization is inspired by animation
  • 14. Create Compelling Data Visualizations
  • 17. Key Benefits for Salesforce Admins • Explore any data • Combine different data • See insights, outliers, and dirty data • Share those insights with users via browser, mobile, Tableau Public, and even in Salesforce Become a Data Superhero!
  • 18. • Bring data into Tableau • Explore data using an interactive dashboard • Bring external data sources into Tableau • Embed Tableau dashboards into Salesforce We’ll show you how to: Working With Tableau
  • 21. Join the Active Tableau Community! 500+ User Groups 150,000+ Online Community Members One of the finer things about the Tableau Community is its authenticity, trust, and knowledge.” “ The point of where I’m at and where I’m going, it’s all thanks to the community, and people believing in and supporting me.” “ community.tableau.com
  • 22. • Free 14 Day Trial - bit.ly/admintableautrial • Getting Started Videos - bit.ly/gettingstartedvideos • Tableau Public - bit.ly/tableaupublic • Tableau for Students and Teachers - bit.ly/tableauacademic Resources for Salesforce Admins
  • 24. blog posts | podcasts | videos admin.salesforce.com