Salesforce

Before you embed a Tableau View (from Tableau Cloud) onto a Salesforce Lightning Page, consider these extra setup steps to ensure a seamless experience, without extra login screens for users.

Salesforce gives you a lot of flexibility. At times you need pointers to customize your App the way you imagined. One such example is customizing the layout of a new record page. I’ll show you exactly how to accomplish that.

Here are some useful Salesforce SOQL queries for reporting that isn’t easily available otherwise.