Tableau Desktop and Salesforce integration + automation

Tableau Desktop and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Tableau Desktop and Salesforce connectors, which can connect to any service without the need for separate integration tools.

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Tableau Desktop + Salesforce

Integrate Salesforce + Tableau without limits

Take control of your data and unsilo your tech stack with limitless Salesforce + Tableau integrations on the low-code Tray Platform. Anyone can use our platform to stand up custom integrations between Salesforce, Tableau, and any other data source. And thanks to our 100% visual, drag-and-drop interface, you can build powerful integrations in minutes, without the need for extensive IT resources.

Collect and flow data between Salesforce, Tableau, or anywhere else. We can connect to any data source, including flat files such as CSVs and all of your preferred cloud-based software— even working with data within custom fields. With the Tray Platform, you can rapidly deploy API integrations throughout your tech stack, regardless of your technical experience.

Not only can you integrate any data source, sync data bi-directionally across different systems, and unsilo all your cloud-based applications, but you can also design multi-step automated processes that greatly enhance your team’s capabilities. Integrate + automate freely across your tech stack to save time and empower your team to refocus on more-strategic tasks.

Do more with Salesforce + Tableau automation

Combine our Salesforce + Tableau connectors with data helpers, logic-based operators, and additional pre-built connectors from our library to create highly custom automated processes that empower your organization to do more, faster. You can connect Salesforce, Tableau, and any other go-to app in your tech stack, including data warehouses, marketing automation platforms, customer data platforms, and many more.

Whether you work in data analytics, revenue operations, sales, marketing, or another function, anyone across the organization can pipe data between any data sources to power actionable insights. Harness Salesforce + Tableau automation to increase your team’s productivity when working with analytics while unlocking data that drives efficiency.

You can rapidly stand up automated workflows that pipe data from multiple data sources into a centralized hub for processing and analytics. You can make your data more actionable and visible by automatically sharing reports and graphs across your organization with powerful, scalable automation.

Build any Salesforce + Tableau use case

Business users love how the Tray Platform is easy enough for them to meet any Salesforce + Tableau integration challenge. Meanwhile, power users love how they can quickly build workflows that handle heavy-duty data jobs processing billions of records across daily. We built our platform on elastic, serverless architecture, so you won’t have to waste extra cycles to maintain your workflows as your data needs evolve.

Do you need to complete scheduled and fully-customizable extract, transform, and load (ETL) jobs from Salesforce into your data warehouse to power data visualization in Tableau? Do you need to automatically prepare and send sales reports for your company’s board meetings? Do you need to collect data from any number of sources, including marketing automation platforms such as Salesforce Marketing Cloud, support platforms such as Zendesk, ticketing tools such as Jira, cloud monitoring services such as Datadog, and more? Now, you can run sophisticated processes faster and at scale with Salesforce + Tableau automation.

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