Salesforce

Salesforce, Tableau

Embed Tableau Dashboard in Salesforce Records Using Canvas

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. This is an example of how to use Salesforce Canvas to display and filter a Tableau dashboard on record pages in Lightning Experience. Prerequisites Tableau Desktop: you […]

Salesforce, Tableau

Embed Tableau Dashboard in Salesforce Records Using an iframe

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. In the previous post, we used Einstein Analytics to embed a dashboard on an Account record. There were a lot of advantages to that approach, but if […]

Salesforce

Embed Einstein Analytics Dashboard in Salesforce Records

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. In the previous post, we used native Salesforce report charts to embed a visualization on an Account record. There were a lot of advantages to that approach, […]

Salesforce, Tableau

Configure Single Sign-on (SSO) from Salesforce to Tableau Online

Tableau is one of the most popular data analysis and visualization tools on the market. Tableau Foundation provides generous donations to nonprofits. Tableau Online is a cloud solution for hosting and sharing Tableau visualizations. This post provides step-by-step instructions for setting up single sign-on (SSO) from Salesforce to Tableau Online. […]

Salesforce

Embed Report Chart in Salesforce Records

This post is part of a series that is exploring the capabilities and limitations of various data visualization tools when embedded in Salesforce. This is a look at how to use native Salesforce reports to display a visualization on record pages in Lightning Experience. Prerequisites Salesforce org populated with data […]

Microsoft, Qlik, Salesforce, Tableau

Embedded Analytics for Salesforce Applications

One exciting trend over the past several years has been an increase in integrating visualizations and content from analytic tools into web applications to deliver insights to users in the application where they need to take action on those insights. We are going to work with several leading analytics solutions […]

Salesforce

Fair Trade Presentation at Dreamforce ’17

At Dreamforce ’17, Fair Trade USA shared tips and tricks for managing conversations and engagement on social media using Salesforce’s Social Studio product. Key capabilities of Social Studio include: Create, schedule and publish content across social media accounts Moderate and join conversations across channels Analyze data with reports Check out […]

Salesforce

Upwardly Global Featured at Dreamforce ’17

Congratulations to Upwardly Global for being selected as one of three nonprofits featured in the Dreamforce ’17 quest challenge. Event participants completed tasks and challenges to learn more about the Salesforce platform and helped “unlock” $1 million in donations. Upwardly Global started its journey with Salesforce in 2010 and it […]

Salesforce

Building Custom Applications with Salesforce

I had the opportunity to present at Dreamforce ’16 and share some of the great products that we’ve been building at Fair Trade USA. This presentation looks at different architectures for building external-facing web applications with Salesforce’s Community Cloud product and discusses some of the key considerations when creating a […]

Salesforce

Setting up Salesforce Development on Linux for Windows

I use the Force.com migration tool and git in my daily workflow for Salesforce development and recently tried setting up my local environment on the Linux subsystem that comes with Windows 10. Prerequisites Windows 10 with the Linux subsystem (WSL) installed Git is already installed in the WSL environment Step […]