Tableau Desktop and Salesforce integration + automation

Combine our Salesforce + Tableau connectors with data helpers, logic-based operators, and additional pre-built connectors from our library to create highly custom automated processes that empower your organization to do more, faster. You can connect Salesforce, Tableau, and any other go-to app in your tech stack, including data warehouses, marketing automation platforms, customer data platforms, and many more. 

Whether you work in data analytics, revenue operations, sales, marketing, or another function, anyone across the organization can pipe data between any data sources to power actionable insights. Harness Salesforce + Tableau automation to increase your team’s productivity when working with analytics while unlocking data that drives efficiency. 

You can rapidly stand up automated workflows that pipe data from multiple data sources into a centralized hub for processing and analytics. You can make your data more actionable and visible by automatically sharing reports and graphs across your organization with powerful, scalable automation.

Business users love how the Tray Platform is easy enough for them to meet any Salesforce + Tableau integration challenge. Meanwhile, power users love how they can quickly build workflows that handle heavy-duty data jobs processing billions of records across daily. We built our platform on elastic, serverless architecture, so you won’t have to waste extra cycles to maintain your workflows as your data needs evolve. 

Do you need to complete scheduled and fully-customizable extract, transform, and load (ETL) jobs from Salesforce into your data warehouse to power data visualization in Tableau? Do you need to automatically prepare and send sales reports for your company’s board meetings? Do you need to collect data from any number of sources, including marketing automation platforms such as Salesforce Marketing Cloud, support platforms such as Zendesk, ticketing tools such as Jira, cloud monitoring services such as Datadog, and more? Now, you can run sophisticated processes faster and at scale with Salesforce + Tableau automation.

Security experts trust the Tray Platform to handle even their most sensitive data. We’re SOC 2 Type 2-certified and compliant with enterprise-grade security standards, including GDPR, CCPA, and HIPAA.