Tableau lets you embed visualizations directly where your salespeople spend most of their time - in Salesforce. Traditionally, Tableau is integrated into Salesforce using a Salesforce canvas app called Sparkler, which uses Tableau's trusted authentication. However, Sparkler limits the level of integration possible. To solve this problem, OSI Digital has developed a more useful integration between Tableau and Salesforce. We use the Tableau JavaScript API and the Tableau REST API along with the Salesforce Visualforce pages, Apex coding, and Lightning Web components to provide a more robust and valuable integration. 

Technical users are invited to join our webinar to learn how to seamlessly embed Tableau viz into Salesforce for greater optimization and real-time data access.

 What You'll Learn:

  • Insights on the many advantages of combining Tableau and Salesforce
  • How to embed workbooks that are contextually relevant to the Visualforce page 
  • Tips on creating, updating and deleting Salesforce records based on interactions with Tableau visualizations
  • Benefits of single sign-on (SSO) integration between Tableau and Salesforce

Event Details:

  • DATE:  July 15, 2020
  • TIME: 10:00 AM - 10:45 AM (PST)

Speakers:

Jagadeesh-1Jagadish Malina, Senior Data Analytics Architect at OSI Digital
Jagadeesh Malina is Senior Data Analytics Architect, at OSI Digital and a fully certified Tableau resource. He brings deep expertise in working with Tableau products like Tableau Desktop, Tableau Server, Tableau Online, Embedded Analytics and Tableau Prep. Jagadeesh helps our customer organizations build and implement robust data analytics strategies and models. He brings a breadth of expertise in various industries including Finance, Marketing, Manufacturing and Human Resources.






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Rick Amicucci, Data Analytics Practice Director at OSI Digital 
Rick Amicucci manages the OSI Digital Data Analytics practice. Rick brings diverse IT background and experience in delivering BI reporting and analytical solutions that are aligned to strategic business initiatives. He also brings a focus on tracking key performance indicators to goals and helping businesses uncover trends and opportunities through the use of BI & analytic tools and best practices.

 

 

Facilitated By:

Karen

Karen Dosanjh, Vice-President, Marketing at OSI Digital
Throughout her over 20-year career, Karen has built a proven reputation as a trusted advisor and expert in marketing, communications & public relations. She is laser-focused on helping companies achieve their business goals by connecting with and influencing key audiences through authentic and insightful marketing communications strategies. Karen leads the global marketing function for OSI Digital, a leading provider of business and technology solutions for Fortune 500 companies around the world.