MeshMesh from Salesforce
Tableau · Tableau Next

Build Analytics Dashboards

MeshMesh builds Tableau Next and CRM Analytics dashboards: data in Data 360, a semantic model, visualizations and a finished dashboard a user can open, often placed on a record page. Read the results with that in mind.

158 tasks
Method

How MeshMesh does it

  1. Enables Tableau Next and assigns its permission sets.
  2. Provisions Data 360 and brings in the source objects through CRM data streams. Data is loaded through the Ingestion API or Bulk API 2.0 where needed.
  3. When the user brings a reference design, runs a gap analysis and writes a phased implementation plan for approval.
  4. Creates semantic models with Tableau Semantics, then metrics and visualizations through the APIs.
  5. Assembles the dashboards and refines formatting, filters and charts over further turns.
  6. Embeds the dashboards as tabs on a record page, filtered to the record being viewed.

For packaged dashboards, see Deploy Prebuilt Analytics Apps. For related Tableau Next work, see Tableau Next: area-level work.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.

  1. 1Tableau NextTableau147 tasks
  2. 2CRM Analytics52 tasks
  3. 3Tableau27 tasks
Features
Tableau Next

Related capabilities