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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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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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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Customer Relationship Management (CRM) analytics is a crucial tool for businesses looking to enhance their sales and customer service capabilities. It involves collecting and analyzing data on customer interactions, preferences, behaviors, and demographics to develop insights that can be used to improve
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Salesforce is the world’s top enterprise software company. Founded in 1999 by a group of former Oracle executives, Salesforce has been on a journey of growth and innovation. Due to its innovative Software-as-a-Service (SaaS) approach, all but unknown at the time, Salesforce
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Here is how to make the most of your connections: And that is all from Philip! Summary I sincerely hope these recruitment experts’ knowledge will assist you in future recruitment opportunities, and that the advice from the first two experts will help
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You need to prepare your CV and effectively showcase your skills and experience – here are a few pointers on how to do it:
One challenge would be job interviews and conversations with recruiters. As you probably know, LinkedIn is considered the best business portal (not just in my opinion). If you are new to it, here are some of my tips: Now, a few words
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From my perspective, the most crucial element in developing one’s career is finding genuinely cool aspects. Someone might say it is cliché, but this is true: “Just answer the important question – what do I enjoy doing in life? Then start doing
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