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Tableau Consulting

Modern Data & Analytics for the Agentic Era

Get Results with the Most Trusted Tableau Consultancy

Coastal, a Tableau Certified Partner and one of the first 25 Tableau Next Alliance members, helps organizations modernize analytics, boost user adoption, and accelerate time-to-value.

Our certified experts design zero-copy, cloud-first architectures for Tableau implementations that are seamlessly integrated with Salesforce, Data Cloud, Snowflake, Databricks, and BigQuery—delivering scalable, governed solutions that turn data into action.

Whether you need a quick Tableau setup, custom dashboards, semantic layer modeling, or AI-powered insights with Tableau Pulse and Einstein Discovery, we transform your data into actionable intelligence.

Tableau

Accredited Partner
Tableau Next Alliance

5/5

Salesforce AppExchange
Customer Satisfaction Rating

950+

Data Modernization & Analytics
Projects Delivered

140+

BI & AI
Certifications

Tableau Consulting Services

Implementation & Modernization

Whether you're adopting Tableau for the first time, migrating from Tableau Server, or expanding into Tableau Next, we design scalable, cloud-first architectures.

Data Modeling & Governance

We build trusted analytics with semantic layers and enterprise governance, establishing reusable KPIs and models that align teams, power self-service analytics, and lay the foundation for cross-cloud intelligence.

AI Activation & Agentic Analytics

From Tableau Pulse alerts to agentic workflows and predictive Salesforce Intelligence Apps, we integrate AI + ML into your business processes to drive smarter, faster decisions.

Change Management & Training

Our tailored training programs equip every user, from executives to analysts, with the skills, context, and role-based capabilities needed to turn Tableau insights into impactful business decisions.

Accelerators & Migration

Our data readiness assessments, POC quick starts, and custom implementations use proven delivery frameworks to help you move quickly—whether piloting Tableau Next, migrating from Tableau Server, or standing up your first Tableau environment.

Waves Managed Services

With Waves, our flexible managed services program, we partner with you to adapt your strategy and roadmap as the product evolves–so you can maximize your ROI.
Tableau Services by Product

Tableau Next

As an early Tableau Next Alliance partner, we help you harness semantic layers, agentic analytics, and AI-driven visualizations to transform CRM analytics. From leveraging native features like Einstein Discovery or Salesforce Event Monitoring, to designing unified data architectures, we deliver secure, actionable, and future-ready analytics..

  • Semantic model design and solutioning
  • Agentic analytics and AI-powered visualizations
  • Data readiness assessments and proof-of-concept quickstarts
  • Activation and migration services
  • Unified architecture with Tableau Cloud or CRM Analytics
  • Zero-copy expertise for Snowflake, Databricks, BigQuery
  • Long-term support with quarterly strategic roadmapping

Play Video

Tableau Next Demo

Turning Sales Insights into Immediate Action

See how Agentic Analytics goes beyond the dashboard to help an Account Manager meeting with key clients reduce time to insight using Tableau Next. They can also interact with data in a new, more personal way with Concierge, powered by Agentforce.

Blog

CRM Analytics + Tableau Next: Make Your Analytics Work for Everyone

Read More
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New Research Report

AI Isn’t Delivering–
Here’s What To Do About It

67% of companies expect to maintain or increase AI spending, while only 21% report proven outcomes. Our report unpacks what’s getting in the way and how to fix it.

GET THE REPORT

Impact You Could Realize

  • Faster, Smarter Decisions
  • Improved Data Trust & Consistency
  • Higher Analytics Adoption
  • Reduced Reporting Effort
  • Stronger Customer Insights
  • Faster Time-to-Value

Although there are thousands of Salesforce partners, very few have the cutting-edge innovation skillset critical like Coastal.

Paul Wilson, Head of GTM AI & Systems, Mural

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