Tip:If you are already logged in to Salesforce in the same browser window asApp Connect Enterprise as a Service, App Connect offers that Salesforce account as the default choice to connect to. To connect to a d
Instantly connect Salesforce with the apps you use everyday. Salesforce integrates with 8,000 other apps on Zapier - it's the easiest way to automate your work.
Applies to: Tableau Cloud, Tableau Desktop, Tableau Server Note: Using custom SQL can affect performance of a workbook. Working with your DBA will ensure the best possible custom SQL query. In order to perform the operations necessary for building views in Tableau Desktop, Tableau must be able...
On-premises SQL Server Oracle PostgreSQL Power BI tenant Qlik Sense Salesforce SAP Snowflake Tableau Teradata Amazon RDS Amazon Redshift Amazon S3 Scan data sources Classification Data Map history (preview) Integration runtimes Sensitivity labels (preview) Lineage Special connections page Kafka notification...
Tableau Server (version 2023.3 and later) Step 1: Create a Salesforce connected app The Salesforce Data Cloud connector requires you to create a connected app in Salesforce. Both the Salesforce Data Cloud connector and the Salesforce connector can use the same connected app. Therefore, if you...
Install Mailchimp for Salesforce First, you'll need to install the app in your Salesforce account. To ensure a successful connection, we recommend you complete installation all at once. If you need to complete installation in separate steps, click the App Launcher drop-down menu and choose ...
To export data from Salesforce to Excel, you may either use Visual Query Builder to configure a query visually, or switch to the SQL Query tab and type the SQL Query. To configure query visually, do the following: In the Object list select the SQL Server table to load its data to ...
{"id":"CaseCreatePage","type":"SALESFORCE_CASE_CREATION","urlPath":"/caseportal/create","__typename":"PageDescriptor"},"__typename":"PageResource"},{"lastUpdatedTime":1747912515196,"localOverride":null,"page":{"id":"TkbEditPage","type":"TKB","urlPath":"/kb/:boardId/:messageS...
Salesforce Salesforce is the #1 AI CRM, bringing companies and customers together in the digital age. We're immersed in the world of customer relationship management, helping businesses unlock the full potential of their data and connect with their customers in more meaningful ways. Whether it...
"Unable to connect to the remote server" message If you get an "Unable to connect to the remote server" message when trying to connect to your Salesforce account, see this solution on the following forum: Salesforce Connector sign in Error Message: Unable to connect to the remote server Re...