We've started to get more advanced with Tableau CRM and are using it more than SF Reports now at this point for our SalesForce/Pardot reporting and analytics. One issue I'm having though is that a SalesForce Report has the ability to add contacts/leads into a campaign but it doesn't appear that's possible in Tableau CRM widgets/lenses.
I know I could export a CSV/XLSX from the widget/lens and then upload that into a campaign, but that is clunky. Considering B2BMA/Tableau CRM is really the replacement for Pardot Reports (and considering this is a connected platform) that there is a way to do this without an export.
#B2B Marketing Analytics #Connected Campaigns #Pardot Campaign
