SFDC Bookings Pipeline Dashboard Demo #10058

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SFDC Bookings Pipeline Dashboard Demo #10058- Inverra

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  Project Information

Our client stored their sales pipeline data in salesforce.com but did not care for their built-in UI. They wanted a more polished view of their data so key executives could assess progress at their convenience.

Our solution was to build an API from salesforce.com to SQL and connect a stored procedure to Tableau Server in their cloud. The front-end is a Tableau view wrapped with HTML and CSS.

  • Technologies:SFDC, Tableau, SQL
  • App Hosting:Client Firewall
  • Data Refresh:Real-Time
  • Time 2 Build:2 Weeks

Inverra is located in eight US cities across four time zones

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