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Tableau CRM Connectors
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Hello
My customer is using both Event Monitoring and Tableau.
We have Tableau ressources in the team.
We are aware of the included CRM Analytics licences but we do not have CRM Analytics knowledge in the team.
We would like to know if event monitoring data can be integrated in Tableau in order to be analysed.
Is the integration possible via API ( bulk ? ) or a connector ?
Regards
Jérôme
답변 1개
Hello,
I am pretty sure that you can do that in CRM Analytics, there are pre-build connectors to other platforms and Tableau Online is one of them. I do not have access to the CRM Analytics in my org, so unable to tell you there exactly to go, but here are some articles that may help.
https://help.salesforce.com/s/articleView?id=sf.bi_integrate_prepare_connect.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.bi_integrate_connectors_tableau_hyper.htm&type=5
I hope this helps
Hi, while the push from CRMA Recipe to AWS S3 Bucket the number of rows changes (e.g. in the dataset in CRMA there're 24mln, the result is 32bln. What is the 'file size', how it is calculated in CRMA? and how to fix the rows multiplication while push to AWS? Thank you!
답변 1개
When exporting data from a Salesforce CRM Analytics (CRMA) recipe to AWS S3, the occurrence of row duplication is usually related to file format settings or data segmentation during export. For example, if CRMA contains 24 million records, but the result in S3 is 32 billion, this may indicate data duplication caused by multiple export attempts, partitioning settings, or specific data formatting in CRMA.
To resolve this issue, first check the export settings in CRMA. Ensure that the data format is compatible with AWS S3 (e.g., CSV or Parquet) and avoid unnecessary segmentation if it's not required. It's also recommended to test the export on a smaller dataset to see if the row multiplication persists.
Additionally, to streamline the export process, you can use third-party solutions such as CloudFiles. These tools provide optimized integration between Salesforce and external data storage, including AWS, helping to avoid data duplication and ensure accuracy in S3.
Hi All,
Do you have any idea about the creation of custom connectors? Are there any options in CRMA?
Thank you!
답변 1개
Check out this help document by Salesforce
https://help.salesforce.com/s/articleView?id=sf.bi_integrate_connectors_remote.htm&type=5
Hope this helps
Thankyou
Saurabh
Anybody with experience connecting to the Beta Athena connector in CRMA. I was able to successfully connect with the typical notification of successfully connected and tested.
However, I cannot see or access any object. Can anyone help with that. Salesforce support could not help. Support directed me to this group pls. Any help will be much appreciated. Thanks
답변 1개
Hi @Isaac Appah - Here are two links about Athena and the feature release lifecycle.
Pilot and Beta Connectors - Athena
https://help.salesforce.com/s/articleView?id=sf.bi_integrate_connectors_amazon_athena.htm&type=5
Salesforce Feature Release Lifecycle:
https://help.salesforce.com/s/articleView?id=000381559&type=1
Hello,
we would like to know if new connectors will be available soon (next release) ?
We are interessed about Oracle or DWH connectors.
Do you know if someting is in the pipe on the SalesForce side ?
I currently don't see the databricks connection listed in the new connection page. (Reference :https://help.salesforce.com/s/articleView?id=sf.bi_integrate_connectors_databricks.htm&type=5)
답변 1개
I was looking into the same thing. Did you find a solution to connecting to Databricks?
Want to access the DB2 tables in Salesforce TCRM to build the reports and dashboard. Could able to access the external data source using a TCRM connector like the DB2 database?
Apparently(?) the standard Tableau CRM connection to Salesforce does not allow for one to pull archived activities when reading Tasks and Events. Surely, there is some workaround, e.g. with connectors?