Tag Archives: SFDC

How to Import SFDC Recursive Hierarchies to Tableau

Posted on 2020-05-07 by Frederic

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 , | 6 Comments

Extracting Salesforce.com (SFDC) data to Tableau

Posted on 2015-07-07 by Frederic

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

Posted on 2015-06-11 by Frederic

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). ERP and … Continue reading →

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