unDUBBED

D30 Tableau Next & Data360: Why Salesforce Customers Should Pay Attention

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Summary

In this episode of unDUBBED, hosts Sarah and Fiona engage with Kirk Munroe, co-founder of Paint with Data, to discuss the evolution of Tableau within the Salesforce ecosystem. They explore the significance of Data360, the transition from Tableau Classic to Tableau Next, and the importance of building semantic models for effective data analytics. Kirk shares insights from his extensive experience in the field, emphasizing the need for data professionals to adapt to new technologies and embrace opportunities for growth. The conversation also touches on the future of data analytics, the role of AI, and practical advice for data teams.



Takeaways
  • Kirk Munroe emphasizes the importance of embracing change in data analytics.
  • Data360 is crucial for unifying customer profiles across multiple channels.
  • Organizations often struggle with data visibility due to customization in Salesforce.
  • Transitioning to Tableau Next makes sense for companies already using Salesforce.
  • Building semantic models is essential for effective data analysis.
  • Data professionals should focus on understanding business needs and gathering requirements.
  • The future of data analytics will be more consultative and integrated.
  • AI poses risks but also opportunities for data professionals.
  • Tableau Next is not just a replacement but an enhancement of existing tools.
  • Data analytics should be actionable and accessible to all users.





    • Chapters

    00:00 Introduction to Tableau and Kirk Munro

    01:53 Understanding Tableau Next and Its Marketing Challenges

    04:12 The Evolution of Data360 and Its Importance

    06:36 Kirk Munro's Journey in Data and Analytics

    09:44 Exploring Data360: Unified Customer Profiles

    10:42 The Future of Data Applications and AI

    17:42 The Challenges of Legacy Systems in Banking

    17:53 Implementing Data360: Transforming Data Accessibility

    20:20 Customization in Salesforce: A Double-Edged Sword

    22:05 Transitioning to Tableau Next: What You Need to Know

    26:04 The Future of Data Roles in the Tableau Ecosystem

    30:29 Gathering Requirements: The Key to Effective Data Solutions

    32:29 The Importance of Semantic Models in Data Analytics

    38:17 Advice for Data Leaders: Improving Data Models

    43:58 The Role of Data in Marketing Campaigns

    46:14 Building Effective Data Models

    48:50 Understanding Causation and Correlation in Data

    51:34 The Future of Tableau Next

    52:36 Strategic Recommendations for Tableau Next

    01:00:35 Rapid Fire Insights on Data Analytics

     

    Links

    Kirk Munroe on LinkedIn: https://www.linkedin.com/in/kirkmunroe/

    Paint with Data: https://www.paintwithdata.com/

    Data Modeling with Tableau: https://www.amazon.com/Data-Modeling-Tableau-practical-building/dp/1803248025

     

    Kirk Munroe: 4 Common Tableau Data Model Problems…and How to Fix Them: https://www.flerlagetwins.com/2023/01/data-.html

    Kirk Munroe: So What is Tableau Next? https://www.flerlagetwins.com/2025/07/tableau-next-1.html

    Master the Tableau Data Model & Relationships featuring Kirk Munroe: https://www.youtube.com/watch?v=OE25-cK2ZHI

    Data Modeling Masterclass with Kirk Munro: https://www.nextleveltableau.com/modeling




    Keywords

    Tableau, Salesforce, Data360, analytics, Kirk Munroe, data strategy, semantic models, Tableau Next, business intelligence, data visualization

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    unDUBBEDBy Fiona Crocker & Sarah Burnett | co-founders, dub dub data