Slaesforce FAQ

how to tender tableau share exchange for salesforce

by Adriel Dare Published 3 years ago Updated 2 years ago

At the time the exchange offer is commenced, salesforce and the Purchaser will file a tender offer statement on Schedule TO, salesforce will file a registration statement on Form S-4 and the Company will file a Solicitation/Recommendation Statement on Schedule 14D-9 with the SEC with respect to the exchange offer.

Full Answer

How to connect Salesforce to tableau?

Salesforce 1 Before you connect 2 Make the connection and set up the data source. Start Tableau and under Connect, select Salesforce. ... 3 Use Dashboard Starters. ... 4 Use joins in Salesforce. ... 5 Troubleshoot Salesforce connections. ...

What is the difference between Salesforce trailblazer and tableau?

Salesforce has a growing community of more than 1.4 million Trailblazers, and the Tableau Community consists of more than 1 million passionate data enthusiasts.Together, the two communities will represent the largest group of digital business experts in the world—millions of people understanding and transforming the world through data.

What will happen to tableau after the acquisition?

Following the acquisition close, Tableau will operate independently under the Tableau brand, driving forward a continued focus on its mission, customers and community. As part of the world's #1 CRM company, Tableau will remain headquartered in Seattle, Wash. and will continue to be led by CEO Adam Selipsky and the current leadership team.

How to connect to multiple sources in tableau?

All you need to do is sign in your account on your device. Once you have logged in successfully, Tableau’s home screen will open up as follows: In the Connect column, you will find multiple sources you can easily connect to with Tableau. The source can be a file, a server or even saved data sources.

Can I use Tableau with Salesforce?

You can easily embed Tableau views into Salesforce Lightning pages using the Tableau Viz Lightning web component that is available from the Salesforce AppExchange.

How does Tableau connect to Salesforce CRM?

Connect and Sync Your Data to Tableau CRMConnect to Local Salesforce Data. Use the Salesforce Connector to manage the data synced between your local Salesforce org and Tableau CRM. ... Connect to Remote Data Outside of Your Salesforce Org. ... Pre-Pull Data for Recipes with Data Sync.

How do I access Tableau from Salesforce?

Start Tableau and under Connect, select Salesforce....Make the connection and set up the data sourceEnter your sign-in credentials for Salesforce.com.Select Log In.In the Allow Access dialog box, select Allow. If the connection is unsuccessful, verify that the authentication information is correct.

How much did Salesforce pay for Tableau per share?

On Feb. 12, Salesforce made its first offer: An all-stock deal at a valuation of $157 per share, a 25 percent premium on Tableau stock at the time that valued the company at roughly $14.1 billion.

How do I enable CRM in Tableau Salesforce?

Enable CRM AnalyticsGo to Salesforce Setup and enter Analytics in the Quick Find / Search field.Select Getting Started.Click Enable CRM Analytics.

Can Tableau push data to Salesforce?

Use Data Sync to pull Account record data from Salesforce into Tableau CRM, and the Tableau CRM Snowflake Connector to pull Order data from Snowflake. Then use a Data Prep Join node to associate the Order data to Account records and an output node to push the transformed data to Salesforce.

How do I connect Tableau sandbox to Salesforce?

How to connect to your Salesforce Sandbox environment with Tableau Online:Step 1: Sign in to Tableau Online.Step 2: Create New Workbook:Step 3: Connect to Salesforce.Step 4: Sign-in to Salesforce.Step 5: Create connections between tables.Step 6: Proceed to create visuals as you would in Tableau.

What is Salesforce Tableau CRM?

Tableau CRM is a self-service data visualization and business intelligence (BI) platform that integrates Salesforce data with external data. Formerly known as Einstein Analytics, this product boasts some of the most powerful data analysis capabilities in the market.

What will Salesforce do with Tableau?

Tableau can help you fully leverage your rich customer data by providing analytics for everyone in your organization. Use Tableau to blend Salesforce data from across the Customer 360 platform with your other business data for increased visibility and a deeper understanding of your customers.

Did Salesforce buy Tableau?

After acquiring Tableau Software last year through a transaction of $15.7 billion, Salesforce has now announced that Einstein Analytics will now be integrated with Tableau and it will be rebranded as Tableau CRM.

Is Tableau Software good for strategic acquisition?

Is Tableau software good for strategic acquisition? Yes! For sure. It gives you data insight to the extent that other tools can't.

Who is Tableau?

Tableau pioneered self-service analytics with an intuitive analytics platform that empowers people of any skill level to work with data. Tens of thousands of organizations around the world, such as Charles Schwab, Verizon, Schneider Electric, Southwest and Netflix, rely on Tableau to help them see and understand data.

How will Salesforce customers benefit from this combination?

Companies of every size and industry are transforming how they do business in the digital age—customers and data are at the heart of those transformations.

How will Tableau customers benefit from being part of the Salesforce family?

As part of Salesforce, Tableau will be positioned to scale and further its mission to help people see and understand data. Following close, Tableau will operate independently within Salesforce under the Tableau brand, driving forward a continued focus on its mission, customers and community with the full power of Salesforce behind them.

How will the acquisition affect the Salesforce Analytics product roadmap?

With the addition of Tableau, the Salesforce Customer 360 Analytics products now offer the best solutions for every analytics use case.

How much will Tableau and Salesforce spend in 2022?

This creates an incredible opportunity for Salesforce and Tableau, as IDC projects worldwide spending on technologies and services that will enable digital transformation to reach $1.8 trillion in 2022. 2.

What is the difference between Tableau and Salesforce?

Tableau helps people see and understand data, and Salesforce helps people engage and understand customers. It's truly the best of both worlds for our customers--bringing together two critical platforms that every customer needs to understand their world," said Marc Benioff, Chairman and co-CEO, Salesforce.

What is the Salesforce conference call number?

Salesforce and Tableau will host a conference call to discuss this transaction at 5:00 a.m. (PT) / 8:00 a.m. (ET) on June 10, 2019. A live dial-in is available domestically at 866-901-SFDC or 866-901-7332 and internationally at 706-902-1764, passcode 4679837.

Where is tableau headquartered?

As part of the world's #1 CRM company, Tableau will remain headquartered in Seattle, Wash. and will continue to be led by CEO Adam Selipsky and the current leadership team. A Shared Commitment to Empowering Communities.

How to contact the SEC about Salesforce?

Please call the SEC at 1-800-SEC-0330 for further information on the public reference room. Salesforce's and Tableau's filings with the SEC are also available to the public from commercial document-retrieval services and at the website maintained by the SEC at http://www.sec.gov. Forward-Looking Statements.

Is Tableau part of Salesforce?

As part of Salesforce, Tableau will be positioned to scale and further its mission to help people see and understand data. Following the acquisition close, Tableau will operate independently under the Tableau brand, driving forward a continued focus on its mission, customers and community.

Who are the founders of Tableau?

Christian Chabot, Patrick Hanrahan and Christopher Stolte, the founders of Tableau, have all entered into an agreement with Salesforce in connection with the transaction, and have indicated that they intend to tender all of their shares in the exchange offer. Financial Impact to Salesforce of the Proposed Tableau Acquisition.

When did Tableau stop trading?

As a result of the acquisition, shares of Class A common stock of Tableau ceased trading prior to the open of the market on August 1, 2019 and will no longer be listed on the New York Stock Exchange. Additional Information.

When was Salesforce founded?

Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies—cloud, mobile, social, internet of things, artificial intelligence, voice and blockchain—to create a 360-degree view of their customers.

How to connect to Tableau?

To connect with Tableau, you will need to provide your Salesforce credentials such as username and password to sign in to your Salesforce account and load data to Tableau. Tableau’s Salesforce connector. Once you’ve signed in successfully, you will need to provide Tableau, access to your Salesforce data and your account.

What is tableau used for?

Tableau is a powerful business intelligence tool used to turn raw data into an understandable format. It is a tool popularly used to visualize data and can be understood even by a non-technical user. It creates visualizations with the help of dashboards and worksheets, helping users perform real-time analysis in a very fast and secure manner. It doesn’t require a user to have any programming skill or technical background to operate it.

How to use Tableau to visualize data?

This can be implemented using the following steps: Step 1: Configuring Tableau’s in-built Salesforce connector. Step 2: Configuring the data source.

What is Salesforce contact management?

Contact Management: Salesforce offers smooth contact-management by providing access to critical customer data and interaction history. It provides great insights on how to use customer data to get a better understanding of their behaviour using various trends and metrics and formulate strategies.

What is Salesforce CRM?

Salesforce is a cloud-based CRM tool that helps you maintain and manage your organization’s interactions with its customer base. Salesforce generates a lot of data from managing these interactions. It also offers cloud-based tools such as data analytics, IoT products. These generate data that provide priceless insights about customers and can be extremely useful for the organisation.

What is the home screen of tableau?

Tableau’s home screen. In the Connect column, you will find multiple sources you can easily connect to with Tableau. The source can be a file, a server or even saved data sources. You can analyse your data by dragging it in the centre of the screen called canvas. Tableau’s canvas.

Does tableau require programming?

It doesn’t require a user to have any programming skill or technical background to operate it . Tableau is not only available as a desktop application but also as an online service that can be accessed by any user on the go. All you need to do is sign in your account on your device.

Make the connection and set up the data source

Start Tableau and under Connect, select Salesforce. For a complete list of data connections, select More under To a Server. Then do the following:

Use Dashboard Starters

You can use a Dashboard Starter to quickly build informative dashboard designs made specifically for key business metrics on Tableau Desktop and Tableau Online. For more information, see Dashboard Starters for Cloud-based Data.

Use joins in Salesforce

When you set up the data source on the data source page, when you drag a table to the canvas, the list of tables you can select from to join is filtered. You can create joins on any string fields and on fields that are constrained references between tables. (Only left and inner joins are supported.) You can also add joins later.

Troubleshoot Salesforce connections

Tableau leverages the various force.com APIs to connect to Salesforce.com, Force.com, and Database.com data. These services have some restrictions on the type of data and the amount of data that you can access at a given time. If you are having trouble connecting, the following list of common restrictions may help you find a solution.

See also

Set Up Data Sources – Add more data to this data source or prepare your data before you analyze it.

What is Salesforce CRM?

Salesforce is the global leader in Customer Relationship Management (CRM), bringing companies closer to their customers in the digital age. Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies—cloud, mobile, social, internet of things, artificial intelligence, voice and blockchain—to create a 360-degree view of their customers. For more information about Salesforce (NYSE: CRM ), visit: www.salesforce.com.

When does the Xfinity exchange expire?

The exchange offer expired at midnight, Eastern Time, at the end of Wednesday, July 31, 2019 and was not extended.

Is tableau a Salesforce company?

Upon completion of the merger, Tableau became a wholly-owned subsidiary of Salesforce. As a result of the acquisition, shares of Class A common stock of Tableau ceased trading prior to the open of the market on August 1, 2019 and will no longer be listed on the New York Stock Exchange.

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