AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

ASSETS UNDER MANAGEMENT | Tableau Accelerator for Financial Services

Assess your overall performance: Assets under Management & Net New Money

Overview

Assess your overall performance. Appraise your ability to grow AuM by driving Net New Money. Identify most impactful Business Lines. Review your Client Portfolio and identify outliers. Determine the dynamics of (in/out)flows across mandates.

1 of 5

See How ASSETS UNDER MANAGEMENT | Tableau Accelerator for Financial Services Works

  • 🚀 Rapid & Cost-effective Deployment Pre-built solutions that significantly reduce the time and effort required to implement analytical apps

  • 🎯 Business Relevance & Outcome Driven Instant access to peer best practices that address common challenges and requirements for your specific industry & business function

  • 🛡️ Trust, Consistency & Standardization Promote consistency and standardization in data analysis and reporting across your organization Consistent metrics & user experience

  • 🏆 Elevation of your Performance Interactive, engaging, highly professional restitutions will add value to your presentation, reinforce trust, and impress your audience

📌 Explore the Resources & Documentation below for detailed information and practical usage of this Tableau Accelerator.

Categories

Business Needs
Analytics
Dashboards & Reports
Data Visualization
Industries
Financial Services

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Tableau
Supported Languages
English

More from Salesforce Labs

  • Marketing Cloud Engagement Journeys for Salesforce
    by Salesforce Labs
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Checklist Manager
    by Salesforce Labs
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds

  • Multi-Org Security Summary
    by Salesforce Labs
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Issue Box
    by Salesforce Labs
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.

  • Quick Add Junction Records
    by Salesforce Labs
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools

  • Charity Commission Search
    by Salesforce Labs
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.

  • Analytics Adoption Metadata
    by Salesforce Labs
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Einstein Intent Assessor
    by Salesforce Labs
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Recruiting Manager
    by Salesforce Labs
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources

  • Procurement
    by Salesforce Labs
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance