Litify + Tableau + Salesforce
I’m trying to pull information from Intakes and Matters and connect the two using a join, but I can’t seem to find the correct key/field to link them.
I reached out to Tableau Support, and they told me I would need to use SQL to pull the Matter information and that I wouldn’t be able to use joins.
Has anyone else run into this issue or found a way to connect Intakes and Matters in Tableau?
Any advice on which fields/keys to use would be greatly appreciated!
We ran into the same thing. The join usually works off the Matter lookup field that sits on the Intake object (something like litify_pm__Matter__c depending on your package version). If Tableau won’t let you use a regular join, custom SQL is pretty much the only way. Check the related lists on both objects in Salesforce first to confirm the exact field name in your org.
