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Salesforce and Tableau Integration

Gain Powerful Insights with Salesforce and Tableau Integration

Salesforce and Tableau integration bridges the gap between data and decision-making. 200 OK enables you to seamlessly pull data directly from Salesforce into Tableau, aiding you to visualize your CRM data in ways that are as dynamic as your business.
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Marketing automation

Why Integrate Your Marketing Data?

  • Implement marketing automation software for streamlined processes
  • Reduce manual tasks, saving valuable time for strategic initiatives
  • Easily manage large contact lists with integrated marketing data
  • Enhance organization and accessibility for improved campaign execution
  • Leverage integrated data to create personalized and targeted email campaigns
  • Enhance engagement by tailoring content to individual preferences

It Saves time, reduces manual tasks, and boosts efficiency with marketing automation software. Easily manage large contact lists, create personalized email campaigns, and identify high-quality leads through advanced analytics.

Effortless Tableau and Salesforce integration

Discover the power of 200 OK’s features for a complete game-changing integration scene for your enterprise.

Visualize your sales pipelines like never before:

  • Create dashboards with Tableau to track opportunities at each stage, identify bottlenecks, and forecast future sales.
  • Analyze sales data over time to identify seasonal trends, customer buying patterns, and product performance.

Effective Marketing Campaigns' Optimization:

  • Track key metrics like lead generation, conversion rates, and ROI for different marketing campaigns.
  • Visualize customer segments based on demographics, behavior, and campaign interactions, and identify the most effective channels and campaigns to allocate marketing resources efficiently.

Customer Insights and Service Enhancement:

  • Integrate Salesforce service data, including case resolution times, customer satisfaction scores, and support ticket volumes, with Tableau to gain insights into customer service performance.
  • Visualize key metrics to identify bottlenecks, improve service efficiency, and enhance overall customer satisfaction.

Increased Operational Efficiency Optimization:

  • Combine Salesforce operational data, such as resource allocation, inventory levels, and production schedules, with Tableau to monitor and optimize business operations.
  • Visualizing operational metrics can help identify inefficiencies, streamline processes, and improve overall productivity.

Executive Dashboards and Reporting:

  • Combine data from Salesforce and other sources to provide executives with a holistic view of business performance.
  • Monitor progress towards business goals and identify areas requiring attention by tracking KPIs effectively. Schedule and distribute reports to stakeholders regularly for informed decision-making.

Visualize and analyze financial data:

  • Track revenue, expenses, and profitability over time.
  • Financial data stored in Salesforce, such as revenue figures, expenses, and customer payment histories, can be visualized in Tableau to create comprehensive financial reports and dashboards.

Human resource data analysis at its best:

  • Analyze Salesforce data related to employee performance, recruitment processes, and retention rates.
  • Visualize the effectiveness of different recruitment channels, track employee turnover rates, and identify patterns related to employee satisfaction and performance.

Popular Integration Connectors

Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools

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Popular Integration Connectors

Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools

Kickstart Your Marketing Automation Journey

What Our Customers Says

★★★★★ 5/5
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A game-changer for API integrations

With 200 OK – Now we can connect any external systems bi-directionally natively without writing any code. Although the documentation was not fully written-out at first, the support team was extremely responsive and patient and got me up and running with my first inbound and outbound integrations in no time at all.

Nadim Lahoud

VP, Red Sift

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A game-changer for API integrations

With 200 OK – Now we can connect any external systems bi-directionally natively without writing any code. Although the documentation was not fully written-out at first, the support team was extremely responsive and patient and got me up and running with my first inbound and outbound integrations in no time at all.

Nadim Lahoud

VP, Red Sift

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How Does 200 OK Enhance Goal Achievement in the BFSI Industry?

200 OK helped us accelerating the integration with multiple financial institutes. The complexity of each system talking to the others, itself is sometimes daunting and challenging and I am glad Ceptes has solved big part of the problem by introducing the 200 OK product

A. Krishna Prasad(KP)

Founder & CEO, Onemoney

Screenshot of testimonial
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How Does 200OK Enhance Goal Achievement in the BFSI Industry?

200 OK helped us accelerating the integration with multiple financial institutes. The complexity of each system talking to the others, itself is sometimes daunting and challenging and I am glad Ceptes has solved big part of the problem by introducing the 200 OK product

A. Krishna Prasad(KP)

Founder & CEO, Onemoney

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I would recommend others to explore 200 OK and reap the benefits of a no-low code integration platform

A plethora of software systems and online platforms specializing in their specific fields means significant growth and importance of data Integration for organizations utilizing multiple applications. The level of development effort, administration and complexity related to typical API development would have been costly and time consuming if we had not utilized 200 OK.

Tim Marchington

CEO, Solandra Collect

Screenshot of testimonial
Play Video about Screenshot of testimonial

I would recommend others to explore 200 OK and reap the benefits of a no-low code integration platform

A plethora of software systems and online platforms specializing in their specific fields means significant growth and importance of data Integration for organizations utilizing multiple applications. The level of development effort, administration and complexity related to typical API development would have been costly and time consuming if we had not utilized 200 OK.

Tim Marchington

CEO, Solandra Collect

Screenshot of testimonial
Play Video about Screenshot of testimonial

One API – almost unlimited integrations – I wish 200 OK had developed this sooner

External data integration is critical in the financial services industry to ensure we remain ahead of the game. We have approximately 40 to 50 different potential data linkages between our Salesforce org and lenders, credit agencies, valuers, along with other banking data providers.

Michael Bowling

Director, You Can Finance

Screenshot of testimonial
Play Video about Screenshot of testimonial

One API – almost unlimited integrations – I wish 200 OK had developed this sooner

External data integration is critical in the financial services industry to ensure we remain ahead of the game. We have approximately 40 to 50 different potential data linkages between our Salesforce org and lenders, credit agencies, valuers, along with other banking data providers.

Michael Bowling

Director, You Can Finance

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Screenshot of testimonial
Play Video about Screenshot of testimonial

A game-changer for API integrations

With 200 OK – Now we can connect any external systems bi-directionally natively without writing any code. Although the documentation was not fully written-out at first, the support team was extremely responsive and patient and got me up and running with my first inbound and outbound integrations in no time at all.

Nadim Lahoud

VP, Red Sift

Screenshot of testimonial
Play Video about Screenshot of testimonial

A game-changer for API integrations

With 200 OK – Now we can connect any external systems bi-directionally natively without writing any code. Although the documentation was not fully written-out at first, the support team was extremely responsive and patient and got me up and running with my first inbound and outbound integrations in no time at all.

Nadim Lahoud

VP, Red Sift

Screenshot of testimonial
Play Video about Screenshot of testimonial

How Does 200 OK Enhance Goal Achievement in the BFSI Industry?

200 OK helped us accelerating the integration with multiple financial institutes. The complexity of each system talking to the others, itself is sometimes daunting and challenging and I am glad Ceptes has solved big part of the problem by introducing the 200 OK product

A. Krishna Prasad(KP)

Founder & CEO, Onemoney

Screenshot of testimonial
Play Video about Screenshot of testimonial

How Does 200OK Enhance Goal Achievement in the BFSI Industry?

200 OK helped us accelerating the integration with multiple financial institutes. The complexity of each system talking to the others, itself is sometimes daunting and challenging and I am glad Ceptes has solved big part of the problem by introducing the 200 OK product

A. Krishna Prasad(KP)

Founder & CEO, Onemoney

Screenshot of testimonial
Play Video about Screenshot of testimonial

I would recommend others to explore 200 OK and reap the benefits of a no-low code integration platform

A plethora of software systems and online platforms specializing in their specific fields means significant growth and importance of data Integration for organizations utilizing multiple applications. The level of development effort, administration and complexity related to typical API development would have been costly and time consuming if we had not utilized 200 OK.

Tim Marchington

CEO, Solandra Collect

Screenshot of testimonial
Play Video about Screenshot of testimonial

I would recommend others to explore 200 OK and reap the benefits of a no-low code integration platform

A plethora of software systems and online platforms specializing in their specific fields means significant growth and importance of data Integration for organizations utilizing multiple applications. The level of development effort, administration and complexity related to typical API development would have been costly and time consuming if we had not utilized 200 OK.

Tim Marchington

CEO, Solandra Collect

Screenshot of testimonial
Play Video about Screenshot of testimonial

One API – almost unlimited integrations – I wish 200 OK had developed this sooner

External data integration is critical in the financial services industry to ensure we remain ahead of the game. We have approximately 40 to 50 different potential data linkages between our Salesforce org and lenders, credit agencies, valuers, along with other banking data providers.

Michael Bowling

Director, You Can Finance

Screenshot of testimonial
Play Video about Screenshot of testimonial

One API – almost unlimited integrations – I wish 200 OK had developed this sooner

External data integration is critical in the financial services industry to ensure we remain ahead of the game. We have approximately 40 to 50 different potential data linkages between our Salesforce org and lenders, credit agencies, valuers, along with other banking data providers.

Michael Bowling

Director, You Can Finance

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200 OK is a Salesforce native integration platform specifically designed for developers, architects admins, and smart business people to connect Salesforce with any external cloud-based solutions and APIs without coding.

200 OK thoughtfully designed by Salesforce Architects with ❤️

For more info, please get in touch with us at contact@200ok.ai

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Contact Information

  • USA: Ceptes Software Inc. 13155 Noel Road Suite 900 Dallas,
    TX - 75240
  • T: +1 (607) 304-3229

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