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.

Popular Tableau Desktop and Salesforce integrations

Uses

All

Category

Business Intelligence (BI)

Connector type

Universal Connector

Triggers

None

Operations

None

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

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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.

Popular Business Intelligence (BI) and Customer Relationship Management (CRM) Connectors

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Flexible

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