Connect Salesforce to Tableau with Windsor.ai
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Finally, all your marketing data from Salesforce available in Tableau
About Salesforce
Salesforce is a customer relationship management software. It allows companies to store all information about their customers in a central place. It contains information about leads, opportunities, transactions and support tickets. It allows customization, which allows companies to tailor their Salesforce instance for their specific needs.
First step:
You need to select Saleforce as a Data Source and Grant Access to Windsor.ai.
Second Step:
Go to “Select Destination” and choose Tableau
Third Step:
Select the fields on the right, and in Tableau click on To Server and then choose web data connector and copy this URL from this box.
Add the URL in the field as per the image below
You should also read:
Microsoft Power BI Salesforce Report Dashboard Template
Data Studio Salesforce Overview Report
Windsor.ai: Connecting all marketing data
See the value and return on every marketing touchpoint
Providing 50+ marketing data streams, we make sure that all the data we integrate is fresh and accessible by marketeers, whenever they want.
Spend less time on manual data loading and spreadsheets. Focus on delighting your customers.