How AI is accelerating Salesforce development in WSOY’s environment
Over a year of AI-assisted Salesforce development: what changed and what didn’t? Ceili has been
28.9.2026
SALESFORCE SUMMIT PARTNER · FROM FINLAND
Reporting and Data-Driven Management on Salesforce
From insight to decision
Tableau Next is Salesforce’s analytics platform. It brings metrics, dashboards and AI agents into Salesforce and into the platforms you already use, such as Slack and Claude. Its shared semantic layer ensures that everyone in your organisation reads the numbers the same way.
Ceili is a Salesforce Summit Partner that defines and builds your reporting together with you – so that data-driven management shows up in everyday decisions, not just in the monthly meeting.
Briefly
- We build reports and dashboards in Salesforce and Tableau Next, and define shared metrics together with you.
- We combine data from your CRM, ERP and marketing tools in Data 360 into one reliable data foundation.
- AI agents answer questions in plain language and flag anomalies in your reports before they become problems.
- We start from decisions, not tools: first we agree which decisions your reporting needs to support.
Salesforce Summit Partner
Salesforce’s highest partner tier
100+
Salesforce certifications (Trailhead)
Key Flag
Service produced in Finland
4.9 / 5
Salesforce surveys, 2026
COMMON REPORTING CHALLENGES
While numbers are being gathered and interpreted, decisions wait
Do these challenges sound familiar? We help you choose the reporting set-up that fits your business and your users. Use cases are always defined together with you.
Analysis depends on individuals
Different people may interpret the same reports in different ways.
Reports are compiled by hand
Someone spends hours pulling data from several systems, and bottlenecks are hard to spot.
The dashboard exists, but nobody looks at it
It sits in a separate tool and doesn’t answer the questions management actually asks.
Data is scattered
Customers are in the CRM, orders in the ERP and campaigns in a marketing tool – and nobody sees the full picture.
AI sounds promising – but where do you start?
AI agents are offered from every direction, but without data and evidence it’s hard to judge the real benefit.
WHAT TABLEAU NEXT AND SALESFORCE SOLVE
Reporting your whole organisation can trust
You don’t have to build everything at once. Together we choose the parts that bring the most value right now – and expand step by step.
SALES CLOUD · SERVICE CLOUD
Salesforce reports and dashboards
Views for sales, customer service and management directly in Salesforce, where the work already happens.
TABLEAU SEMANTICS
Shared metrics and definitions
We agree what terms like “customer”, “revenue” and “active opportunity” mean – so the numbers match for everyone.
DATA 360
Combining your data
Data from your ERP, marketing and other systems is brought onto the same foundation as your CRM data.
TABLEAU NEXT
Dashboards for management and teams
Visual views of how key metrics are developing – with the ability to drill down into the causes.
TABLEAU NEXT · SLACK · CLAUDE
Analytics on the platforms you use every day
Metrics can appear in Slack, and you can ask Claude questions about your data.
TABLEAU NEXT
From insight to action
An insight from analytics can trigger an alert, a task or another workflow, so changes are caught in real time.
AI IN REPORTING
Ask your data like you'd ask a colleague
In Tableau Next, AI agents help at every stage – from data preparation and analysis to spotting anomalies. Analytics becomes an active working partner on the platform where people already work, instead of a passive view.
AI answers are only as good as the data and metric definitions behind them. That’s why we always start with the data foundation and shared definitions.
WHERE DO YOU START?
Three common starting points
01
FROM SALESFORCE REPORTS TO TABLEAU NEXT
Moving from your current reports to Tableau Next
Your current reports don’t meet expectations or aren’t trusted – whether they live in Salesforce or in another system. We clean up the data, build clear views and train your users to build reports themselves.
02
COMBINING DATA SOURCES
Your data is spread across several systems
You want shared metrics across the organisation, data from outside the CRM and agentic analytics. We build the Data 360 foundation, the semantic layer and your first views.
03
TABLEAU NEXT RE-START
Your current Tableau Next isn't meeting expectations
Tableau Next is in use, but it isn’t serving you as you hoped. The answer is a Re-Start: we assess the current state, define what should be improved and make the changes you need.
WHO TRUSTS US
Our customers
"There are Salesforce projects, and then there are Ceili projects."
Tuukka Palokangas, Business Director, LämpöYkkönen
4.9/5
Salesforce customer satisfaction surveys
BENEFITS BY ROLE
What does data-driven management change for each role?
Executive management
One version of the truth about the business – and its drivers are visible without a separate reporting round.
Managers and teams
Your team’s metrics in Salesforce and in tools like Slack – and the ability to ask your data questions directly on AI platforms.
Sales and marketing directors
Pipeline, campaign and account development in one view, with deviations flagged early.
CFO and finance
Fewer manually compiled reports, and metrics that are always calculated the same way.
EXPERIENCES WITH CEILI
Results you can see in our customers' everyday work
A system succeeds when people can do their work better and leadership can see what is happening in the business. That’s why Ceili’s customer stories describe the problem, the solution and the benefit – not just the product that was implemented.
Marketing Cloud Next implementation: how the project unfolds with Ceili
Ceili has delivered numerous Salesforce Marketing Cloud Next and Data 360 implementations for organizations across
18.9.2026
Helvar’s marketing covers the entire customer lifecycle with Salesforce Marketing Cloud
Helvar is a Finnish technology company that develops intelligent lighting solutions by combining lighting, data,
15.4.2026
LET'S TALK
Which decisions should you be able to make faster?
In a 45-minute call, we go through your current reporting, data sources and key decisions. We’ll tell you directly whether fixing your existing reports is enough – or whether Tableau Next is worth implementing.
ONGOING PARTNERSHIP AND SUPPORT SERVICES
Reporting evolves with your business
As your business changes, so do the questions your reporting needs to answer. We add new metrics and data sources, keep definitions up to date and bring in new Salesforce analytics features – through a named expert or team, continuously or as needed.
✓
Admin support and AI skills training
✓
Small development, automations and AI agents
✓
Roadmap and use-case prioritisation
✓
Error handling and agent troubleshooting
✓
Release updates and new AI features
✓
Salesforce Re-Start and AI readiness assessment
FAQ / UKK
The frequently asked questions section answers the questions we’re asked most often.
Ceili is a Finnish Salesforce partner that delivers Salesforce implementation projects and provides support services. Our clients operate in Finland and globally.
Salesforce implementation projects can include CRM implementations, marketing automation solutions, customer service solutions, reseller portals or e-commerce solutions. We also integrate Salesforce so that it works closely with your other systems.
You can read more about us on our Company page.
Searching for “Ceili” may also bring up an Irish dance, but that’s one area where we have no expertise. 🙂
Yes. Ceili is a Salesforce Summit partner, the highest tier of the Salesforce partner programme. We have been part of the programme since 2015.
Summit status is based on factors including the number of certified experts, the scope of projects delivered and customer satisfaction. In Salesforce’s 2026 customer satisfaction survey, we received an excellent score of 4.9/5. You can check our partner status in the Salesforce partner directory.
- Ceili helps define the business needs that shape how your Salesforce environment is structured
- Ceili builds Salesforce to match each client’s specific business needs
- Ceili takes the organisation’s growth goals into account and builds a solution that serves future needs
- In our projects, we introduce Salesforce’s AI tools (Agentforce) into organisations’ environments and build AI agents to make their work easier
- Alongside implementation projects, Ceili provides support services and ongoing development
- We support organisations during the roll-out phase so the new systems are adopted effectively
- Ceili helps organisations understand their Salesforce licence needs in relation to their business
Every Salesforce project is priced individually, based on what it includes, how much support is needed and the size of the project. Pricing depends on factors such as the number of Clouds and other features to be implemented, integration needs, data migration, training, customisation and the project’s architecture. We’re happy to talk through your Salesforce needs, after which we can put together a quote for you. Our pricing is based on years of experience across different kinds of projects and industries. You can get in touch with us to receive a quote!
Yes. Many of our projects involve integrations, and we have extensive experience with them. Although Salesforce is a broad, versatile platform that gives you a 360-degree view of your customers, it often still needs to be integrated with industry-specific solutions, ERP or other external systems. Salesforce offers excellent marketing platforms and tools, but integration with external marketing platforms is also possible.
The organisation’s commitment is essential to a successful Salesforce project. The organisation needs a project manager who drives the project forward on its side and coordinates the overall project together with Ceili’s project manager. Representatives from the organisation’s different business areas are also needed, so that the Salesforce solution is built to serve every unit. The organisation’s team should set aside time for requirements workshops, user training, testing and internal work. When the organisation is committed and reserves enough time for the project, the project is more likely to achieve its goals.
You can read about other organisations’ experiences of Salesforce projects on our Customer cases page.
Ceili is a Salesforce Summit partner, meaning a partner at the highest tier, and a major Salesforce partner in Finland. Ceili focuses entirely on Salesforce technology.
The competitive landscape keeps changing, and some competitors work with other technologies alongside Salesforce. Ceili ranks among the top 3 Salesforce partners in Finland (RevenueBase, 2026) and is a trusted partner for Salesforce implementations, ongoing development and support services.
Salesforce®, Sales Cloud® and others are trademarks of salesforce.com, inc. and are used here with permission.