6 Replies Latest reply on Aug 26, 2015 6:51 AM by Tim Callahan

    Salesforce Opportunity History Report in Tableau

    Dennis LeClair

      Hello and thanks for reading.

       

      My customer is looking to have a report in their Tableau Dashboard tracking how long an opportunity stays in various stages of the opportunity pipeline within Salesforce.

       

      I have created many Tableau reports using the direct Salesforce connector (to both the Leads and to the many Opportunity tables), but I do not see any available fields such as "From Stage" or "To Stage" as documented in Salesforce's documentation of their Opportunity History Report.

       

      Before embarking on a 'completely from scratch solution' does anyone have any experience in building a Salesforce Opportunity History tracking report in Tableau?

       

      Thank you.

       

      Dennis