About the Salesforce Analytics Site

This demo is an example of how a Curator portal can help bring non-Salesforce users into the analytics loop.  When logging into this site, you chose between an Executive, Sales or Business user, showing the ease at which Curator can be customized for each of your users.  Features used in this demo include:

  • Dynamic Content Tiles
  • Dashboard Feed
  • Report Builder
  • Top Navigation
  • Group overrides for custom user homepages and navigation
  • Homepage built using our built-in page builder

The demo is split into two functional areas, Executive and Business Users (Sales/Marketing Users). Each dashboard contained within each area uses Salesforce data directed and aggregated to level of requirement which relates to one of the Salesforce personas.

The Executive Experience is targeting Exec level users which would not normally have access to any Salesforce instance. The dashboards are aggregated to show an executive level summary on how the business is functioning overall.  Both Salesforce and non Salesforce data has been used within this experience.

The Business Users Experience looks at a more granular level of the Salesforce data, identifying Sales, Opportunity and Marketing information. These dashboards are also embedded into the fictional Salesforce company using Tableau's own Legacy Connector app called Sparkler.  The Gifs within these pages show actual interaction takes place for these types of users. Additional Demos are available of the new Tableau Viz Lightning Web Component.

About Curator

Curator is an analytics portal from InterWorks that empowers you to fully customize the data experience. This web-based solution provides you with a centralized hub for all of your analytics. With easy-to-use tools and an intuitive interface, it equips you to completely tailor insight sharing, navigation and design like never before. Backed by the guidance and expertise of the InterWorks Experience Team, Curator grants you the freedom and power to create an enriching data experience.  Check out our main site to learn more about Curator. 

See it in action

Check out our recent demo of Curator (formerly Portals for Tableau) with Experience Engineer Mark Bingham and Principal Consultant Ben Bausili from InterWorks where they will show how easy it is to integrate your dashboards into everyday flows and drive more traffic to your visualizations.  

Ready to get started?

Want someone from our team to give you a call?  Fill our our Contact Form and give us a little bit of background.  Or, if you'd prefer to do things by email, fill the form out below and we'll send some additional info over and schedule a time to meet. We'd love to hear from you either way and discuss how we can help create the analytic experience you've been dreaming up.