Connect Salesforce CRM + Tableau with no-code integration in a few clicks

Integrate Salesforce CRM to Tableau easy, secure and without limits using visual builder and powerful API connectors

Looking for Salesforce CRM and Tableau integration service?

Using Onlizer you can connect Salesforce CRM with Tableau, setup notifications about events or enable communication in chats, automate data sync, data analytics and BI tools. Learn how to design, build, and automate anything for your work by integrating services like ClickUp and Google Forms to create visual automated apps and workflows

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How to connect Salesforce CRM + Tableau

Onlizer provides you with all required tools to setup connection and send info between Salesforce CRM and Tableau automatically. You can build and customize integrations fast using visual builder - no code required.

1

Connect

Securely connect Salesforce CRM and Tableau accounts

2

Integrate

Customize your Salesforce CRM to Tableau integration

3

Launch

Run automation Salesforce CRM + Tableau online in 1 click

4

Enjoy

Cost and time savings with endless no-code abilities

Onlizer BI

Connect Salesforce CRM as data source and import data and insights with integration to Tableau and other BI services

Onlizer BI integrates data from your Salesforce CRM to Tableau and other BI tools to analyze contacts, deals, tasks and other data on the fly, build dashboards and get insights quickly.

Connect Salesforce CRM to Tableau
Learn more about Onlizer BI
Onlizer BI integration setup

Onlizer Studio

Create customized individual integration of Salesforce CRM to Tableau with flexible, easy to use, no-code and low-code tools

Onlizer Studio integrates Salesforce CRM and Tableau with powerful visual API connectors and allows to build hi-customized individual automated solutions. With fast setup, secure services connection and cost-optimized runtime Onlizer Studio automations make your business more efficient and provide new level of business processes quality.

Integrate Salesforce CRM + Tableau
Learn more about Onlizer Studio
Onlizer Studio integration setup
Salesforce CRM

Salesforce is one of the best Customer Relationship Management (CRM) tools. With Salesforce, you can continually and optimally satisfy all your customers' needs without stress. Salesforce helps create unity between your marketing and sales, commerce, service, and IT teams anywhere in the world. So, in essence, Salesforce is a digital market.

Read more about Salesforce CRM integrations
Tableau

Now it's easy for a business of any size to share insights in the cloud. Tableau Online makes business intelligence faster and easier than ever before. Publish dashboards with Tableau Desktop and share them with colleagues, partners or customers.

Read more about Tableau integrations

Salesforce CRM + Tableau integration ideas

Support or submit Salesforce CRM and Tableau integration idea and we'll invite you to use it early for free! Our development team will reach you personally with estimation for this request. Also you can vote for most relevant suggestions below.

Request Salesforce CRM + Tableau integration Check all Salesforce CRM + Tableau suggestions

Explore Salesforce CRM and Tableau integration features

You can easy create integration for Salesforce CRM and Tableau using no-code builder and customize it to fit your needs with great amount of events and actions availalbe in API connectors

Account updated in Salesforce CRM

Trigger activates when existing account was updated in Salesforce

Try trigger Trigger
Object created in Salesforce CRM

Trigger activates when new object of selected type was created in Salesforce

Try trigger Trigger
Object updated in Salesforce CRM

Trigger activates when existing object of selected type was updated in Salesforce

Try trigger Trigger
Create record in Salesforce CRM

Creates new record of selected type in Salesforce

Try action Action
Get accounts in Salesforce CRM

Returns accounts list. Optionally can be filtered by field filter. Maximum 200 records per request

Try action Action
Get contacts in Salesforce CRM

Returns contacts list. Maximum 200 records per request

Try action Action
Create task for account in Salesforce CRM

Creates new task related to selected account

Try action Action
Create task for contact in Salesforce CRM

Creates new task related to selected contact

Try action Action

FAQ

Connect Salesforce CRM and Tableau in a few clicks and automate data exchange using no-code visual tools. Rich API connectors and optimized tools provide you with ability to fast setup integration for Salesforce CRM and Tableau to empower your workflow.
Integration usually is a very straight forward process that can be done in a few steps. First you need to connect Salesforce CRM and Tableau accounts. Then customize integration parameters using visual setup tools. Final step is to launch automation for Salesforce CRM to Tableau online with single click.
Onlizer no-code solutions make it feasible for users without programming expertise to connect Salesforce CRM and Tableau seamlessly, enabling synchronization between the two platforms with minimal effort.
Purpose of building integration is to automate actions in services like Tableau when event occured in Salesforce CRM or when data changed in Tableau to perform action in Salesforce CRM. Automated data exchange and custom actions allow reduce manual work and improve performance. Also, in most cases data exchange and sync can be implemented using event-driven or scheduled approach.
Yes, you can. Onlizer supports connection of multiple services like Salesforce CRM and Tableau to the same account. We do not limit count of connections but even encourage you to connect more services to make our solutions most useful at scale.
Using powerful API connectors modules and visual tools you can connect Salesforce CRM and Tableau with 300+ services like: