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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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.

Tableau Desktop and Salesforce Connector Details

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Tableau Desktop

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CategoryBusiness Intelligence (BI)
Connector TypeUniversal Connector

Minor Configuration Required

To get data in and out of Tableau Desktop and Salesforce, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder

While it takes a little more time up front - we suggest using Connector Builder to make it faster to build Tableau Desktop and Salesforce integrations down the road.

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Batch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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