A small heads up is that the complexity is increasing for each step, but together with this, the benefits as well. They are listed below with Pros and Cons with each way of accessing the data. This article will describe three general ways in how you can access your Salesforce data from Tableau.
#TABLEAU PUBLIC LIMITATIONS HOW TO#
It seems like a natural path to discuss this point first, before discussing the limitations of Salesforce and how to embed Tableau visualizations back into Salesforce. The first step to work with Salesforce data in Tableau is to access the data from Salesforce in one way or another. Let us go through the agenda for today’s article. This article will go through three main points that hopefully will give you a heads start into how (and why) you should make use of both Salesforce and Tableau. How are the synergies between Tableau and Salesforce, and how can you utilize one tool in another? If not, now you know that this is how the relationship between the two tools look like.īut, if the two aspects above are widely spread, the third is probably much less known, which will be one of the main discussion points in this blog post and why I think there is a need for it in the market, more exactly: It is probably quite common knowledge as well that Tableau is owned by Salesforce, since the acquisition of Tableau in 2019. Most people that are reading this article have probably heard about the tools Tableau and Salesforce, two of the most popular tools in the Data Visualization and CRM-world.
As always, the Article is trying to catch things that I would have loved to know before jumping in and utilizing these tools myself.Īt the end of the article, you can find references to learn more about the topic to be able to also use the topics in practice. The purpose of this article is to give a “Short” explanation of how to utilize the synergies between Tableau and Salesforce.
(You can also find the article on my website together with other articles and more interesting things) Introduction
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