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All You Need To Know About Integrating Tableau Into Salesforce

Rajat Kesarwani

By Rajat Kesarwani| Monday, November 01, 2021 10:30 AM | 4 min read

Do you struggle with customer data analysis and Retail IT solutions? Is it challenging for you to connect your Salesforce Tableau Integration to a business intelligence tool such as Tableau? You've arrived at the correct location! This article will address all of your concerns and alleviate the stress associated with identifying a truly effective solution for Salesforce Tableau Integration. Follow our simple step-by-step instructions to master the art of integrating Salesforce with Tableau and conducting productive customer data analysis to gain critical insights that can help you generate informative and insightful business reports.

A careful reading of the content will provide you with an in-depth understanding of connecting Salesforce to Tableau.

An Overview of Tableau

Tableau is a robust business intelligence application that transforms unstructured data into comprehensible graphs. It is a widely used tool for presenting data in an easily understandable format for non-technical audiences. It generates visualizations through dashboards and spreadsheets, enabling users to conduct real-time analysis quickly and securely. It does not require the user to have any programming or technical knowledge to operate.

Tableau is not only a desktop application; it is also a cloud-based service that can be accessed from any device. All you have to do is log into your account using your smartphone. If you are still facing issues then you can go for Salesforce Application Development Services.

An Overview of Salesforce

Salesforce is a cloud-based customer relationship management (CRM) tool that enables you to store and manage your business's customer relationships. As a result of these interactions, Salesforce generates a large amount of data. Additionally, it offers cloud-based services such as data analytics and Internet of Things (IoT) devices. These create data that can gain valuable insights into customers, which can be highly profitable for the business.

Salesforce's most important features include the following:

1. Salesforce makes contact management simple by providing access to important customer information, Retail IT solutions and interaction history. It offers fantastic insights into how to leverage consumer data to better understand their behavior by developing strategies based on a variety of trends and indicators.

2. Salesforce's interactive dashboards paint a clear picture of how well the business performs by factoring in crucial variables such as market trends and customer behavior. You can quickly create dashboards and generate real-time statistics for your business.

3. Opportunity management is a significant feature of Salesforce. It provides you with detailed information about your customers' past, purchase habits, and analytics and assists you in strategizing your next move.

4. Salesforce enables you to synchronize your calendars and schedules by connecting seamlessly with applications such as Microsoft Outlook, Gmail, and others. Additionally, it allows you to access critical data offline and create custom templates for prospective customers.

Connecting Salesforce to Tableau via the built-in Salesforce connection

The built-in Salesforce connection in Tableau simplifies the process of setting up Salesforce Tableau Integration. Tableau enables you to quickly create a data source and present your data to conduct functional analysis for your business.

Salesforce Tableau Integration can be configured using the following steps:

1. Establishing a connection to Tableau's built-in Salesforce instance.

  • To begin building Salesforce Tableau Integration, launch Tableau on your desktop and select more from the connect column on the left. This will open a new window in which you can choose the data warehouse or database you want to work with. Select Salesforce from the list of possible alternatives.
  • There will now be a new discussion box appearing. To sign in to your Salesforce account and load data into Tableau, enter your Salesforce credentials, including your username and password.
  • Tableau will require access to your Salesforce data and account after you successfully sign in. Select the Allow option to grant Tableau permission to transfer your Salesforce data.

2. Configuring the data source.

The data source page appears after successfully signing in and creating a Tableau connection.

  • Select the data source name option and provide a unique name for the database you're accessing. Having a unique name is a good idea because it enables customers to identify the database from which data is being gathered quickly.
  • Tableau gives you the option of setting up a standard connection and conducting analysis by dragging predefined queries, objects, and visualizations onto the canvas or setting up a custom connection and manually selecting tables and beginning the analysis.
  • You can select the required schema from the Schema drop-down list in the left column. Additionally, you can conduct a text-based search to locate a suitable alternative. Likewise, identify and select the necessary table, then drag it onto the canvas.

Navigate to the sheets tab to begin the analysis.

The disadvantages of manually configuring Salesforce Tableau integration

The following are some of the drawbacks of this method of connecting Salesforce and Tableau:

  • Errors related to character limits may occur during the data transfer from Salesforce to Tableau. This is due to a constraint of 4096 characters, which prevents the extraction of specific data.
  • Because this strategy precludes real-time data transfer from Salesforce to Tableau, you must frequently refresh the data to keep it current.

Give Shape To Your IT Ambitions With Dreamstel Technologies

This article has walked you through the process of connecting Salesforce and Tableau. Additionally, it includes detailed information on the concepts that underpin each step to assist you in comprehending and correctly applying them. If you still are facing issues with Salesforce Tableau Integration then try going for Salesforce Application Development Services.

Dreamstel Technologies is a leading global IT solutions & services company, headquartered in NSW, Australia, with development centres in Noida, India and Delaware, USA. Providing trusted IT solutions for the retail industry, Dreamstel has been passionately helping businesses grow to become recognized entities, since the year 2005.

We at Dreamstel, deliver innovative IT solutions and Package Development Model Salesforce consulting to a variety of industries in the areas of finance, manufacturing, e-commerce, technology, telecom, retail, healthcare and others. Our objective is to help you drive enhanced customer engagement with operational efficiency. Digitalization offers an end to end approach to your business, and our hand-picked tech experts ensure your business gets the best services without any interruptions. We devote our knowledge, expertise and energy towards growing your business by going an extra mile with our services.

Rajat Kesarwani
About the Author Rajat Kesarwani is the CEO of Dreamstel Technologies. With over 15 years of experience in maintaining business relations with esteemed companies across the US and Australia, Mr. Kesarwani has earned an excellent reputation in the IT industry. He has been offering advanced technology services to businesses that require any kind of IT solution. His expert services at Dreamstel includes developing and introducing next-generation apps and spreading awareness about Salesforce. His objective is to reach out to companies in need of advanced technology solutions, and he has been successfully moving ahead in the right direction to do so, through Dreamstel Technologies.