Sync data from Tableau to Salesforce

The world's most innovative companies choose Hightouch as their Composable CDP

Activate your data in 3 easy steps

Step 1

Connect your source and destination

Connect to 35+ data sources, like Tableau, and 200+ destinations, like Salesforce.

Step 2

Define your model

Use SQL or select an existing dbt or Looker model.

Step 3

Sync your data

Map your fields, set your sync schedule, and hit “Go!”

Email

Email

Name

Name

Total_orders

All_orders

Last_login

Last_login

What Salesforce objects can you sync to?

• Account

  Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). Use the account object to query and manage accounts in your org.

  Hightouch docsSalesforce API

• Contact

  Represents a contact, which is a person associated with an account. Use the contact object to manage to manage individual people who are associated with an account.

  Hightouch docsSalesforce API

• Lead

  Represents a prospect or lead. Use the lead object to manage leads in your org.

  Hightouch docsSalesforce API

• Opportunity

  Represents an opportunity, which is a sale or pending deal. Use the opportunity object to to manage information about a sale or pending deal.

  Hightouch docsSalesforce API

• Campaign Member

  Represents the association between a campaign and either a lead or a contact. Use the campaignMember object to manage campaign members in your org.

  Hightouch docsSalesforce API

• Task

  Represents a business activity such as making a phone call. Use the task object to manage to-do items for your org.

  Hightouch docsSalesforce API

• Case

  Represents a case, which is a customer issue or problem. Use the case object to manage customer cases for your org.

  Hightouch docsSalesforce API

• Asset

  Represents an item of commercial value, such as a product sold by your company or a competitor, that a customer has purchased. Use the asset object to manage assets for your org.

  Hightouch docsSalesforce API

• User

  Represents a user in the organization. Use this object to query information about users and to provision and modify users in your organization. Unlike other objects, the records in the User table represent actual users—not data owned by users.

  Hightouch docsSalesforce API

• Custom Salesforce Objects

  We support custom Salesforce objects to ensure our integration supports all your organization’s unique workstreams.

  Hightouch docsSalesforce API

FAQs