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

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