Your Salesforce CRM holds a wealth of customer, sales, and service data—but without the right analytics layer, hidden trends and opportunities can remain buried. Our Tableau & Salesforce Integration service bridges that gap by connecting your Salesforce environment directly to Tableau’s powerful visualization engine, empowering your teams with self-service analytics and real-time dashboards.
Unlock Deeper Insights by Bringing Salesforce Data into Tableau
Whether you need a quick consult or a full-scale project, we're ready to help.
Our Integration Process
Requirements & Data Audit
We collaborate with your stakeholders to identify key Salesforce objects, fields, and custom data structures that need to flow into Tableau.
Connection Setup
Configure secure, governed connections using Tableau’s native Salesforce Connector or our custom ETL pipelines where needed.
Data Modeling & Preparation
Build optimized extract and live-query models in Tableau Prep, ensuring data is clean, de-duplicated, and shaped for analytics.
Dashboard & Visualization Design
Create intuitive, mobile-ready dashboards and reports that deliver immediate value to Sales, Service, Marketing, and Executive teams.
Security & Governance
Implement row-level security, trusted data sources, and user-access controls to safeguard sensitive customer information.
Training & Enablement
Provide hands-on workshops and documentation so your business users can confidently explore, build, and share insights.
Let’s Build Something Better
Germino Tech exists to make Salesforce simpler, smarter, and more useful — no matter the size of your company or the complexity of your setup. If you’re ready to make the most of your CRM, we’re ready to help.
