#Tableau 8.2 Business Intelligence & #Salesforce dynamically Linked


It Feels Good.  And you can really see the dramatic difference in productivity now that my client’s team has some focus.

The Link Worked, and It's Much Less Fussy than some of the ODBC Drivers I've Dealt with.
The Link Worked, and It’s Much Less Fussy than some of the ODBC Drivers I’ve Dealt with.

#CirrusPath Raises the Bar & Brings Google Closer to Salesforce


I’ve been playing with Yesware for a bit, where I’m a member of a Yesware team provisioned by a client.  I like the Yesware interface, and its easy integration with Salesforce.  And of course, the control freak in one gets addicted to the intel on when your missives are read (and re-read because they’re just that good).  But just as I was getting ready to subscribe, I diligently took one more look through the app exchange, where I found that Cirrus Insight basically matches Yesware feature for feature (with the added bonus of having experience and opinions on both offerings).

 

What really stood out, however, was Cirrus GoogleDrive<–>Salesforce integration:  unimaginatively named Cirrus Files.

CirrucPresentation Cover copy copy
It’s a great offering; don’t be put off by the me-too trendy visuals.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

As they pointed out somewhere in their mess of a site (the worst part of the entire experience is their website’s rather incoherent information architecture, with menus changing unexpectedly and rather jarring shifts in graphic design style: see contrasts below) Salesforce storage is costly; Google Drive is dirt cheap, and is easier to configure for collaboration with parties external to your organization.  So, intrigued, I downloaded yet another package and set it up. (Kudos, kids: your video instructions are really in a pedagogical sweet-spot)

It only took a few minutes to deliver this result:

Your Google Drive files - even if not on your official corporate domain -- are pulled into the key SF page layouts (Account, Contact, Opportunity, Case, Lead) )
Your Google Drive files – even if not on your official corporate domain — are pulled into the key SF page layouts (Account, Contact, Opportunity, Case, Lead) )