Tableau Next isn’t replacing CRMA. It’s making your analytics usable by everyone who needs them.
You’ve spent years refining CRM Analytics (CRMA), building recipes, dashboards, and business logic that reflect how your org operates. That foundation matters.
But insights are still not reaching the people who need them, when they need them.
Sales managers file tickets for deeper analysis. Marketing leaders wait days to trace campaign impact. And business users interact with dashboards that weren’t built for the questions they’re actually asking.
The blocker isn’t your data. It’s usability.
CRMA still delivers on what it was built for: operational reporting on Salesforce data. But how your teams use analytics has changed. People now expect on-demand answers, enterprise-wide visibility, and AI that works where they work.
Tableau Next works with CRMA to fills the gaps it was never meant to cover—delivering access, intelligence, and action at the speed business now moves.
Tableau Next Is Built for the Analytics Experience CRMA Can’t Deliver Alone
Tableau Next brings a new layer of usability and intelligence to the CRMA foundation you’ve already built without starting over.
It runs on Salesforce Data Cloud to connect your enterprise data in real time. It uses Agentforce to turn questions into answers in plain language. And it converts your CRMA logic into Data Lake Objects (DLOs) with no rework required—just reuse.
Here’s how that looks in action:
Let’s say you’ve already built years of dashboards and recipes in CRMA. With minimal lift, you can output those recipes as DLOs in Data Cloud, apply business semantics like KPIs and naming conventions, and make those metrics instantly available in Tableau Next.
Now, instead of submitting tickets or digging through dashboards, a Sales Director types: “Why is pipeline down 12% this quarter?”
They get breakdowns by region, product line, or stage. They drill in, trigger alerts, even launch targeted workflows—like campaign activation or territory reassignment—directly via Agentforce.
It’s the same CRMA logic you’ve built, just made dynamic, conversational, and instantly actionable.
3 Wins Tableau Next Delivers for Analytics Leaders
If you’re leading your company’s Salesforce analytics strategy, you know the pressure: Business users want faster answers. Leadership wants AI that drives results. IT wants scalable solutions that protect what’s already working.
Tableau Next delivers on all three fronts:
Win 1: Broader Access
Let business users explore data, ask questions, and act—without waiting for the BI team to create a report for them.
Win 2: AI-Powered Action
Use Agentforce to move from insight to workflow in the same interface.
Win 3: Strategic Continuity
Keep your CRMA recipes, dashboards, and logic—and make them even more impactful.
Your CRMA dashboards still work exactly as they always have. But now they’re part of something bigger—a system where the people closest to the problem can ask their own questions and act on the answers. For most teams, that’s the step between looking modern and working modern.
Watch Tableau Next + CRMA in Action: Our Interoperability Demo
We’ve taken real CRMA logic and walked it all the way through this Tableau Next transition, so you can see how it works before you make a move.
Our demo runs on production code, not mockups. It shows the actual shift from CRMA recipes to conversational analytics with real data and real workflows. No marketing spin, just what it looks like when business users can explore data themselves. See:
- How CRMA recipes output to DLOs in Data Cloud
- How Tableau Next builds on CRMA’s logic without loss
- How Agentforce answers questions and provides metrics plus actions from a single source of truth
- What real-time, conversational analytics actually looks like in production
Want to see more?
Our deep-dive demo shows how CRMA, Tableau Next, and Agentforce can work together in a real-world scenario to deliver actionable insights. Watch how a Regional Sales Manager uses a dynamic CRMA dashboard to spot an area for optimization, drills into Tableau Next metrics to explore trends and outliers, and then uses Tableau Concierge—powered by Agentforce—to uncover root causes and next steps. All within a natural language conversation without leaving the flow of work.
