Tag Archives: SFDC

How to Import SFDC Recursive Hierarchies to Tableau

If you have dealt with hierarchies from Salesforce (SFDC), or from most normalized transactional systems, you have faced some challenges to use those hierarchies in Tableau. Those systems treat hierarchies as a recursive model, storing Parent to Child relationships in … Continue reading

Posted in Alteryx, Automation, Marketing, Sales, SFDC, SQL, Tableau, Uncategorized | Tagged , | Leave a comment

Extracting Salesforce.com (SFDC) data to Tableau

For convenience, I will systematically refer to Salesforce.com as SFDC. As the largest CRM vendor according to Gartner, SFDC is pretty ubiquitous, and the odds are that most Tableau users dealing with sales figures have already run into this data … Continue reading

Posted in Alteryx, SFDC, Tableau | Tagged , , | 1 Comment

Extreme Close Up: let Tableau Users drill down from Aggregates to Transactions to expose Audit Trail

When it comes to businesses, there are many ways that they can be successful. For example, some businesses like to use things like a microsoft dynamics implementation to help them when it comes to CRM (and also ERP). But this … Continue reading

Posted in SFDC, Tableau, User Experience | Tagged , , , , | 2 Comments