Tableau CRM Spring ‘22 is here with Einstein Discovery, Multiclass Classification, repeater widget, and more

Editor’s Note: Tableau CRM is now CRM Analytics.

The latest release of Tableau CRM is here and it brings a ton of exciting updates and new features. The Tableau CRM Spring ‘22 release offers an even greater connected, secure, in-context and on-demand analytics experience within Salesforce, right in the flow of your business. From multiclass classification to amazing new pre-built industry apps and solving real life complexity when creating and deploying machine learning models.   

Let’s look at some of the exciting features in the Spring ‘22 release:

• Build smarter, automated, and intelligent business processes with Einstein Discovery in Salesforce Flows.
• Classify your data and predict outcomes among up to 10 different categories with the Einstein Discovery Multiclass Classification Model.
• Create dynamic card layouts using the Repeater Widget to visualize data in a whole new way.
• Direct Data for Salesforce CDP enables CRM users to access CDP data directly from Salesforce without moving or prepping the data, enabling them to embed actionable insights into their workflow.
• Improve operational efficiency with Intelligent Insights and dynamic pre-built dashboards with Tableau CRM for Public Sector by centralizing the license, permit, and inspection data to fuel data driven decisions.

Now we’ll take a deeper look at some of the biggest new features in this release.

Get predictive and prescriptive intelligence in flows with Einstein Discovery powered models

Bring intelligence to your automated processes by incorporating Einstein Discovery models in Salesforce Flows. You can use a row or a field to generate predictions, and Einstein Discovery will suggest improvements and predictors based on those predictions.

For example, when a customer creates a new case with a certain amount of details and a case description with negative sentiment, the flow can check the likelihood of escalating the case and make sure it goes to the best team to handle that type of case. You can create an action and assign it to a specific queue if the negative sentiment in the description is one of the three reasons for escalation. Furthermore, you can generate an alert and notify the account team to be aware of the situation.

Predict probable outcomes with Einstein Discovery Multiclass Classification

Einstein Discovery introduces multiclass classification models so that you can predict probable outcomes among up to 10 categories. Support for multiclass models adds a third use case to the existing numeric and binary classification models that Einstein Discovery already provides. 

The Einstein Discovery flow core action in Salesforce flows now supports predictions with multiclass models. For example, if you offer seven insurance products, use a multiclass model to predict which insurance product a new customer will likely purchase. When you run the flow, the output of this action is the predicted value (the predicted winning insurance product, for example). The flow object contains the data as a variable. Optionally, you can include top predictors. 

The Discovery Predict transformation for Data Prep recipes now supports Einstein Discovery multiclass models, and you can embed predictions from multiclass models directly in Lightning record pages and Experience Cloud sites pages using the Einstein Predictions Panel.

Turn detailed data into eye-catching insights with Repeater Widgets

Add a query to a Repeater widget to show your dynamic data in rich, scrollable layouts that you can customize field by field. If you’ve been using repeater widgets, you can now add images and charts in addition to text and numbers.

Best of all, repeater widgets are based on the number of data rows in a query. So you create just one customized grouping of text, numbers, charts, and images, and you’re done. Now your dashboard users can scroll through a customized and stylized view of query data. 

For example, you can use the repeater widget to create a sales representative leaderboard card that displays the account’s owner name, the region that the opportunity belongs to, and the revenue target for each sales representative. You can easily update the query and add as many KPIs and metrics as you want to the card.

Unlock Tableau CRM insights on Salesforce CDP Data

CRM users can now query Salesforce Customer Data Platform (CDP) data and get powerful actionable insights embedded right in their workflow without even moving or prepping the data. Your users can view actionable insights on Salesforce CDP data in embedded dashboards for any Salesforce Object.  

As Tableau CRM is native to Salesforce, it's easy to get started with minimal setup for admins. You can also configure your Salesforce CDP users to access Tableau CRM inside CDP as if it’s another tab, giving you an in-app dashboard building and analysis experience.

Business users can further augment the analysis that Tableau CRM already provides them on their data. Let's say your dashboard shows the service agent's case management data. To further augment the Tableau CRM analysis, use the CDP data and include a metric that calculates customer engagement score or customer's lifetime value in the same dashboard to analyze further.

Introducing Tableau CRM for Public Sector

Tableau CRM for Public Sector empowers executives, department heads, and compliance officers to make data-driven decisions, optimizing regional economic development and public safety with analytics.

Get intelligent insights to effectively manage your agency and departments, and increase constituent satisfaction. Track a department's performance, identify applications and inspections that need attention, and improve workflow efficiency. Discover immediate insights into an account’s applications, licenses, complaints, inspections, and violations from an account record page.

Take advantage of these new features

Tableau CRM Spring ‘22 is available now. To learn more about all the new features in this release, visit the Spring 22 Tableau CRM Release Notes.