Tag Archives: SFDC

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

One key benefit of Business Intelligence solutions, is to┬álet users gain what I call data altitude. Namely, they can see a large volumes of transactions in ways that are, hopefully, business relevant. Taking specifically the example of salesforce.com’s CRM solution, … Continue reading

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