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Hedi MELLEKH How to get data from Tacton into SalesForce ?
Hi all, i'm a beginner !
I'm working on a BI project with Tacton and SalesForce. I need to "move" data (realted to an opportnity X in SalesForce) from Tacton to SalesForce, so i can create with those data a BI Dashboard with a third software called Tableau.
Any possibility to move data from Tacton to SalesForce ? Thank you !
I'm working on a BI project with Tacton and SalesForce. I need to "move" data (realted to an opportnity X in SalesForce) from Tacton to SalesForce, so i can create with those data a BI Dashboard with a third software called Tableau.
Any possibility to move data from Tacton to SalesForce ? Thank you !
Explore the documentation for integrating the two platforms to do this automatically. Else extrat the data from Tacton in a csv file and map the fields with the opportunity fields and use the data loader to update the records manually in salesforce using data loading tools for salesforce. Let me know if it helps.