This page includes resources related to a presentation I gave at Cactusforce 2025. Session Title Architect’s Guide to Designing Composable Solutions Session Description This session will offer attendees insights into the practical application of composable solutions on the Salesforce platform. Attendees will learn from the real-world example of how Western […]
A few years ago, I created a series of posts that explored the capabilities and limitations of various data visualization tools when embedded in Salesforce. Since then there have been some exciting updates to Tableau Online as well as to the native integration capabilities between Salesforce and Tableau. This post […]
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. This is an example of […]
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 Qlik Sense to embed a dashboard on an Account record. Qlik Sense is a great product, but if your organization is […]
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. This is an example of […]
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 […]
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 […]