1 Reply Latest reply on May 24, 2018 2:40 PM by Yvette Leroux

    Events and Tasks salesforce

    Ali Powell

      Hi All,

       

      I'm trying to make a report based on activities from Leads and Opportunities in salesforce.  Right now we have a report that displays Leads and Opportunities that have no Open Activities.  However, Tableau isn't recognizing "events" as tasks but it's own separate object.  Is there any way that we can connect these two to make them talk to one another or am I stuck?  I'm not sure how I can make Tableau recognize "events" as "tasks" so we can include them in our report.  When I try to blend events with Leads or Opportunities in its own separate report that is not working either.  I have done several joins and blends with salesforce data sources but Activity stuff is by far one of the hardest things to work with.  Any ideas would be much appreciated!

       

      Thanks,

      Ali