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 industry intelligence products, 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

Slack Integrated Analytics

Bring analytics and action into the tools your teams already live in. Coastal integrates Tableau, CRM Analytics, and Tableau Next with Slack—connecting insights directly to and from Salesforce Record Pages so they travel with the conversation, not just the dashboard.

Send a Slack directly from any record page with data-driven insights
View active conversations tied to specific metrics
From an Account, Opportunity, Case, and more, view active Slack conversations tied to records with a simple initial setup
Extend agentic capabilities into Slack
Use the same metrics to drive the same insightful experiences inside and outside of Salesforce
Full toolset with Slackbot alongside Agentforce for Analytics
Setup of Agentforce for Analytics in Slack provides the blueprint for other core Agentforce Agents to be added

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

Tableau Cloud

Seamlessly migrate, optimize, and scale with our Tableau Cloud consulting services and accelerators. We tailor solutions to your tech stack and use Tableau Prep to deliver analytics-ready datasets for high performance, secure analytics, and faster time-to-value.

Migrate from Tableau Server to Tableau Cloud
Optimize ETL processes and visualizations
Integrate with Tableau Next in a unified architecture
Implement zero-copy designs for Snowflake, Databricks, BigQuery
FedRAMP & HIPAA compliance expertise
Long-term support with quarterly strategic roadmapping

Tableau Server

Maximize your on-premise investment or plan a smooth migration with our Tableau Server consulting services and accelerators. We enhance performance, governance, and security while preparing your analytics for the scalability and flexibility of Tableau Cloud.

Optimize on-premise Tableau Server performance and governance
Migrate from Tableau Server to Tableau Cloud
Tailored KPIs and enterprise data modeling
FedRAMP & HIPAA compliance expertise
Long-term support with quarterly strategic roadmapping

CRM Analytics

We help you move beyond standard Lightning reports to dynamic, diagnostic dashboards in CRMA and predictive analytics with Einstein Discovery, ensuring you get the most from your data from day one. We take you beyond Lightning reports to CRMA dashboards and Einstein Discovery predictive analytics, maximizing data from day one. We support embedding insights in CRM, activating workflows, and delivering secure, actionable, future-ready analytics.

Predictive analytics with Einstein Discovery
Revenue & Service Intelligence expertise
Expanded analytics beyond joined reports and CRM data exports
Salesforce event monitoring with CRM Analytics
Unified architecture with Tableau Next
Activation and migration services
FedRAMP & HIPAA compliance expertise
Long-term support with quarterly strategic roadmapping

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.