• The Cost Effective Slack to Salesforce Integration Method

    Integrate Slack and Salesforce Integrating Slack and Salesforce has never been easier or more cost-efficient. The Plative Slack Salesforce integration was developed by our team internally to replace an existing application that we were paying a subscription fee for when we asked ourselves, “why can’t we simply build this with Salesforce automation and API calls?”…

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  • The Future of Enterprise Relationship Management | Plative Partners with Equilar

    Earlier this morning, Plative’s partnership with the industry-leading enterprise relationship management platform, Equilar, was officially announced (read the full press release). Equilar launched ExecAtlas for Salesforce on Salesforce App Exchange earlier this year, which was developed for organizations navigating the complexities of B2B sales to drive increased engagement with C-suite decision-makers and new business opportunities. Here…

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  • Einstein Analytics is Now Tableau CRM

    Tableau CRM announcement | This week at Tableau Conference, Salesforce took a big step forward towards it’s integration of Tableau into their broader Analytics offerings by rebranding Einstein Analytics to Tableau CRM. This comes on the heels of last month’s news of Tableau’s new Lightning Web Component that I wrote about. Einstein becoming Tableau CRM…

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  • Breaking: Embed Tableau Dashboards in Salesforce With Lightning Web Component

    Tableau users rejoice: You can now embed Tableau Dashboards in Salesforce! We noted in a previous blog about differences between Einstein Analytics, Tableau, and others, that Einstein’s competitive differentiator is the tool’s ability to embed dashboards in Salesforce records. With the release of Tableau Viz Lightning Web Component, that’s no longer the case. On September…

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