Connect Salesforce to Tableau for Unbiased Marketing Insights

Improvado: your copilot for all marketing data ops.

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What is Salesforce?

Salesforce is a leading customer relationship management (CRM) platform, widely used by large enterprises to manage their sales, marketing, and customer service activities. By leveraging the extensive features and functionalities of Salesforce, companies can effectively streamline their sales processes, automate marketing campaigns, and improve customer support. With its robust analytics capabilities, Salesforce empowers businesses to make data-driven decisions and achieve greater operational efficiency.

What is Tableau?

Tableau is a powerful data visualization and business intelligence (BI) tool that helps organizations unlock the full potential of their data. With its intuitive interface and drag-and-drop functionality, Tableau enables users to create interactive and shareable dashboards, providing insights into key business metrics. Large enterprises benefit from Tableau's ability to handle massive data volumes and integrate with various data sources, facilitating informed decision-making and driving business growth.

Connecting Salesforce to Tableau

Connecting Salesforce to Tableau can be achieved through multiple methods, including:

  • Using Tableau's native Salesforce connector: Tableau offers a built-in connector for Salesforce, allowing users to easily import data from Salesforce into Tableau and create visualizations.
  • Exporting Salesforce data as CSV files: Data can be manually exported from Salesforce into CSV files, which can then be imported into Tableau for data visualization.
  • Utilizing third-party data connectors: Several third-party tools and connectors are available for connecting Salesforce to Tableau, offering additional features and customization options.
  • Using Improvado as a comprehensive solution: Instead of relying on the above methods, you can choose Improvado for seamless data extraction, transformation, and visualization. Improvado provides an efficient and scalable solution for connecting Salesforce to Tableau.

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We now rely fully on Improvado for multiple dashboards that we use for day-to-day marketing operations and strategy, as well as for presentations to executive leadership.

Waleed Noury, Senior Media Analyst at Activision
Waleed Noury
Senior Media Analyst
Free onboarding
Free marketing stack analysis

Connecting Salesforce to Tableau with Improvado

Improvado is the best solution for connecting Salesforce to Tableau, offering numerous advantages over alternative methods. With Improvado, you can easily extract and load data from Salesforce to Tableau, without any manual intervention. The platform supports a wide range of metrics and dimensions, allowing you to create comprehensive Salesforce Tableau dashboards and derive valuable insights.

In addition to its user-friendly interface, Improvado provides powerful data transformation capabilities, enabling you to normalize and aggregate data from multiple sources. This ensures that your Salesforce data is accurately represented in Tableau, helping you make informed decisions.

The Improvado platform is highly scalable and can handle large volumes of data, making it ideal for large enterprises with complex data needs. With its customizable data connectors, Improvado allows you to seamlessly integrate Salesforce with Tableau and other BI tools, centralizing your marketing and sales data for easy analysis.

Furthermore, Improvado offers top-notch customer support, ensuring that you receive the assistance you need to make the most of your Salesforce and Tableau integration.

Summary of connection Salesforce to Tableau

In summary, connecting Salesforce to Tableau using Improvado offers a wide range of benefits, including scalability, customization, high-quality customer support, and the ability to process large data volumes. By centralizing your marketing and sales data, Improvado allows you to create powerful visualizations and unlock valuable insights from your Salesforce data in Tableau. To discover how Improvado can help you make the most of your Salesforce and Tableau integration, book a call with an expert today.

Reliable insights with Improvado

Trusted by the leading data-driven companies, Improvado is an advanced marketing analytics providing businesses with fully automated no-code data pipelines: from data to insights.

  • Reliable data pipeline — automatically get analysis-ready data from hundreds of marketing platforms.
  • Any BI platform — clean and consistent dashboards in Looker Studio, Tableau, and PowerBI.
  • Compliance – HIPAA, GDPR, CCPA, and SOC2 certified, Improvado covers your data pipeline with Enterprise-grade SLA.
  • Best in class Customer Success – dedicated CSMs and Professional Services to build custom data connectors and modify dashboards.
Improvado helps ASUS streamline global marketing reporting.
Illy employs Improvado to unify marketing data from 140 regional branches.
Activision relies fully on Improvado for its marketing dashboard.

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