Salesforce and Tableau Integration

Empowering Data-Driven Decisions

In today's data driven world, businesses often look for ways to manage their data in a systematic way. Salesforce is the world's leading CRM platform and is used in many organizations for their day-to-day business activities. Tableau, on the other hand, is a powerful BI and visualization tool that is used for analyzing, interacting and exploring data. Tableau excels at turning raw data into insights, enabling business to make informed and strategic decisions in a short amount of time.
Integrating Salesforce and Tableau fixes the gap between data collection and data analysis. At Dreamstel, our certified Salesforce professionals adhere to the best Tableau Integration in the Salesforce Process, and for businesses using Salesforce services it is recommended to go for Salesforce Tableau integration.

 

Understanding Salesforce and Tableau Integration

Integrating Salesforce with Tableau can increase your chances of improved digital growth. It helps businesses make detailed decisions and take advantage of all the data from different sources. Tableau integration in Salesforce also improves client experience and accelerates growth. Whether you need a complete Salesforce Tableau integration solution or you can find errors during extract, we can assist you with anything and everything you need regarding the process. Our experienced developers exhibit hands-on experience in Tableau as well as Salesforce. The acquisition just made our job easier. Be it file extraction, knowledge of character limits on certain fields, such as calculated fields or recreating calculated fields in Tableau after creation of the extract, we can do it all.  

Salesforce has taken the concept of Customer Relationship Management to a whole new level by truly showing business transformation through cloud services, and Tableau contributes by providing analytics to ensure that the business only moves forward. Tableau helps users create interactive dashboards and visualizations that are easier to read and analyze and collect all organizational data in one place.

Why you need Salesforce and Tableau Integration

If your business needs a platform that helps you manage your data, then integrating Tableau with Salesforce may be the right decision for you:


Enhanced Data management

It helps simplify data and make it easier for the users to understand.


Improved decision making

Data is easily accessible making the decision making process easier and faster.


Creating a common platform for all business activities

Tableau and Salesforce Integration creates a common platform for everyone to access data from.


Improved user experience

End users can access any data at any given time with Tableau and Salesforce Integration


Understanding your business better

Helps businesses understand their position in the market by analyzing growth and calculating data


Enhanced Data Analysis

Get deeper insights and transform complex data into simplified visuals.


Increased Productivity

Organizational productivity is increased


Improved Customer Experience

Customer relation improves resulting in customer satisfaction.

Salesforce and Tableau Integration Process

See how our experts develop Salesforce Solutions for your business

1

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Planning

Establish your goals, ensure you have the correct permissions and design a data framework.


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2

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Integrating the platforms

Connecting the platforms to ensure best performance

3

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Building

The design, visuals, dashboards etc are made during this step.


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Deployment

The integrated system is then deployed and observed to see if its working according to client needs.

5

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Maintenance and Support

Ongoing maintenance and support to ensure best performance.


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Optimization and Scaling

Continuously analyze user feedback and system performance to optimize dashboards, enhance data accuracy, and scale the integration as your business grows.

Our Clients

We develop projects globally with multiple satisfied clients.

Aalap
Aalap
Backstage
Backstage
Blazon
Blazon
EM
EM
Export-Exc
Export-Exc
INTA
INTA
JAR House
JAR House
kingspan
kingspan
Patricio
Patricio
Swiftstack
Swiftstack
Taracon
Taracon
Validar
Validar

How do you know if your business needs Salesforce and Tableau Integration?

If you are a startup or a growing business, integrating Salesforce and Tableau may help you reach your business goals faster.

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Your data is fragmented

No unified platform for your data

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You need predictive analysis

SYour business analytics are inaccurate

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Forecasting is inaccurate

Your trend perceptions are not optimized

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Manual reporting

You still report manually

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Your company is not fully leveraging its data

Too much data, too little insight

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Utilizing Salesforce investment

You don't know how to generate satisfactory ROI

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Problems in account management

Your account data are not managed properly.

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Difficulty in generating ROI

Your present ROI is not satisfactory

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Difficulty in adopting new trends

If your business is struggling to adapt to new trends.

Create sophisticated data visualizations

Dreamstel Technologies offers Salesforce and Tableau integration which will help your business create a unified view for your customers.

Why choose Dreamstel Technologies for Salesforce and Tableau Integration?

Integrating Salesforce and Tableau can unlock powerful insights, drive better decisions and boost company growth. We provide:

Certified Salesforce experts

Dreamstel brings deep domain expertise in both Salesforce and Tableau. Our experts understand the importance of each platform and how to align them for optimal business performance.

Customized Solution

We provide solutions that are tailored to your business needs.

End-to-end satisfactory service delivery

Dreamstel provides full cycle integration, from planning to deployment.

Security

We prioritize data security and user access control to ensure your salesforce data is protected.

Industry Experience

Our experts have experience in multiple industries

Commitment to Quality

We do not compromise on the quality of work

Competitive advantage

We help you get better industry insights

Tailored Solutions

Our professionals understand your business goals and make solutions accordingly.

Multi-domain industry experts

Our Salesforce developers are experts in their field.

Technologies

Every Project needs a unique technology stack and our experts understand your business objectives and choose the technologies accordingly. Here is what we specialize in:

Programming languages:

Python
Python
Javascript
JavaScript
Java
Java
PHP
PHP
C#
C#

Web / Frameworks:

Django
Django
Fastapi
FastAPI
Spring
Spring
Hibernate
Hibernate
.Net
.NET
Node.js
Node.js
Express
Express
NestJS
NestJS
Laravel
Laravel
Yii
Yii
Symfony
Symfony
React
React
Vue.js
Vue.js
Angular
Angular
Ext JS
Ext JS

Databases / Data storage:

MySQL
MySQL
PostgeSQL
PostgeSQL
MongoDB
MongoDB
Redis
Redis
A. Casandra
A. Casandra
Elasticsearch
Elasticsearch
Amazon RDS
Amazon RDS
Amazon S3
Amazon S3

DevOps containers:

Docker
Docker
Kubernetes
Kubernetes
AWS ECS/EKS
AWS ECS/EKS

DevOps automation:

Ansible
Ansible
Chef
Chef

DevOps CI/CD:

GitLab CI/CD
GitLab CI/CD
Jenkins
Jenkins
AWS
AWS

DevOps monitoring:

Zabbix
Zabbix
Grafana
Grafana

Testing:

Selenium
Selenium
Postman
Postman
Swagger
Swagger
Apache JMeter
Apache JMeter
Cypress
Playwright
Playwright

Clouds:

AWS
AWS
Azure
Azure
Google Cloud
Google Cloud

Results of our Salesforce and Tableau Integration

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Improved Sales Forecasting

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Effective Lead Management

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Personalized Customer Journeys

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Proactive Issue Resolution

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Deeper Customer Understanding

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Accelerated insights

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Enhanced customer service and customer satisfaction

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Smoother integration

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Competitive advantage

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Real-Time Data Visualization for Faster Decision-Making

FAQ

What is the primary benefit of integrating Salesforce and Tableau?

Salesforce is a powerful CRM but Tableau helps in simplifying the data and making it visually simpler and easy to understand.

Do I need a specific Salesforce edition for the integration?

Yes, for a seamless integration with API access, you typically need a Salesforce edition that supports API access.

What industries can benefit from Salesforce and Tableau integration?

Salesforce development is not industry specific. Any company or industry that wants to upgrade itself can benefit from Salesforce Development.

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