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A lot of companies use Tableau to visualize their data. In the future if they want to use Tableau they (speculation) might have to host their data in SalesForce and/or be directed to use a number of other SalesForce features if they want the latest coolest dashboards. To me this acquisition seems be a play toward growing customer usage of SalesForce licensed functions and data migration to their cloud, rather than based on the current revenue stream. The lock-in is strong.

SalesForce has been pushing Einstein Analytics recently. I haven't used it, but I do see that moving an organization from Tableau to Einstein has a lot of costs involved so this would be a hard sell in many places. Having them both under one roof means they're able to bring a bunch of people across to their cloud and now that license revenue year over year is theirs with the additional data lock-in.

As someone that really dislikes vendor-forced lock-in and generally dislikes the way SalesForce controls your data, rate limits, maxes, licensing, etc, this move is about even more control up your stack that will seem like a "no brainer" to decisionmakers, which is dangerous. That said, I'm sure it will work well for some organizations.

EDIT: I would also love to see them spit out D3 or other open visual but then they'd be losing control of the secret sauce and the requirement for a license. Not sure there is an incentive to go that route.




My company is using Einstein Analytics, however, other than the Salesforce integration has been a terrible disappointing experience. Loading data is a pain and has to be done to a custom API. Of course Einstein analytics need to have it is own language called SAQL resulting in a steep learning curve.


yeah i put in another comment that this acquisition is a vote of non confidence in Einstein Analytics. You may see it phased out in the next few years.


Yeah SalesForce NEEDS Tableau. It is like a missing puzzle piece in their suite. Einstein is essentially enhanced reporting for SalesForce even though they sell it as an analytics tool.


That sounds right. This acquisition maybe gets rid of the curve there and for orgs like mine that use Tableau and SalesForce it sounds simpler / easier in future (Einstein has conversion and learning costs as you say). However, that comes with a cost - loss of any freedom to use your data without worrying about arbitrary license changes and cost. The way they structure the licensing will be interesting since they’ll have leverage over any customers.




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