Reliant Funding is embedding Tableau inside Salesforce to create data-driven queues for their sales representatives and help them prioritize the deals they need to work on each day. With native Tableau, the company could create analytics-centric tables containing the necessary data.
Nonetheless, the sales representatives needed to be able to filter, sort and drill down on records to use the data in the way they needed. To do that, they often had to extract the data into Excel files and do their work there. The BI team needed a solution that would enable these end users to perform their tasks directly in Tableau.