Connect Salesforce and Tableau integrations
Connect Salesforce and Tableau with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Salesforce and Tableau to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a bulk data job is created.
Triggers when a field has changed in an object.
Triggers when a record is created or updated in an object.
Adds a tag to the specified data source.
Creates a project on the specified site.
Adds a user and assigns the user to the specified site.
Deletes the specified data source from a site.
Deletes an extract refresh task.
Deletes the specified project on a specific site. When a project is deleted, all of its assets are also deleted.
Deletes a tag from the specified data source.
Removes a user from the specified site. If a user still owns content (assets) on Tableau Server, the user cannot be deleted unless the ownership is reassigned first.
Downloads a data source in .tdsx format.
Returns information about the specified data source.
Returns information about the specified extract refresh task.
Returns information about the specified user.
Performs an arbitrary authorized API call.
Updates the owner, project or certification status of the specified data source.
Updates the name, description, or project hierarchy of the specified project.
Modifies information about the specified user.
Returns a list of extract refresh tasks for the site.
Searches for published data sources on the specified site or lists them all.
Searches for projects on the specified site or lists them all.
Searches for users associated with the specified site or lists them all.
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Create custom Salesforce and Tableau workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a tag to the specified data source.
Completes or aborts a job.
Creates a new bulk data job.
Creates a project on the specified site.
Creates a new record in an object.
Adds a user and assigns the user to the specified site.
Deletes the specified data source from a site.
Deletes the specified project on a specific site. When a project is deleted, all of its assets are also deleted.
Deletes a record.
Connect any app with Salesforce and Tableau
Popular Salesforce and Tableau workflows.
Looking to get more out of Salesforce and Tableau? With Make you can visually integrate Salesforce and Tableau into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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Effortlessly manage your leads with this powerful template that connects Facebook Lead Ads and Salesforce. Every time a new lead is generated through your Facebook Lead Ads, Make will automatically create a corresponding record in Salesforce. This seamless integration ensures that you never miss a potential customer and can efficiently track and nurture your leads in your Salesforce CRM. Streamline your lead management process and enhance your sales strategy today.
TRY IT ->Create a responsible record in Salesforce from a custom webhook
Streamline your lead management process by integrating custom webhooks with Salesforce. This template allows you to automatically create a responsible record in Salesforce every time a custom webhook is triggered. Enhance your data collection and ensure that every lead is promptly recorded, improving your team's efficiency and response time. Perfect for businesses looking to automate their workflows and maintain accurate records in Salesforce.
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