I need ideas.
We have parent/child accounts in Salesforce. In a child account --
1) the "member status" is flown down from the parent account, which is a formula field to display yes/no.
2) There is another field in account to calculate # of days until membership expires. However, in child account, that number is not valid or no number.
3) there is no related membership records with the child account, only on parent account.
Now in Tableau. We use Tableau Cloud and/or desktop, connecting to Salesforce. In Tableau, formula fields are not coming over, so I can't use "member status" field. I use that "# of days until membership expires" field >= 1 to filter members only. But all the child accounts got excluded since the number is not valid.
I need ideas to include child accounts that are members in Tableau. really not sure how.
You will need to re-create the data structures and formulas in Tableau, starting by relating child to parent accounts like this:
Alternatively you can create a Salesforce report and export that to Excel or CSV but that's hard to automate. You may also be able to use Salesforce Data Cloud, but that's expensive and a big project.
