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Hi,

 

I have one report built in Salesforce and wanted to import all the data behind that report. I know we can connect to Objects but requirement is to connect to report and import the data.

4 respostas
  1. 7 de jul. de 2023, 13:51

    You cannot connect to Salesforce reports from Tableau, you will need to re-create them in Tableau from the raw data in the database. Or you can export a Salesforce report to a CSV or XLSX to capture the formulas and roll-ups, then use that file data in Tableau, but it will not be easily refreshable.

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