Sync data from
Tableau to Salesforce
Connect your data from Tableau to Salesforce with Hightouch. No APIs, no months-long implementations, and no CSV files. Just your data synced forever.
Trusted by data teams at
Trusted by data teams at
Integrate your data in 3 easy steps
01
Add your source and destination
Connect to 15+ data sources, like Tableau, and 150+ destinations, like Salesforce.
Connect
Log in
02
Define your model
Use SQL or select an existing dbt or Looker model.
03
Sync your data
Define how fields from your model map to Salesforce, and start syncing.
email
email
name
name
total_orders
all_orders
last_login
last_login
Where can you sync your Tableau data in Salesforce
Account
Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). Use the
accountobject to query and manage accounts in your org.Contact
Represents a contact, which is a person associated with an account. Use the
contactobject to manage to manage individual people who are associated with an account.Lead
Represents a prospect or lead. Use the
leadobject to manage leads in your org.Opportunity
Represents an opportunity, which is a sale or pending deal. Use the
opportunityobject to to manage information about a sale or pending deal.Campaign Member
Represents the association between a campaign and either a lead or a contact. Use the
campaignMemberobject to manage campaign members in your org.Task
Represents a business activity such as making a phone call. Use the
taskobject to manage to-do items for your org.Case
Represents a case, which is a customer issue or problem. Use the
caseobject to manage customer cases for your org.Asset
Represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased. Use the
assetobject to manage assets for your org.User
Represents a
userin the organization. Use this object to query information about users and to provision and modify users in your organization. Unlike other objects, the records in the User table represent actual users—not data owned by users.Custom Salesforce Objects
We support custom Salesforce objects to ensure our integration supports all your organization’s unique workstreams.
Push lead info from your warehouse into Salesforce CRM to enable executives to go after the right accounts
Push product data to enable account managers to know what actions are being taken in the app
Reduce churn by syncing health scores and churn events to Salesforce CRM for account managers to track
About Tableau
Tableau is a leading provider of Business Intelligence (BI) software to create dashboards and visualizations of your data
Learn more about Tableau
About Salesforce
Salesforce is a cloud computing service as a software (SaaS) company that specializes in customer relationship management (CRM). Salesforce's services allow businesses to use cloud technology to better connect with customers, partners and potential customers.
Learn more about SalesforceOther Tableau Integrations
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Operational Analytics shifts the focus from simply understanding data to taking action on it in the tools that run business processes. Instead of using dashboards to make decisions, Operational Analytics is focused on turning insights into action – automatically.
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This might be one of the greatest inventions for technical marketers since the advent of legacy CDPs back in 2015.
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Your data is always secure
SOC 2 Type 2 compliant
Your data stays secure, available, and confidential. To see our report, .
GDPR compliant
If you’re in the EU, your data is only processed on EU data centers.
HIPAA compliant
Healthcare companies like ThirtyMadison, Chapter Health, and Headway trust Hightouch.
CCPA compliant
To see our DPA (Data Processing Addendum), .
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lift in customer acquisition