UPDATE 2021: The recommended approach for embedding Tableau visualizations in Salesforce Lighting Experience is to use the Tableau Viz Lightning Web Component. This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. In the previous post, we […]
UPDATE: Einstein Analytics was renamed to Tableau CRM in 2020 This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. In the previous post, we used native Salesforce report charts to embed a visualization on an Account […]
Tableau is one of the most popular data analysis and visualization tools on the market. Tableau Foundation provides generous donations to nonprofits. Tableau Online is a cloud solution for hosting and sharing Tableau visualizations. This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to Tableau Online. […]
This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. This is a look at how to use native Salesforce reports to display a visualization on record pages in Lightning Experience. Prerequisites Salesforce org populated with data […]
One exciting trend over the past several years has been an increase in integrating visualizations and content from analytic tools into web applications to deliver insights to users in the application where they need to take action on those insights. We are going to work with several leading analytics solutions […]
At Dreamforce ’17, Fair Trade USA shared tips and tricks for managing conversations and engagement on social media using Salesforce’s Social Studio product. Key capabilities of Social Studio include: Create, schedule and publish content across social media accounts Moderate and join conversations across channels Analyze data with reports https://www.youtube.com/watch?v=wxrEdtFGFjA Check […]
Congratulations to Upwardly Global for being selected as one of three nonprofits featured in the Dreamforce ’17 quest challenge. Event participants completed tasks and challenges to learn more about the Salesforce platform and helped “unlock” $1 million in donations. Upwardly Global started its journey with Salesforce in 2010 and it […]
I had the opportunity to present at Dreamforce ’16 and share some of the great products that we’ve been building at Fair Trade USA. https://www.youtube.com/watch?v=SgXGhfC1LIE This presentation looks at different architectures for building external-facing web applications with Salesforce’s Community Cloud product and discusses some of the key considerations when creating […]
I use the Force.com migration tool and git in my daily workflow for Salesforce development and recently tried setting up my local environment on the Linux subsystem that comes with Windows 10. Prerequisites Windows 10 with the Linux subsystem (WSL) installed Git is already installed in the WSL environment Step […]