Tableau
Tableau is a visual analytics platform transforming the way we use data to solve problems—empowering people and organizations to make the most of their data.
Integrate the Tableau API with the Salesforce (REST API) API
Setup the Tableau API trigger to run a workflow which integrates with the Salesforce (REST API) API. Pipedream's integration platform allows you to integrate Tableau and Salesforce (REST API) remarkably fast. Free for developers.
Popular Ways to Connect Tableau with Salesforce (REST API)#
Popular Tableau and Salesforce (REST API) Triggers#
Emit new event when a label is created in Tableau. See the documentation
Emit new event each time a new workbook is created in Tableau. See the documentation
Emit new event immediately after a record of arbitrary object type (selected as an input parameter by the user) is deleted
Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. See the docs for more information.
Emit new event when a new outbound message is received in Salesforce. See Salesforce's guide on setting up Outbound Messaging. Set the Outbound Message's Endpoint URL to the endpoint of the created source. The "Send Session ID" option must be enabled for validating outbound messages from Salesforce.
Popular Tableau and Salesforce (REST API) 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 Event SObject and Create Record
Adds an existing lead to an existing campaign. See Event SObject and Create Record
Converts a SOAP XML Object received from Salesforce to JSON
Returns a list of projects on the specified site. See the documentation
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 (REST API)#
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 (REST API)#
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}`,
},
})
},
})