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Organizations need timely, accurate insights to guide operations, forecast demand, and understand performance trends. We configure Tableau to fit your analytics stack, automate repetitive reporting, and surface AI-assisted interpretation through Salesforce’s Einstein features.
Businesses use Tableau to centralize reporting, compare performance across regions, and interpret data without relying on scattered spreadsheets. We set up governed data sources, build reusable dashboards, and configure permissions, so teams work with consistent, reliable numbers. Our Tableau consulting services follow the structure defined on the Salesforce Analytics platform, from live connections and scheduled refreshes to row-level access and predictive capabilities.
Our consultants help teams publish content to Tableau Cloud or on-premise environments, integrate Salesforce data models, and align visualizations with existing BI tools. This gives leaders a single set of dashboards that reduces manual reporting cycles and speeds up decision-making across departments.
We provide full-scale Tableau work covering setup, integration, dashboard development, governance, and ongoing optimization aligned with Salesforce Analytics capabilities.
Send your requirements, and we’ll outline a Tableau plan that fits your needs.
Work with some of the most experienced certified Salesforce consultants and specialists, boasting expertise across the entire ecosystem.
Agentforce brings AI-driven action to the insights visualized in Tableau. Tableau partners help teams review performance, spot outliers, and compare trends, while Agentforce uses those signals to trigger automated steps across Salesforce.
We configure Tableau to highlight the conditions and patterns that Agentforce agents depend on, prepare aligned data sources, and shape views that connect visual findings with operational responses. This helps teams move from understanding a metric to acting on it without manual coordination.
Unified Profiles
Analytics
Operational Process
Reporting
DevOps Metrics
Analytics
APP DATA
Analytics
APIs & Data Pipelines
Visualization
Insights
Actions
Dashboards
Alerts & Collaboration
Operational
Process
Reporting
We used Folio3 over the last 3+ years for many projects, including org merges, complicated workflows and enhancements. Folio3 is was very detailed in the work. They are experts. They can explain complicated tasks so even the novice in the room can understand. Appropriate and reasonable timelines are assigned so that there are no issues with any tasks for transition. The project closed without any hang ups or hold ups and we continue to do enhancements on the application with Folio3.
Folio3 did a great job in scoping the request and keeping communication going throughout the task This was a very ambiguous request and they managed to troubleshoot the issue and explore different options. I would hire them again
Folio3 proposed a comprehensive solution to address Easilock’s challenger. This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more..
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Folio3 proposed a comprehensive solution to address Easilock’s challenger.This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more.
Read more
Folio3 proposed a comprehensive solution to address Easilock’s challenger.This solution ecompassed the customization of Easilock’s Shopify store, including feature such as sign-up/approval processes, B2B catalog setup, and more.
Read morePricing depends on dashboard scope, source systems, and environment setup. Most projects fall into phased work covering data preparation, dashboard creation, and deployment, with costs varying based on the number of datasets and views.
Simple dashboards take one to two weeks, while larger projects involving Salesforce data models or multiple warehouses may take longer. Timelines are based on data availability and review cycles.
Yes. Tableau connects to Salesforce, Data Cloud, warehouses, and APIs. We map data structures, set refresh logic, and prepare models that support reliable dashboards.
AI models from the Salesforce Analytics platform highlight drivers, detect anomalies, and forecast outcomes. These insights appear alongside visuals to help teams interpret results faster.
We work directly with Salesforce technologies, follow the capabilities defined in Tableau and the Analytics platform, and structure dashboards based on real business questions rather than generic templates.
