Solving Salesforce Reporting Using Tableau
Salesforce comes with powerful but limited reporting capabilities. This comes through the form of Salesforce reports and dashboards. Recently at Lyons Tech, we found ourselves facing heavy reporting limitations with a client that were impacting their success. This lead us to the implementation of an alternative solution: Tableau. Limitations with Salesforce reporting The following were some limitations we were hitting - Salesforce dynamic dashboards do not support scheduled refreshes. Dashboard filters only work on a common field on an object.