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Hi,  

 

I would like to know if we can embed a External Dashboard into Salesforce. We have a looker dashboard that sources data from multiple places. How do I expose  per account on SFDC or a Wholistic view. Or Should I have recreate all in CRM Analytics?  

 

Thanks In Advance 

@* CRM Analytics (fka Tableau CRM) *

4 件の回答
  1. 8月20日 17:18

    I’d keep Looker if the dashboard is already built and working. Recreating everything in CRM Analytics feels unnecessary unless there’s a specific Salesforce requirement for it.  

     

    Another route we’ve used is bringing Salesforce data into Looker Studio through Skyvia (https://skyvia.com/data-integration/analyze-salesforce-with-looker-studio), especially when the reporting already combines data from several places. For the per account view though, I’d still first see if you can pass the Account ID into the embedded dashboard as a filter.

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