On the top right of your screen, you will see a live or extract option, as shown in Figure 3.14. If you are connecting using the Salesforce connector, that option will be greyed out, as it is not possible to connect to
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Already on this screen, it is possible to fix some issues that may be present in the data. To rename a field: Figure 3.11: Renaming a field by clicking the caret icon in Tableau Figure 3.12: Entering a new name directly in
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The steps below will guide you toward connecting to Salesforce data via the Salesforce connector: Figure 3.1: Connector pane in Tableau showing Salesforce as a connection option Figure 3.2: Full list of data connection options in Tableau, with Salesforce listed alphabetically Figure
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This chapter will focus on different methods for connecting to data in Tableau as well as data cleaning and transformation capabilities. The chapter explains how to connect to data in Salesforce via the Salesforce Connector, including the authentication and configuration steps required
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8. Click Sheet 1 to go to the worksheet, as shown in the following figure: Figure 2.28: Go to worksheet 9. Click Accounts, as per the following figure: Figure 2.29: Look at accounts 10. Drag the fields Billing Country and Account Name
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Tableau Desktop is an application you need to download and install from the web. You can get a 14-day trial for free, but you must first sign up for a Tableau Online Account and create a test site. If you need more
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This chapter will provide a step-by-step guide on setting up a Salesforce org with Customer Relationship Management (CRM) analytics integrating it with Tableau, and highlighting the key features and configuration options for enabling CRM analytics. Next, we are going to cover the
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Finally, CRM analytics can help businesses gain a deeper understanding of their customers. By analyzing customer data, businesses can identify patterns and trends that can be used to develop insights into customer behavior, preferences, and needs. This means that businesses can better
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Analytics is the process of using data to make informed decisions, uncover hidden patterns and trends, and gain insights into a particular area of interest. This process involves the collection, processing, analysis, and interpretation of data, using statistical and computational methods to
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In 2022, Salesforce reported second-quarter earnings of $7.72 billion, surpassing SAP to become the world’s largest enterprise software vendor. Through all of these changes and challenges, Salesforce has remained committed to its mission of delivering a platform that helps companies connect with
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