The CData Tableau Connector for Salesforce enables you to access, visualize, and analyze live Salesforce data directly within Tableau without complex setup or manual exports. Using the connector’s dynamic capabilities, you can bring in not just standard Salesforce objects, but also computed Formula Fields, empowering deeper insights and more accurate reporting.
In this article, you’ll learn how to:
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Connect Tableau to Salesforce using the CData Connector
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Retrieve and display Salesforce Formula Fields alongside standard data
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Build visualizations that reflect live, calculated Salesforce metrics
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Refresh data in real time without reloading or reconfiguring your dashboards
To learn more, read:
