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Tableau + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Tableau and Salesforce

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Tableau

Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Tableau + Salesforce

  • Tableau Salesforce

    Tableau + Salesforce

    Create Lead to Salesforce from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    Salesforce Create Lead
  • Tableau Salesforce

    Tableau + Salesforce

    Create Custom Object to Salesforce from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    Salesforce Create Custom Object
  • Tableau Salesforce

    Tableau + Salesforce

    Create Contact to Salesforce from New Data Source in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    Salesforce Create Contact
  • Tableau Salesforce

    Tableau + Salesforce

    Update Contact in Salesforce when New Data Source is created in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    Salesforce Update Contact
  • Tableau Salesforce

    Tableau + Salesforce

    Update Custom Object in Salesforce when New Data Source is created in Tableau Read More...
    Close
    When this happens...
    Tableau New Data Source
     
    Then do this...
    Salesforce Update Custom Object
  • Tableau {{item.actionAppName}}

    Tableau + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Tableau + Salesforce in easier way

It's easy to connect Tableau + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

  • Updated Data Source

    Triggers when an existing data source is updated

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Update Data Source

    Updates an existing data source in tableau.

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Tableau & Salesforce Integrations Work

  1. Step 1: Choose Tableau as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Tableau to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Tableau and Salesforce

    Tableau?

Tableau is a software that will help you to visualize your data, either in the form of a chart or graph. Before you can use Tableau, you need to have a dataset. It can be from a database or a file. There are two ways for you to create a graph. through the design view or the data view. In the design view, you can create multiple graphs with the same dataset. The data view allows you to change the layout and format of your graph.

    Salesforce?

Salesforce is a cloud computing company based in San Francisco, California. It provides customer relationship management (CRM. and enterprise social networking software applications for businesses, with 92% of the Fortune 500 companies as customers. It was founded in 1999 by Parker Harris and Dave Moellenhoff, and today it serves more than 160,000 organizations.

    Integration of Tableau and Salesforce

The integration between the two software is not straightforward, but it is doable if you know what you are doing. Let’s say you have Tableau as your primary top and plan to integrate it with Salesforce. Here are the steps on how to do it:

First, you need to install Tableau Server on your computer and make sure you have SQL Server Data Engine configured. Then, download and install any one of these connectors. Salesforce plugin for Tableau; or

Salesforce connector for Tableau; or

Salesforce Connector for Tableau 10.5 with OAuth 2.0; or

Salesforce API Connector for Tableau 10.5 – Salesforce Analytics Cloud Only; or

Salesforce connector for Tableau 10.5 with OAuth 2.0 and Analytics 360 If you choose to go with the first option, you will need to get an API key from your organization’s administrator using the Salesforce Web Services Developer Conspe. If you choose option b, then you will need to sign up for an API key from Salesforce website before installing the connector in Tableau. For option c, d, and e, all you need to do is to click on “Get It Now” and proceed with installation. After installation has been completed, launch Tableau and start building your charts! You may notice that there are some restrictions when using the plugin and connector options. Rest assured that Salesforce is working on improving these options so that users can have a better experience when using them together!

    Benefits of Integration of Tableau and Salesforce

Integrating Tableau and Salesforce is like having a two-in-one package! By combining them together, you get their benefits at once which can definitely improve your data visualization capabilities! Here are some of them:

You can visualize your Salesforce data directly in Tableau . This means that you can analyze your data separately in each program without needing to switch between the two. You can switch between different views without losing your progress in each program You can access both programs from anywhere on any device as long as you have internet connection since they are both cloud-based. You don’t have to worry about upgrading the software because they are both updated automatically!

The process to integrate Tableau and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.