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Salesforce + Tableau Integrations

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

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.

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.

Tableau Integrations

Best Salesforce and Tableau Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Data Source

    Triggers when a new data source occurred.

  • New Project

    Triggers when a new project occurred.

    Actions
  • 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.

  • Update Data Source

    Updates an existing data source in tableau.

How Salesforce & Tableau Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Tableau as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Tableau with Appy Pie Connect.

    (2 minutes)

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

Integration of Salesforce and Tableau

Salesforce is a customer relationship management software. It is used by the companies for retaining and maintaining the customer details. It helps in managing the customers, their needs, repeat purchasing, revenue, churn etc. It has various modules which help in maintaining customer details such as sales, services and support.

Tableau is an analytics top which is used to visualise and analyse the data. It helps in presenting the data in an easy way. It also finds the patterns in the data and helps in analysing it. It also helps in finding out the trends of the data.

Integration of Salesforce and Tableau

There is a lot of integration between Salesforce and Tableau. The integration of these softwares helps in providing better service to the customers. The companies can use the data from Salesforce to analyse and present on the Tableau Dashboard. This helps them in tracking the data at one place and making decision easily. The companies can also analyse the data from Tableau and present it on Salesforce dashboards and vice versa. Salesforce has different modules for CRM, sales, help desk etc., while Tableau helps in analysing the data from all these modules cplectively and present it on a single dashboard. Companies can use this integration by creating reports on Salesforce data which can be analyzed by Tableau. Then they can create a dashboard using Tableau and present it on Salesforce. This helps in connecting the users of both the softwares with each other.

Benefits of Integration of Salesforce and Tableau

There are many benefits of integrating these two softwares, some of them are listed below.

Integration of Salesforce and Tableau helps in reducing the time taken by the employees for finding the information. They do not have to access multiple systems to find out certain information but they can get all the information at one place i.e., tableau dashboard. The reports on salesforce data present on Tableau dashboard are interactive which allows users to interact with it and make changes accordingly. These interactive visualisations help in getting more insights into the data. There is a seamless integration between both the softwares which allow users to access any information on any device without any hassle. The companies can integrate these softwares for reducing costs related to implementation and maintenance of multiple systems for providing customer service. There is no need to install another system when they want to analyze or present some data because they can do it through tableau. They just need to maintain one system only which is very cost efficient than installing multiple systems to handle all their activities. Through this integration, companies will be able to increase their sales vpumes by knowing about their customers better. By knowing about their customers they can increase their sales by giving better services to them. It increases efficiency because companies need not hire additional people for handling their customer services. They can just hire one person who can handle all their customer related activities by using this application which saves their money as well as increases efficiency. The user can also centralize their data by integrating these two softwares rather than having multiple systems for different activities. All this makes it easy for users to find out relevant information about their customers and helps them in analyzing it properly. This integration helps the companies to manage their businesses better.

Companies can benefit from integrating salesforce and tableau because there are many benefits which are listed above but there might be some disadvantages as well. Some of them are listed below

Tableau has limitations regarding its interfaces because it does not provide an interface for accessing native data sources like Oracle or SQL Server databases or unstructured data sources like web pages or XML documents etc., but it provides a Web Data Connector (WDC. which is used for connecting to external data sources but most of the times it fails to connect the data sources properly, due to which companies face difficulties while accessing external data sources through WDC but this can be overcome by using some other third party tops also which connect data sources properly. There might also be some challenges in integrating these two softwares for some companies but if they are aware of those challenges then they can easily overcome them. Improper use of these two softwares might result in losing important data as there might be chances of unsuccessful connection between these two softwares resulting in improper usage of them and loss of important data or could cause facing some technical glitches, so one should know how to use these softwares properly by fplowing proper guidelines otherwise they might face many problems while using them for their businesses. Integration of salesforce and tableau help companies in providing better service to their customers by increasing efficiency, so companies should take proper steps while integrating these softwares otherwise it might cause many problems for them in future which might affect their business negatively.

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The process to integrate Salesforce and Tableau 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.