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with Tableau and Salesforce?
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Popular Ways to Connect Tableau with Salesforce#
Popular Tableau and Salesforce Triggers#
Emit new event when a label is created in Tableau. See the documentation
Emit new event when a case is updated. See the documentation
Emit new event each time a new workbook is created in Tableau. See the documentation
Emit new event when an email template is updated. See the documentation
Emit new event when a knowledge article is updated. See the documentation
Popular Tableau and Salesforce Actions#
Creates a project on the specified site. You can also create project hierarchies by creating a project under the specified parent project on the site. See the documentation
Adds an existing contact to an existing campaign. See the documentation
Downloads images of the sheets of a workbook as a PDF file. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Tableau#
The Tableau API allows you to tap into the robust data visualization and business intelligence capabilities of Tableau. Within Pipedream, you can leverage this API to automate reporting, manage users, update data sources, and extract insights. This enables you to integrate Tableau's analytics with other services, streamlining your data workflows and ensuring your dashboards remain up-to-date with minimal manual effort.
Connect Tableau#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
tableau: {
type: "app",
app: "tableau",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.tableau.$auth.domain}/api/3.21/sessions/current`,
headers: {
"X-Tableau-Auth": `${this.tableau.$auth.oauth_access_token}`,
"Accept": `application/json`,
},
})
},
})
Overview of Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies