Sharing with my followers to help raise back up for visibility.
Thanks Patrick, I'm definitely still looking for some great feedback on how we can make Salesforce much more useful!
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Martin - we are in the exploratory phase of looking at embedding tableau visualizations into Salesforce. And for this we are looking at the Salesforce canvas adapter.
I would really like to see the speed increased for extracts from Salesforce into tableau.
Currently the extracts meet our business process needs, but the extracts can be painfully slow depending on which tables we are accessing in salesforce.
Thanks Patrick for the mention, it brought this thread to my attention again.
Scott, you are on the right track using the Canvas Adapter. That's a great way to embed Tableau vizzes into Salesforce. If it doesn't work for you or if you have a mobile scenario then you can also look at Sparkler (aka our Salesforce Canvas Adapter for Tableau) here.
We know that the length of time needed for Salesforce extracts can be excruciatingly long. We're working on possible solutions for this in future versions of Tableau and if you have particular concerns or issues I'd love to hear about them here. Or via a direct message.
Martin - have you heard whether people are having more success with Canvas vs. Sparkler?
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Old thread but my 2c, using it for a Support organization.
- Are you planning on adopting Salesforce Lightning in the next year? In the near future? Never?
We are starting to look at it but expect it to be about a year out given the Service Cloud Lightning GA release is (IIRC) currently targeted for Spring 17.
We do plan to move. Just a matter of when.
- Do you currently use Salesforce’s mobile applications like Salesforce1?
Far more on the management side than the agent side.
- Do you ever embed Tableau visualizations in Salesforce? (e.g. do you use Salesforce Canvas Adapter for Tableau (aka Sparkler))
Nope. See the value but can't do at this time because of the licensing model. Considering other solutions to surface info in salesforce.
- Would you find it more valuable to
- A) have Tableau Visualizations available in your mobile salesforce applications OR
- B) Have the ability to reduce the time needed to extract Salesforce data into Tableau
B. This is painful. I imagine anyone using Salesforce suffers from (b) but only a smallish subset suffers from lack of (a), though (a) would be a big deal for that subset.
I suspect the main issue is that there seems to be no way to pre-filter the data - it has to pull all rows from all tables into the extract, and only after that can you throw away the data you don't need. So, if you're only looking at last year's data, you pull all data into the extract and then apply a data source filter to discard everything over a year old.
There's an idea filed about this (and I did vote it up!): https://community.tableau.com/ideas/5948
- Do you have a reason to use a LIVE request or are extracts meeting your needs? Please describe.
LIVE would be fantastic for a small subset of important uses. Like, anomaly detection against currently open support cases.
Extracts are fine for just about everything else - the vast majority of situations where I think live would just be less performant for minimal value.
To address this and the previous question today, we combine two methods:
1) Extracts for most reporting. Reports "over time" - trending, KPIs, etc. Refreshing either daily or weekly. Perhaps hourly here or there.
2) Scripts that pull small sets of frequently updated data for near-live reporting. Python scripts that query small sets of data from SFDC via SOQL, and then use the Extract API to create data sources and upload them to Tableau Online at, say, a 10 minute interval (via cron). For example, pulling all currently open cases, where stale data = bad data.
Thanks Steve for your very useful input! I'll take this into consideration for our next round of planning.
If you are around at Tableau Conference in Austin next week I'd be happy to chat more about your feedback.
Thanks for asking !
My answers are NO to all except "Have the ability to reduce the time needed to extract Salesforce data into Tableau" : Definitely a big YES.
We would like to filter before extracting. Exactly as we in SF. Why extract all data when just looking at a certain creation date, or area, etc.
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Thanks for the answer Beatrice! We are definitely looking at how we can help achieve this in future Tableau products. We'll keep you updated.
Great ! Thanks !
Is there a « Tableau using Salesforce connector » user group ? I’d like to chat with users and sharing best practices.
Thanks and have a great week end,
De : Martin Sleeman
Envoyé : vendredi 27 janvier 2017 18:25
À : Béatrice LORIOT <email@example.com>
Objet : Re: - Salesforce and Tableau
<https://community.tableau.com/?et=watches.email.thread> Tableau Community
Salesforce and Tableau
reply from Martin Sleeman <https://community.tableau.com/people/martin.sleeman.0?et=watches.email.thread> in Forums - View the full discussion <https://community.tableau.com/message/573565?et=watches.email.thread#573565>
All dimensions and measures names are showing in French (my language) but data is in English.
For lead object, field is correctly showing as "Statut du lead" but each status is showing in English.
Statut du leads
Will I have to change aliases and rename every status in French... ?
Hello Martin Sleeman,
Not being able to filter the Data Source makes the Salesforce Connector unusable for specific use cases. We have to drag the data down from Salesforce into our organization's data warehouse (SQL Server) and then connect to our warehouse from Tableau instead of using the SF connector. How old school is that?!
Lead, Solutions Analysis
- We have already adopted Lightning (it's awesome)
- I use Salesforce1 app for myself, but we don't use it across the company for any real reason
- We do not embed any Tableau into Salesforce, though sounds awesome
- I think having am embedded Tableau visualization would be wonderful to have, but priority will always be the extract time
- for our company specifically, we have decided an Extract will cover 95% of our needs, as we don't currently house hundreds of thousands of rows of data (yet). However, we will eventually want to get a live connection going if we're able to fully adopt Tableau as our BI solution. It is only being used internally by one of our teams now, so we will suffice with Extracts.
Now the main ask - when can we expect a Salesforce connector for Tableau Prep? This would be where Tableau would be even more useful than Desktop. Thanks!