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How to integrate Tableau with Salesforce
How to integrate Tableau with Salesforce
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2 Replies
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Tableau's data visualization capabilities provide rich insights, predictions, trends, and recommendations to sales and service teams within Salesforce CRM. The ability to deliver all this from a single, seamless interface makes Tableau a powerful tool enabling data-driven decision-making. Know the benefits of integrating Tableau with Salesforce through this detailed infographic.
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Here's a quick step-by-step guide for you:
- First, you'd need to connect Tableau to Salesforce. Open Tableau Desktop and select 'More' under 'Connect -> To a Server', then select 'Salesforce'.
- Now you'll need to sign in. Enter your Salesforce credentials and click 'Sign In'.
- Once you've signed in, you'll be able to see your Salesforce data tables. Choose the tables you want to use and select 'Load' or 'Edit Connection'.
- After loading the data, you can start creating your visualizations.
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