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!
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