• Be Intelligent

The ultimate guide to Salesforce Reporting Tools

If you're finding the world of Salesforce reporting tools tricky to navigate then you're not alone! When it comes to ways of reporting on data within the Salesforce ecosystem, there is no one size fits all approach.


As your resident data experts, we are here to help shed some light on the different reporting and analytics tools Salesforce offers, with our guide Salesforce Reporting Tools Explained.


In this comprehensive guide we'll help to:

  • Clear up any confusion around the ever changing names Salesforce uses

  • Take a closer look at native Salesforce and Marketing Cloud reporting options, Marketing Cloud Intelligence (Datorama), Tableau, Tableau CRM and the differences between each

  • And ultimately help define which tools you need in order to unlock the insights and visibility your business requires

With the right tools in place, your organisation will be equipped to surface insights from your data at speed, ultimately enabling informed and timely decision making.



At Be Intelligent we want to ensure that you get maximum return on your Salesforce investment, and a key part in achieving that is making your data work harder for you, so that you can spend more time making impactful changes, and less time wrangling, managing and analysing multiple data sources.

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