Can we integrate CRMOD with Tableu for reports?
Hi,
Could you suggest the steps or guidelines to integrate CRM On Demand with Tableu in order to pull out dynamic reports from CRM?
We are as of now utilizing the reporting model available within the CRMOD application and also tried to explore the dashboards.
But what we want to achieve is a advanced report which allows filtering data on multiple levels - For example: Pull out active opportunity report --> First Level Filter on Sales Stage --> Second Level Filter on Next Action in CRM --> Third level filter on a custom picklist field --> Fourth level filter on date --> Then maybe basis Opportunity owner. We believe this level of dynamic reporting mechanism is not available within CRM. If yes - please assist! If not, please recommend how we can integrate the same with Tableu?