The Accelerator for Customer Demographics shows you who your customers are so that you can deliver the right goods and services to them. The insights available to you here segment your customers by their gender, age, languages the customer prefer to communicate, their educational background, and also the information about the services they use.

Beinex, a global Salesforce Partner, created this Accelerator, and [you can connect with their team here.](https://beinex.com/)

### Answer Key Business Questions

* How many customers have you served each year?
* How many customers are B2C, and how many are B2B?
* How many customers are there by segment--Corporate, Private, Public?
* Which channel is being used by customers for communication?
* Which service is being used by customers prominently?
* How does your customer base differ by educational background, age, and demographic?

### Monitor and Improve KPIs

* Total Customers
* Yearly Trend
* Special Category categorization
* Age wise classification
* Gender classification
* Services used
* Educational qualification
* Location wise classification
* Nationality wise classification
* Language classification
* Channel classification
* Category classification

### Required Data Attributes

* Date (date)
* Age group (string)
* Category (string)
* Channel (string)
* Gender (string)
* Language (string)
* Location (string)
* Name (string)
* Nationality (string)
* Qualification (string)
* Service (string)
* Special category (string)
* Number of customers (number -whole)
* Age (number -decimal)

Customer Demographics

Demographics of your customers and the services that they consume

Retail

Sales

Marketing

English

Digital & Social Media

Customer Service

The Accelerator for Gaming Analytics provides performance metrics from your game: it combines game telemetry and usage stats with marketplace, platform data, and outside sources, like social media, to provide you with a clear view of game playing patterns, consumption, and also revenue.

This Accelerator is designed to helping gaming customers

* Acquire new customers quickly and more easily;
* Improve the gamer experience;
* And track revenue and spending patterns in the game.

Lovelytics, a Salesforce Partner, built this Accelerator as part of their Gamehouse product, which is a Databricks Brickbuilder Solution. [Check out their detailed blog post and architectural notes.](https://lovelytics.com/blog/introducing-gamehouse-a-lovelytics-game-analytics-brickbuilder-solution/)

It's design to help studios of all sizes level-up their data and AI strategies by providing a framework for unifying all of your game and community data. Gamehouse provides a 360-degree view of their business that unlocks actionable insights for gamer acquisition, engagement, and retention.

Gamehouse overcomes several common analytics challenges for gaming companies, like the immense amount of data being generated constantly; diverse and siloed data sources and systems; and unwieldy customer data platforms; and, prominently, the skills needed to combine best-in-class AI practices with Analytics.

The gaming industry in the US along is generating more than $100bn in revenue, and this Accelerator from Lovelytics creates a platform for gaming companies to launch better, more targeted products faster by understanding exactly what customer interactions generate revenue.

### Answer Key Business Questions

* How many people are playing our game, and when are they playing?
* What are the retention and churn rates by customer usage cohort?
* What types of in-game purchases are being made?
* What is social media sentiment?
* How is our platform performing? How often does it crash?

### Monitor and Improve KPIs

* Daily Active Players
* In-Game Events
* Daily Purchases
* Game Crashes
* Total Players
* Seven-Day Retention Rate
* Seven-Day Churn Rate
* 30-Day Retention Rate
* 30-Day Churn Rate
* Players with Purchases
* Average Revenue per Player
* Purchases by Type
* Social Media Sentiment
* Social Media Toxicity Rating

### Data Strategy

Gamehouse combines several different types of data in the[ Databricks Medallion architectural model](https://www.databricks.com/glossary/medallion-architecture).

* Game Telemetry from the game engine, such as Unity, Unreal, Godot, GameMaker, CryEngine, or Amazing Lumberyard.
* Business KPIs, which come from structured data warehouses and measure the performance and success of a video game against its strategic and operational goals
* Game Services provide critical infrastructure that requires careful monitoring and management, like server hosting, multiplayer networking, matching, player voice and chat, and more.
* Data Beyond the Game, including social media data, forum data, and player reviews. Data sources will vary widely, but typically include social media sites like Reddit, Twitter, TikTok, and Facebook, video sites such as Twitch and YouTube, and player review sites like Steamworks and Epic Games Store.

These data sources are collected and filtered in the Bronze level of the Medallion architecture; joined and structured in the Silver level; and prepared for consumption in the Gold level.

Gaming Analytics

Investigate your gaming data against goals and KPIs

Software

Telecom

This Tableau Accelerator allows you to:

* **Assess & Improve the level of service of your Service Desk: overall and by agent group**
* **Focus your efforts on highest priority cases, or oldest cases**
* **Better serve users**
* **Adapt your resource allocation to peak periods**
* **Audit your ability to increase your level of service over time**

[Demo video](https://youtu.be/k6MdNcUbFn8)

### Answer key business questions

* Which cases are currently open?
* How effective have we been in closing cases?
* What is the performance of our agent groups?
* What types of cases are created most often?
* Who handles the most cases?
* How long does it take to close cases?
* How many users are we servicing?

### Monitor and improve KPIs

#### *Cases*

* **Created Cases**: Number of cases that were created over the period
* **Open Cases**: Number of cases which are currently open
* **Closed Cases**: Number of cases that were closed over the period

#### *Users*

* **Users**: Number of users who created at least one case
* **Created Cases per User**: Average number of cases created by user

#### *Agents*

* **Closed Cases per Agent**: Average number of cases closed per agent
* **Agents**: Number of agents who have been closing at least one case over the period

#### *Time*

* **Open Cases Duration Time**: Average time since cases are open (for currently open cases only)
* **Resolution Duration**: Average time it takes to close a case (expressed in min)

### Required attributes

* **Case #** *(string)*: Case Unique Identifier
* **Case Description** *(string)*: Description of the Case
* **Open Date** *(datetime)*: Case Open Date-Time
* **Close Date** *(datetime)*: Case Close Date-Time
* **Case Category** *(string)*: Case Category
* **Case Priority** *(string)*: Case Priority ← expected values: 'High', 'Medium', 'Low'
* **User** *(string)*: Who opened the case
* **Case Status** *(string)*: Case Status ← expected values: 'Open', 'Closed'
* **Agent** *(string)*: Agent Working on the case
* **Agent Group** *(string)*: Group of the Agent

Service Desk

Assess & Improve the level of service of your Service Desk: overall and by agent group

Desktop

Built by Tableau + Salesforce

Data Mapping enabled

This Tableau Accelerator allows you to:

* **Assess & Improve the efficiency of your marketing campaigns**
* **Identify most impactful campaigns**
* **Audit the results of campaign optimization over time**

[Demo video](https://youtu.be/2-JDY7lqbsc)

### Answer key business questions

* What is our click-through rate (CTR)? How does it evolve across time?
* Which campaigns generated the most engagement?
* How many recipients unsubscribed?

### Monitor and improve KPIs

#### *Campaigns*

* Nb of Campaigns: Total number of marketing campaigns that were launched over the period

#### *Reach*

* Total Sent Emails: Total Sent Emails
* Total Delivered Emails: Total Delivered Emails
* Delivery Rate: Share of emails that were delivered on total sent emails. It determines the level of quality and reliability of your emails list

#### *Engagement*

* Total Opened Emails: Total Open Emails
* Open Rate: Open Rate is useful for tracking the percentage of subscribers who open a specific email, open rate gives you insight into how engaged your subscribers are, as well as how effective different subject lines are
* Total Unique Clicks: Total number of Clicks on action link (unique)
* CTR (Click-Through Rate): Click-Through-Rate: measure what percentage of subscribers clicked on your links (expressed in %). It helps you determine how well your campaigns are performing
* CTOR (Click-To-Open Rate): CTOR: The number of clicks out of the number of emails opened. Measures how engaging is the content to the users who view it (expressed in %)

#### *Unsubscribe*

* Total Unsubscribe Clicks: Total number of unsubscribe (unique)
* Unsubscribe Rate: The number of unsubscribe clicks divided by the number of emails delivered (expressed in %)

### Required attributes

* **Campaign** (string): Advertising campaign
* **Date Sent** (date): Reference date
* **Nb Sent Emails** (numeric): Number of sent emails
* **Nb Delivered Emails** (numeric): Number of delivered emails
* **Unique Open** (numeric): Number of opened emails
* **Unique Clicks** (numeric): Number of clicks
* **Unsubscribes** (numeric): Number of unsubscribes

### Mapping

* Object “Email Engagement”→ Object API Name “ssot\_EmailEngagement\_dlm”
 * Field name “Engagement Channel Action”→ Field API Name “ssot\_\_EngagementChannelActionId\_\_c”
 * Field name “Engagement Date Time”→ Field API Name “ssot\_\_EngagementDateTm\_\_c”
* Object “Campaign”→ Object API Name “Campaign\_\_dlm”
 * Field name “Name”→ Field API Name “Name\_\_c”

## Getting Started Steps

1. Ensure you have Tableau Desktop version 2020.4 or higher installed and it is licensed.
2. Ensure the Tableau has been provisioned access to pull data from Salesforce Data Cloud (previously known as Salesforce CDP). There is great documentation on how to do this on [CDP’s Help site](https://help.salesforce.com/s/articleView?id=sf.c360_a_tableau_connector.htm&type=5).
3. Download the Tableau Workbook using the Download button in the upper right portion of this page.
4. Double click to open the downloaded workbook. The workbook will have demo data when you first download it.
5. Once you open the workbook, click on the Data Source tab in the lower left corner of the Tableau dashboard.
6. Authenticate into your Salesforce Data Cloud account. Follow the instructions and log in to Salesforce Data Cloud for Tableau to establish a connection. Note: we recommend users to execute the queries in “Extract” mode. Extract creation against your Salesforce Data Cloud data might take some time depending on the data volume in your Salesforce Data Cloud.
7. After refreshing data and/or creating an Extract, check and if necessary modify the following [Tableau calculated fields](https://help.tableau.com/current/pro/desktop/en-us/calculations_calculatedfields_create.htm#edit-a-calculated-field) to match your settings:
 * Field name “Is Delivered Email?”
 * Field name “Is Sent Email?”
 * Field name “Is Unique Click?”
 * Field name “Is Unique Open?”
 * Field name “Is Unsubscribe?”
8. The Accelerator shows data from the following Salesforce Data Cloud standard objects in Tableau when these objects are successfully populated with data in the Salesforce Data Cloud.
 * Object “Campaign”→ Object API Name “Campaign\_\_dlm”
 * Object “Email Engagement”→ Object API Name “ssot\_EmailEngagement\_dlm”
 * Object “Email Topic”→ Object API Name “ssot\_\_EngagementTopic\_\_dlm”
9. The dashboard is now ready to be published to Tableau Cloud or Tableau Server.

Salesforce Data Cloud Email Marketing Campaigns

Assess & Improve the efficiency of your marketing campaigns

Salesforce Data Cloud

This Tableau Accelerator allows you to:

* **Compare your sales performance against competitors**
* **Assess competition trend**
* **Identify promising territories**
* **Pinpoint product outliers**
* **Assess arising markets**
* **Deep-dive to a specific market or a specific territory**

[Demo video](https://youtu.be/nN4_DSfBxP0)

### Answer key business questions

* How do we perform against competitors?
* What is our market share? What is our market share across markets?
* What is our performance across markets?
* In which states are we most competitive?
* Who are our main competitors?
* How is our market share growing over time?

### Monitor and improve KPIs

#### *Market*

* **Total Market Size**: Total amount of sales (expressed in currency)

#### *Our company*

* **Our Sales**: Total amount of our company's sales (expressed in currency)
* **Market Share**: Share of sales made by one company (or one product) compared to the overall market size (expressed in %)

### Required attributes

* **Date** *(date)*: Sales date
* **Country** *(string, role: country)*
* **State** *(string, role: state)*
* **Market** *(string)*: Market, Product Category
* **Product** *(string)*: Name of the product sold
* **Company** *(string)*: Company to which the Brand belongs to
* **Is our Company Flag** *(string)* ← expected values: 'Y', 'N'. 'Y' if this is our company.
* **Sales Volume** *(numeric)*: Sales volume (in currency)

Sales Market Share

Compare your sales performance against competitors

This Accelerator allows you to assess and improve your ability to deliver your customers on-time, in-full.

This Accelerator will split your shipments in three categories:

* Ready for Pickup: *All the shipments that are still to be shipped*
 * **Estimate expected shipment duration based on past shipments**
 * **Define pickup priorities**
 * **Identify bottlenecks**
 * **Benefit from an ideal pickup workload plan for the upcoming days to meet delivery promise**
 * **Drill at shipment level of detail and with a single click, open any shipment in your source application to take immediate actions**
* In Transit: *All the shipments that were shipped but not delivered yet*
 * **Estimate what volume of shipments will be delivered late or on-time**
 * **Benefit from an analysis of the underlying reasons for your late shipments: 'late pickup' or 'longer shipment than usual'**
* Completed: *All the shipments that were delivered*
 * **Assess your ability to deliver to your customers on-time**
 * **Breakdown this performance by carrier, route, center or transportation mode to find outliers and patterns**
 * **Pinpoint problematic routes**
 * **Identify the root causes of your late shipments and where to focus your efforts**

[Demo video](https://youtu.be/fLbOJTQcYYY)

### Answer key business questions

* What shipments should be prepared for pickup?
* Which countries must be delivered?
* What shipments are In Transit?
* Were completed deliveries made on time?
* What are the identified delays?

### Monitor and improve KPIs

#### *Shipments*

* Shipments ready for Pickup: Number of shipments that have not been shipped yet
* Shipments In Transit: Number of shipments that have been shipped but not yet delivered
* Shipments Completed: Number of shipments that were actually delivered to the recipient
* Recipients #: Number of recipients for which deliveries are planned over the period

#### *Quality of Service*

* Late Deliveries: Number of late shipments i.e. delivered after expected delivery date (for completed shipments)
* Late Deliveries %: Share of shipments that were delivered after the expected delivery date (expressed in %)
* On-Time Deliveries: Number of shipments that were delivered before or at the expected delivery date (for completed shipments)
* OTD - On-Time Deliveries %: Share of shipments that were delivered on-time (expressed in %)

#### *Durations*

* Actual Delivery Duration: Average number of days it took to deliver shipments (from Shipment Date)
* Expected Delivery Duration: Average duration that the shipment should last to arrive at expected delivery date (for completed shipments)
* Actual vs Expected (days): Average number of days between the expected and the actual delivery date (for completed shipments)

### Required attributes

* **Shipment id** (string): Shipment Unique Identifier
* **Carrier** (string): Company that transports goods
* **Main Transportation Mode** (string): The means by which goods are transported from the shipper to the recipient
* **Shipment Date** (date): Date of the Shipment (Null if not yet shipped)
* **Expected Delivery Date** (date): Date when the delivery is expected
* **Actual Delivery Date** (date): Actual date when the delivery was done (Null if not yet delivered)
* **Shipper** (string): Organization that fulfills the request for goods
* **Shipper Country** (string): Country of the Shipping Organization
* **Shipper City** (string): City of the Shipping Organization
* **Shipper Latitude** (numeric): Latitude of the Shipping Organization
* **Shipper Longitude** (numeric): Longitude of the Shipping Organization
* **Recipient** (string): Customer receiving the goods being shipped
* **Recipient Country** (string): Country of the Recipient Organization
* **Recipient City** (string): City of the Recipient Organization
* **Recipient Latitude** (numeric): Latitude of the Recipient Organization
* **Recipient Longitude** (numeric): Longitude of the Recipient Organization

Shipment

Assess and improve your ability to deliver your customers on-time, in-full

Supply Chain & Manufacturing

The Tableau Accelerator for **Salesforce Data Cloud Customer Engagement** (previously known as Salesforce CDP Customer Engagement) is a comprehensive exploratory dashboard that provides marketing and sales teams with a holistic view of the level of engagement of customers across the five channels: Sales, Email, Messages (SMS), Website, and Push Notifications. It enables them to select the best channels to interact with the customer, develop relevant messaging and create positive customer experiences to increase loyalty and retention.

This Tableau Accelerator allows you to:

* Assess the level of engagement of customers across the five channels:
 * Direct Engagement (Sales)
 * Emails
 * Website
 * Messages (SMS)
 * Push Notifications
* **Select the best channels to interact with your customers**
* **Easily identify your customers' different levels of engagement**: from Very High to Very Low
* **Customize your engagement levels to best match customers expectations**
* **Create positive customer experiences to increase loyalty and retention**

[Demo video](https://youtu.be/VOXeQgWKt8E)

## Getting Started Steps

1. Ensure you have Tableau Desktop version 2022.3 or higher installed and that it is licensed.
2. Ensure the Tableau has been provisioned access to pull data from Salesforce Data Cloud. There is great documentation on how to do this on [CDP’s Help site](https://help.salesforce.com/s/articleView?id=sf.c360_a_tableau_connector.htm&type=5).
3. Download the Tableau Workbook using the Download button in the upper right portion of this page.
4. Double-click to open the downloaded workbook. The workbook will have demo data when you first download it.
5. Once you open the workbook, click on the Data Source tab in the lower-left corner of the Tableau dashboard.
6. Authenticate into your Salesforce Data Cloud account. Follow the instructions and log in to Salesforce Data Cloud for Tableau to establish a connection.
7. Note: we recommend users to execute the queries in “Extract” mode. Extract creation against your Salesforce Data Cloud data might take some time depending on the data volume in your Salesforce Data Cloud.
8. The Accelerator comprises five dashboards. We built each on top of a separate data source. If, for example, you do not have push engagement data, you can delete the dashboard page Push Notifications. This will not affect the other dashboards.
9. The Accelerator shows data from the following Salesforce Data Cloud standard objects.

* Direct Engagement - Sales:

1. Object "Sales Order Product"→ Object API Name "ssot\_\_SalesOrderProduct\_\_dlm"
2. Object "Sales Order"→ Object API Name "ssot\_\_SalesOrder\_\_dlm"
3. Object "Goods Product"→ Object API Name "ssot\_\_GoodsProduct\_\_dlm"
4. Object "Individual Identity Link"→ Object API Name "IndividualIdentityLink\_\_dlm"
5. Object "Unified Individual"→ Object API Name "UnifiedIndividual\_\_dlm"

* Email Engagement :

1. Object "Email Engagement"→ Object API Name "ssot\_\_EmailEngagement\_\_dlm"
2. Object "Engagement Topic"→ Object API Name "ssot\_\_EngagementTopic\_\_dlm"
3. Object "Campaign"→ Object API Name "Campaign\_\_dlm"
4. Object "Individual Identity Link"→ Object API Name "IndividualIdentityLink\_\_dlm"
5. Object "Unified Individual"→ Object API Name "UnifiedIndividual\_\_dlm"

* Website Engagement :

1. Object "Website Engagement"→ Object API Name "ssot\_\_WebsiteEngagement\_\_dlm"
2. Object "Individual Identity Link"→ Object API Name "IndividualIdentityLink\_\_dlm"
3. Object "Unified Individual"→ Object API Name "UnifiedIndividual\_\_dlm"

* Message Engagement (SMS) :

1. Object "Message Engagement"→ Object API Name "ssot\_\_MessageEngagement\_\_dlm"
2. Object "Individual Identity Link"→ Object API Name "IndividualIdentityLink\_\_dlm"
3. Object "Unified Individual"→ Object API Name "UnifiedIndividual\_\_dlm"

* Push Notifications:

1. Object "Device Application Engagement"→ Object API Name "ssot\_\_DeviceApplicationEngagement\_\_dlm"
2. Object "Individual Identity Link"→ Object API Name "IndividualIdentityLink\_\_dlm"
3. Object "Unified Individual"→ Object API Name "UnifiedIndividual\_\_dlm"

## Engagement Level :

Each Engagement type (Direct, Email, Website, Message or Notification) is measured by a given engagement KPI you can select.

The levels of engagement (5 segments from "VERY LOW engagement" to "VERY HIGH engagement") are defined according to the following rules:

* The upper limit is defined by the value of the engagement KPI for the customer with the highest level of engagement
* The customers are then divided into 5 segments (each customer having an Engagement KPI value between 0 and this upper limit)
* The relative size of each segment is configurable by thresholds, which are defined as a percentage of the upper limit

## Direct Engagement - Sales

### Answer key business questions

* What is the direct contribution of customers to the company's profit?
* How can we optimize our marketing strategies?
* Who are our customers? How can we interact with them more effectively?
* How does our customer base grow over time?

### Monitor and improve KPIs

#### *Sales*

* Total Sales: Total Sales amount
* Nb Orders: Number of Sales Orders
* Average Order Value: The average amount spent by order

#### *Customers behavior*

* Nb Customers: The number of Active Customers making Sales Orders
* Nb Orders per Customer: The average number of orders placed by a customer
* Sales per Customer: The average amount spent by a Customer

## Email Engagement

### Answer key business questions

* How effective are our email campaigns?
* Which subscriber group has the best / worst Open rate?
* Are we sending emails to the right group of subscribers?

### Monitor and improve KPIs

#### *Reach*

* Nb Subscribers: Total number of Subscribers
* Nb Emails Delivered: Number of emails that arrived at the recipient's mailbox. It measures the quality of our emailing list

#### *Engage*

* Nb Emails Opened: The number of emails opened by recipients
* Open Rate: The percentage of emails opened by recipients
* Unique Clicks: Total number of Clicks on action link (unique)
* Click-Through Rate (CTR): The percentage of email recipients who clicked on one or more links contained in a given email (expressed in %)

#### *Unsubscribes*

* Unsubscribes: Total number of unsubscribes (unique)
* Unsubscribe Rate: The number of unsubscribe clicks divided by the number of emails delivered (expressed in %)

### Required attributes

* Field API Name “ssot\_\_EngagementChannelActionId\_\_c”: Expected Values: Send, Open, Click, Bounce, Opt Out
* Field API Name “Loyalty\_Member\_Tier\_\_c”: As this is an optional field, we defaulted it to ‘N/A’.
 If you are using the Salesforce Loyalty Cloud, you can activate this field by editing the data source and modifying the query: search for 'N/A' as "Loyalty Member" and replace 'N/A' with "Loyalty\_Member\_Tier\_\_c".

## Website Engagement

### Answer key business questions

* How interested are our users in our brand / Product?
* Which group of users are most / least engaged with our products?
* How often do our users visit our website?
* What are the peak hours for website traffic?

### Monitor and improve KPIs

#### *Engagement*

* Conversion Rate: The rate of Users who completed an engaging activity: Download a product or Subscribe to a trial usage, add reviews, ratings

#### *Users*

* Nb Registered Users: The number of users. These are users that return often to our Website
* Nb Engaged Users: The number of engaged users. These are users who have performed an 'engaged' activity: Download a product or Subscribe to a trial usage, ad reviews, ratings
* Total Actions Users: The number of actions taken by users who have an account. An action can be downloaded, open new page, give feedback, click on an engaging content
* Actions Users per User: The average number of actions per user

#### *Activity*

* Nb Visits: Number of site visits indicates the overall number of visits made by each user to our site
* Total Actions: The number of actions taken by all visitors. An action can be downloaded, open new page, give feedback, click on an engaging content
* Monthly Active Users (MAU): Measures of how often users are using our Website on a monthly basis

### Required attributes

* Field API Name “ssot\_\_EngagementChannelActionId\_\_c”
* Expected Values: Engage Content

## Message Engagement

### Answer key business questions

* Who are the most engaged customers?
* What time is the peak opening rate?
* With which group of users we are most successful?
* What is the optimal number of messages we should send per individual per week to maximize Delivery Rate?

### Monitor and improve KPIs

#### *Reach*

* Nb Sent Messages: The number of messages sent. It measures how large is our base audience
* Nb Recipients: The number of users who received the SMS notifications

#### *Engage*

* Nb Delivered Messages: The number of messages delivered. This measures how many recipients received our message
* Nb Delivered Messages per Recipient: The average number of messages delivered per Recipient
* Delivery Rate: The messages Delivery Rate is the number of messages that reached a recipient's device divided by the total number of texts sent

### Required attributes

* Field API Name “ssot\_\_EngagementChannelActionId\_\_c”
* Expected Values: Delivered, Undelivered, Opt In, Opt Out

## Notifications

### Answer key business questions

* To what extent our notification is engaging users?
* At what hour is the peak of open rate?
* What is the volume of Notification Sent and how successful are the campaigns?
* What is the optimal number of Push Notifications we should send to maximize Open Rate?

### Monitor and improve KPIs

#### *Reach*

* Nb Receivers: The count of users who accepted to receive the notifications. Measures the size of our list of users
* Nb Sent Notifications: The number of Push Notifications Sent. It measures the reach of our notifications
* Nb Sent Notifications per Receiver: The average number of notifications sent per receiver.

#### *Engage*

* Nb Open Notifications: The number of notifications opened by the receivers
* Open Rate: The ratio of receivers who have "opened" the notification compared to the total number of people who received our push notification

#### *Develop*

* Nb View Notifications: The number of notifications viewed by the receivers
* View Rate: The number of people who saw our notification out of the total number of people who received our push notification.

### Required attributes

* Field API Name “ssot\_\_EngagementChannelActionId\_\_c”: Expected Values: Sent, Open, Display

Salesforce Data Cloud Customer Engagement

Assess Customer Engagement across channels: Sales, Email, Website, SMS, and Notifications.

This Tableau Accelerator allows you to **reduce the impact of scraps on your production line.**
It shows production scraps along two perspectives:

* Management Perspective: Who should take corrective actions?
 * by Plant
 * by Work Center
* Operational Perspective: Where must we focus our efforts to maximize impacts?
 * by Scrap Reason
 * by Material Category
 * by Material

Reduce overall production costs and improve productivity:

* **Identify top offenders**
* **Identify top emerging scraps**
* **Pinpoint top root causes of scraps**
* **Assess impact of past actions**

[Demo video](https://youtu.be/zU21nw8KzWs)

### Answer key business questions

* How are we affected by scraps?
* What are the top scrap reasons?
* What are the top offenders?
* Which materials drive scraps?
* How do scraps evolve by scrap reason?

### Monitor and improve KPIs

#### *Production*

* Total Produced Cost: Value of materials produced [excluding scrapped materials] (expressed in currency)
* Total Processed Cost: Value of materials processed [scrapped or produced] (expressed in currency)

#### *Scraps*

* Total Scrap Cost: Value of scrapped materials (expressed in currency)
* Scrap Rate: Share of scrapped materials value on total processed materials (expressed in %)

### Required attributes

* **Date** (date): Date
* **Plant** (string): Plant name
* **Work Center** (string): Work center name
* **Material Category** (string): Material category, material type...
* **Material** (string): Material, Item...
* **Scrap Reason** (string): Scrap reason, Defect type....
* **Scrap Cost** (numeric): Value of scrapped materials
* **Produced Cost** (numeric): Value of produced materials (excluding scrapped materials)

Production Scraps

Reduce the impact of scraps on your production line

The Information Lab's Tableau Server Usage Accelerator shows you what content is popular--and who is using what.
You can connect this dashboard to the audit tables in your own Tableau Server Postgres database--while this Accelerator uses an anonymized extract, rather than a live connection, we've included images to show you how to connect it to your own database. 
Once you connect to your own data, replace the [Created At rel [today()]] field with the [Created At] date field by right-clicking on it and replacing it. You can self-serve and find out more at https://www.theinformationlab.co.uk/2019/03/14/project-griffon-admin-views-from-tableau-server/.
This Accelerator is one of the Server Diagnostics Dashboards that The Information Lab provides for their customers.

### Answer Key Business Questions
- What is the most popular content (Dashboard, Site, Project, Workbook) on our server?
- Who is accessing what content on our server?
- When is content being accessed?
- How many users account for x% of Views?

### Monitor and Improve KPIs
- Top content views
- Top content consumers
- Top content viewed by user
- How many users account for x% of total content views


Tableau Server Usage

Who's using Tableau Server, and what's the most popular content?

ITSM

Localize listing name

The Accelerator for Sales Cloud Opportunities provides sales and success leaders with a clear picture of where the opportunities are in their business so that they can make critical decisions about where to focus time and efforts--and where to make different choices. This Accelerator connects natively to Sales Cloud, and its insights include overall performance, pipeline and distribution of open opportunities across the sales funnel and customer base, and lost opportunities.

[Connect directly with Biztory](https://www.biztory.com/about/contact-us) to find out how they can help you succeed with Tableau and Salesforce.

### Answer Key Business Questions

* What is sales performance this year? How many opportunities have we closed, and what's the value to our company?
* How many opportunities are currently open, and what's the value?
* What's the distribution of pipeline across our sales cycle, industries, and team?
* What customers have we gained, and which have we lost?

### Monitor and Improve KPIs

* No. of Opportunities Won
* No. of Opportunities Lost
* Opportunities Value
* Opportunities Avg Value (won)
* Opportunities Avg Value (lost)
* No. of Open Opportunities
* Pipeline Value coming, Quarters, months, and weeks
* YoY movement both numerical and as a percentage change

### Required Data Attributes

The data for this Accelerator come directly from Sales Cloud. You can edit the data source to connect to your own instance. If your instance has been modified, you'll need to map to the data objects and fields below.
Objects:

* Opportunity
* Account
* User

**Fields used from these objects:**

* Account Name
* Account ID
* Industry
* Close Date
* Closed (T/F)
* Opportunity ID
* Stage
* Full Name
* User ID
* Amount (numeric)

Sales Cloud Opportunities

What does your sales pipeline look like across teams and customers?

Show on Start Pane

Salesforce

This connector provides a smooth and easy way to connect to ServiceNow.

Through this connector, customers can leverage APIs provided by ServiceNow to extract data from their on premise or cloud instance for analysis in Tableau.

Note: This connector will replace the legacy [ServiceNow ITSM](https://help.tableau.com/current/pro/desktop/en-us/examples_servicenow.htm) connector available in Tableau.  This connector leverages a locally installed JDBC driver and is not limited to the ITSM schema. This connector is not currently supported by Tableau Cloud.

ServiceNow

With the Amazon S3 connector by Tableau, you can see and understand data in common file formats by accessing it from any of your S3 buckets. Using Tableau’s [Hyper technology](https://www.tableau.com/products/technology) to provide fast query performance, your analysts can prep, discover, and share insights across the enterprise with ease and efficiency. With the combination of Tableau Cloud Web Authoring, and data in S3, you can have a completely cloud-native analytics experience!

Amazon S3 (beta)

See and understand data from your Amazon S3 buckets in Tableau.

SingleStoreDB unifies transactions and analytics in a single engine to drive low-latency access to large datasets, simplifying the development of fast, modern enterprise applications. SingleStore's advanced indexing and query optimization capabilities allow businesses to quickly and efficiently access their data, making it possible to perform real-time analytics

Together, Tableau and SingleStoreDB provide a powerful solution for businesses looking to gain insights from their data in real-time. SingleStore's high-performance relational database makes it possible to perform real-time analytics, while Tableau's data visualization capabilities make it easy to understand and act on the insights generated by the data. The two products are easily integrated, allowing businesses to quickly start using the solution, and improve their performance and decision-making capabilities

SingleStoreDB JDBC

Visualize and analyze your SingleStoreDB data in real-time.

The Ocient Hyperscale Data Warehouse transforms and loads data in seconds, enables organizations to store and analyze more data, and executes queries on hyperscale datasets up to 100x faster. Removing barriers of cost at a massive scale, Ocient can be deployed as a service, in the cloud, or in your data centers. With the ability to support either ELT or ETLT loading, streaming ingests, and add-on machine learning models in the database, Ocient is pushing the boundaries of what’s possible in analyzing datasets beyond petabytes.

Ocient JDBC

Ocient DB provides Real-Time Relational Analytics on Datasets larger than 10 petabyte or beyond

Looking to conduct holistic data analysis without waiting for data engineers to move your data from its source?

**Starburst** leverages Trino, formerly PrestoSQL, an open-source, distributed SQL query engine, to make better decisions with lightning-fast access to all data, no matter where it lives.

 
Starburst solves for the intersection of ever-increasing data volumes and data consumers. We help our customers de-prioritize data movement while they give their teams consistent, easy, and fast SQL-based access to all their data to support rapid data analytics. We call this the data consumption layer.

 
 
 
Starburst Enterprise is a fast and scalable SQL engine. Architected for separation of storage and compute, Starburst Enterprise is cloud native and can query data in S3, Hadoop, SQL and NoSQL databases, and other data sources.

 
 
 
Starburst Galaxy provides all the benefits of the best in class MPP SQL engine, on an easy to use, **fully managed,** enterprise-ready SaaS platform. Run interactive analytics across your data sources in minutes with fast performance at scale.

Starburst Enterprise

Starburst brings you fast, single point of access SQL queries for all your data sources.

Amazon DocumentDB (with MongoDB compatibility) is a scalable, highly durable, and fully managed database service for operating mission-critical MongoDB workloads.

SQL is the de facto standard for data and analytics and one of the most popular languages among data engineers and data analysts. The Amazon DocumentDB JDBC driver provides a SQL interface that allows SQL-based tools to easily access JSON data stored in Amazon DocumentDB. With the Amazon DocumentDB JDBC driver, you can visualize JSON data with Tableau Desktop and run SQL queries on JSON data with developer tools like DbVisualizer.

Amazon DocumentDB

The Amazon DocumentDB JDBC driver provides a SQL interface that allows access to Amazon DocumentDB.

The new Sharepoint Lists (JDBC) Connector provides access to your valuable business data stored in Sharepoint using the newest JDBC driver.  Support for features like Azure AD modern authentication and the Microsoft Graph REST API makes it easier than ever to analyse and share insights.

Sharepoint Lists (JDBC)

Tableau Connector to Sharepoint Lists over JDBC


[Exasol]([https://www.exasol.com/](https://www.exasol.com/)) is the fastest in-memory database built for analytics. With this connector you can connect to your Exasol database securely via TLS and authenticate through username and password or Kerberos.

Exasol JDBC

Enable Tableau access to an Exasol database via JDBC

This connector provides a smooth and easy way to connect to Salesforce Marketing Cloud. Through this connector, customers can leverage APIs provided by Salesforce to extract data from their Marketing Cloud instance for analysis in Tableau.

Salesforce Marketing Cloud

Tableau connector to Salesforce Marketing Cloud.

**Tableau on Firebolt**

The Firebolt connector for Tableau delivers sub-second query speeds on live connections, thus enabling truly interactive analytics experiences without needing to compromise on data volume, freshness, or latency.

**About Firebolt**

Firebolt is the cloud data warehouse for builders of next-gen analytics experiences. Combining the benefits and ease-of-use of a modern architecture with sub-second performance at terabyte scale, Firebolt helps data and dev teams deliver data experiences that end users love.

Built on a cloud-native decoupled storage and compute architecture, Firebolt eliminates traditional challenges associated with provisioning, scale and resource utilization. Firebolt’s optimized storage format and tightly coupled indexing techniques make even the most challenging workloads fast and efficient, without the need for lengthy and customized engineering efforts.

Firebolt

Firebolt is the cloud data warehouse for next-gen analytics experiences.

The Kinetica Geospatial Analytics extension for Tableau harnesses the power of Kinetica's server-side geospatial rendering to deliver virtually unlimited scale of geospatial visualization in Tableau.

Link the extension to a geospatial table in Kinetica and choose from several rendering options, like discrete features or heatmap, and customize the colors as desired. Visualize points, polygons, and time-ordered traces on a default or custom basemap of your choosing. When used in conjunction with Kinetica’s ODBC/JDBC connector, filters applied in Tableau or geospatial filters defined in the Kinetica extension will instantly update all results in the dashboard.  Clicking on an area in the map will open a pop-up with detailed table information about the features near the point of interest.

New features in this version include:

* Cross filtering from Kinetica to Tableau
* Class break rendering
* Support for multiple layers of geospatial data rendered server-side
* Support for calculated fields

For more information, visit our [documentation site](https://docs.kinetica.com/7.1/analytics/tableau/kin_geo_viz_tableau/)

Kinetica Geospatial Analytics

Analyze billions of points, lines & polygons on a map with Kinetica database server-side rendering.

Advanced Analytics

New Viz Types

The HierarchyFilter extension was built by Tableau Visionary [Merlijn Buit](https://twitter.com/merlijnbuit) and Tableau employee [Russ Goldin](https://www.linkedin.com/in/russellsgoldin/).

This extension visualizes flat or recursive data into a Hierarchy filter. Instead of having multiple filters in your dashboard, you can create a hierarchy filter with only one.

### Features

* Multi-select (hold command/windows key).
* Filter on any level in the hierarchy.
* Search the hierarchy.
* Select all / Clear all.
* Interact with filters / parameters and worksheets.
* Lots of formatting options.

**Clean up your filter pane and let users interact in a new way with dashboards!**

### Get Started

Everything you need to know to get up and running with HierarchyFilter: [Product Guide](https://appsfortableau.infotopics.com/support/documentation/hierarchyfilter-product-guide/).
Download a demo workbook here: [Demo Workbook](https://trial-appsfortableau.infotopics.com/download/gallery-workbooks/hierarchy-filter)

### Disclaimer

This is the free version of HierarchyFilter. Do you want to use this product on premise and without a watermark?
Please contact our support: [Contact Support](https://appsfortableau.infotopics.com/support/contact-support/).

 
**Stay updated on our latest features and news!**

Contact: [Support](https://appsfortableau.infotopics.com/support/contact-support/)

[https://appsfortableau.infotopics.com/](https://appsfortableau.infotopics.com/)

[LinkedIn](http://www.linkedin.com/company/appsfortableau/) – [Twitter](https://twitter.com/appsfortableau) – [Facebook](https://www.facebook.com/appsfortableau) - [Youtube](https://www.youtube.com/c/AppsforTableau)

HierarchyFilter

Visualize flat or recursive data into a beautiful hierarchy filter.

Free

Custom Filters

The Add Filters Extension lets dashboard authors customize which filters are visible on a dashboard. Empower dashboard consumers to customize the dashboard by adding filters that meet specific needs. It aids in quicker exploration of data without the need to contact the original author to drive change requests for adding desired filters to the dashboard and reduces the visual clutter of irrelevant filters. 

Add Filters is an object that authors add to their dashboards which then opens up this new capability for consumers. Once end-users have a filter configuration that suits their needs, they can create a custom view to save their work.


Add Filters Extension

Add Filters offers customized dashboards by showing/hiding filters, parameters, pages, & sheets

Sandboxed

Show In Object Pane

Simple Tableau Extension that allows users to create styled backgrounds for their Dashboard objects and containers. Leverages Bootstrap CSS, Tailwind CSS color, and additional extended classes.

Addition documentation can be found here [Github Link](https://github.com/FsuLauncherComp/BootstrapTableau) 

Documentation

TabCSS

Style Tableau Objects and Containers using simple CSS Classes

Sunburst charts help us visualize hierarchical data and provide quick summaries. 

But in most cases, when the breakdowns are more at each level, inference gets tougher. That's the problem we are solving with this Dynamic Sunburst Chart by adding the ability to drill down. 

After a quick configuration, the extension will visualize your data as a Sunburst Chart, and any interaction on the chart will drill it down to the next level. 
This helps the user get both the high-level and individual element-specific from the same chart or widget. 

Dynamic Sunburst Chart

Dynamic sunburst chart helps you visualize hierarchical data instantly and explore with drill-downs

The Inovista Animator is a web based application that allows users to import SVG images and create intelligent animations that change their behavior based on external data.
This Tableau extension allows a user to take a data-driven animation created in the Inovista Animator and load it into Tableau. Variables in the animation can be linked directly to Tableau data values or defined as user editable properties.

In the Animator, a full range of animations are available including Movement, Rotation, Scaling, Path Animation, Text Animation, Clipping, Masking, Text Offsets, Morphing and Wave Motions. Animation can also be driven by events such as mouse clicks.
 
Highlights:

This extension will take any animation created in the Inovista Animator and convert it into a Tableau component. Animations may be charts or infographics driven by Tableau data or simply decorative items such as moving logos.

The animations can be exported from the Animator as JSON files or they can be copied to the clipboard. In Tableau, the JSON file can be loaded or can be pasted directly from the clipboard.

In the Animator, all aspects of the animation can be modified by creating variables, for example, how much of an image to display to simulate a bar chart. Each variable can be defined as either a data item or property. In Tableau, data items are linked to Tableau data and properties can be set by the user. 

Examples of properties may be fonts or colors. 
Once defined, data values can be updated by a filter and/or parameter change. 
View a short YouTube video to learn more:

The Inovista Animator for Tableau Extension: [https://youtu.be/OH9anhm7FZQ] 

View a short introduction to the Animator: [https://youtu.be/nCvLoHKSIxo]

Animator for Tableau

Create custom, data-driven chart and infographic animations based on any SVG image.

Close the loop by collaborating immediately from your dashboard in Microsoft Teams. Share your insights and align by sending messages with a link to your Tableau dashboard. People will see the exact dashboard you shared with filters and parameters applied! Tableau vizzes can even be shared with people who do not have Tableau yet so that you can collaborate with everyone at every time. 

Before you can use the extension, you need to follow [this guide](https://appsfortableau.infotopics.com/support/documentation/dreamteams-trial-guide/)

### 1. Share your Insights
DreamTeams allows you to easily share your visualizations from Tableau to Microsoft Teams in a channel or private message. Add your findings and start to collaborate! 
### 2. Tag your Audience
Notify your colleagues or people outside your organization with mentions in DreamTeams, so they never miss a message from you. 
### 3. Send a link to your Dashboard
DreamTeams allows you to send a link to your Tableau dashboard. The link contains all the filters and parameters you apply, so your receivers will see precisely what you see. Simple. 
Notify people inside and outside your organization with mentions in DreamTeams, so they never miss a message from you! Get access to all your teams and channels in Tableau in just one click and share your visualizations.

### Use cases:
• Close the loop by collaborating immediately from your dashboard  
• Get access to all your teams and channels in Tableau in just one click  
• Share Tableau vizzes with your colleagues right from Tableau.  
• Share Tableau vizzes and collaborate with people even if they do not have Tableau yet.  
• Share your insights and align by sending messages with a link to your Tableau dashboard. People will see the exact dashboard you shared with filters and parameters applied.  
• Notify people inside and outside your organization  

### **Get started!**

Before you can use the extension, you need to follow this guide: [Before you start](https://appsfortableau.infotopics.com/support/documentation/dreamteams-trial-guide/)

Download the [demo workbook](https://trial.appsfortableau.com/download/ceece519-9634-4b02-b9a1-3b60e12d43b4/dream-teams-gallery-workbook) with examples and instructions.

Learn more about the DreamTeams extension [here](https://appsfortableau.infotopics.com/extensions-for-tableau/dreamteams/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/dream-teams-product-guide/).

**Disclaimer** 
The free version of this extension is limited and can be used for testing purposes only. To experience the fully functional extension, request an enterprise trial here: [https://appsfortableau.infotopics.com/enterprise/](https://appsfortableau.infotopics.com/extensions-for-tableau/dreamteams/)

**Stay updated on our latest features and news!**

Contact: [support@appsfortableau.com](mailto:support@appsfortableau.com)

[https://appsfortableau.infotopics.com/](https://appsfortableau.infotopics.com/)

[LinkedIn](http://www.linkedin.com/company/appsfortableau/) – [Twitter](https://twitter.com/appsfortableau) – [Facebook](https://www.facebook.com/appsfortableau) - [Youtube](https://www.youtube.com/c/AppsforTableau)

DreamTeams

Close the loop and collaborate immediately from your Tableau dashboard in Microsoft Teams!

Custom Viz Actions

Viz Formatting

The ShowMeMore extension for Tableau fills in the blanks when you need to embed visualization types not present in the default Tableau “Show me” set.

Always wanted to embed an interactive **Sankey diagram** to visualize flows? In urgent need for a flexible **Radar Chart** in your HR dashboards? Visualize a dynamic **Network Graph** in your Tableau dashboard to illustrate your department structure? No problem with the Show me more extension for Tableau!

This extension offers various extra visualization types not being present in the Tableau “**Show me**” pane.

### **Create beautiful new visuals in Tableau with just a few clicks!**
Tableau guides you towards best practice visualizations with the excellent “Show me” button but what if you need a different type of graph in your dashboard? Creating new visualizations can be challenging… ShowMeMore enables you to serve new graph types to your customers special needs!
- Instant access to new visualizations in Tableau
- Autosuggest the best visualization type
- Interact with sheets, filters, parameters and highlights
- No programming skills – drag and drop

### **Get started!**
Learn more about the ShowMeMore extension [here](https://appsfortableau.infotopics.com/extensions-for-tableau/showmemore-extension/).

Learn how to quickly set it up with our [Product Guide](https://appsfortableau.infotopics.com/support/documentation/showmemore-vizzes-guide/).

### **Disclaimer**
The free version of this extension is limited to 1 ShowMeMore extension to your dashboard. To experience the fully functional extension, request your free trial here: https://appsfortableau.infotopics.com/request-free-trial/

**Stay updated on our latest features and news!**

Contact: support@appsfortableau.com 

https://appsfortableau.infotopics.com/

[LinkedIn](http://www.linkedin.com/company/appsfortableau/) – [Twitter](https://twitter.com/appsfortableau) – [Facebook](https://www.facebook.com/appsfortableau) - [Youtube](https://www.youtube.com/c/AppsforTableau)


ShowMeMore 2.0

Add new visualization types like the Sankey Diagram and Radar Chart to your Tableau Dashboards.

Works with Tableau Public

When you want to customize your dashboard for your clients, part of that customization might entail displaying their company's logo when one of their users opens the report. This Extension enables you to dynamically determine which custom image or logo will be displayed based on values in your data, such as their company name. Particularly useful when used with row-level security. [Demo available here!](https://embedding.biztory.com/t/Demo/views/CustomLogoExtensionDemo/Dashboard)

Custom Logo

Dynamically display an image/logo based on the values in your data, customizing your dashboard.

Pixel Perfect extension is a one stop print ready reporting solution which can support:
- Print Ready and well formatted reports in Tableau
- Make reports available in popular export formats like pdf, ppt, excel, csv, doc, html etc.
- Paginated Reports with Page Numbers, Page Breaks and Repeatable Headers
- Flat Reports without limitations to number of rows and columns
- Report Distribution via email and SFTP

To experience the workflow please visit our [Tableau Server](https://pixelperfecttableau.useready.com/#/site/PPR_Demo_Site/projects/253) 

Username: PPR_Explorer

Password: PPR@Useready#321

Pixel Perfect

Pixel Perfect is a Tableau extension for print ready well formatted reporting.

Tableau Exchange

Accelerators

Dashboard Extensions

Connectors