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Salesforce Embedded AnalyticsSalesforce

Tap into the full power of Tableau and increase product engagement by integrating embedded analytics tools directly within your CRM or third-party applications.

Vendor

Vendor

Salesforce

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Product details

What is embedded analytics?

Embedded analytics expand on traditional business intelligence by seamlessly integrating analytics capabilities into applications, portals, products, and webpages. Instead of data and insights residing in a standalone platform, end-users can access embedded analytics directly in their existing workflows. Embedded analytic platforms enable bi-directional communication between applications so you can create integrated interactions and interfaces.

What can you do with Embedded Analytics tools?

Differentiate your product and discover new growth and monetization opportunities from your data with an embedded analytics platform.

Boost engagement with personalization.

Easy Authoring and Implementation

Work faster through every stage of the analytics lifecycle.

  • Instantly connect to all your data with native, pre-built connectors and SDKs that speed up the development of custom connectors.
  • Jumpstart your analysis with Tableau Accelerators or build from scratch with easy drag-and-drop authoring.
  • Embed content with a modern developer experience that leverages the frameworks and programming languages your developers already know.

White-Labeled Analytics

  • Deliver the experiences your users need–whether viewing or authoring content or both.
  • Maintain your brand with customizable color palettes and a rich set of properties that allow control over how content is displayed.
  • For a seamless look and feel, integrate interactive Tableau views with your application using the Embedding API.

Personalized Experiences

Create personalized experiences that engage your users.

  • Dynamically serve up relevant content using the REST API. 
  • Customize the user experience based on metadata defined by your organization, such as role, department, and region using User Attribute Functions.
  • Display content as your users expect with custom views that save their selections for sorting, filtering, panning, and more.

Expand access to insights for all with a secure platform.

Permission and Content Management

Automate user, content, and permissions management and scale your solution with the Tableau REST API. Develop scheduled and event-driven scripts to refresh data, migrate workbooks, provision users, and more, starting with our Postman collection.

Trusted Authentication

Offer a seamless and secure authentication experience.

  • Facilitate an explicit trust relationship between Tableau and your application with Connected Apps; use direct trust or OAuth 2.0 trust to enable single-sign-on.
  • Let your application take the lead and provide access without needing to provision or maintain users in Tableau with on-demand access.

Security and Governance

Keep your data secure as you scale—with any enterprise architecture or deployment type.

  • Partition data using sites, projects, and permissions for multi-tenant deployments.
  • Implement row-level security in ways that fit your data environment.
  • Stay in full control by setting an allowlist of websites that can embed content from your Tableau instance.