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Vinay_Pathak5
Vinay_Pathak5
Level 1
September 19, 2019
Question

Marketo and Tableau Integration

  • September 19, 2019
  • 3 replies
  • 5444 views

Hi, We are looking for the integration between Marketo and Tableau, We are able to integrate but we're not able to get the data from Revenue Explorer.
We want to sync below fields with Tableau.




How we can get RCM related data from MKTO into Tableau.

Does anyone had the same experience before?

Any help would appreciated!!

@Dragos Moise‌ 


Thanks, Vinay 

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3 replies

Casey_Grimes2
Casey_Grimes2
Level 10
September 20, 2019

Hi Vinay,

In this case, you should add whatever CRM you're using as a data source into Tableau to pull the opportunity data, then just reference it accordingly. That's all RCE is doing in this setup as-is.

    Amit_Jain
    Community Advisor
    Amit_JainCommunity Advisor
    Community Advisor
    October 3, 2019

    Can you pull opportunity data from marketo into Tableau?

    P
    pierceu25628284
    Level 7
    October 24, 2019

    For the best results we'd recommend exporting all Marketo and Salesforce data out of those systems into a cloud data warehouse like SnowFlake. You'll typically also need an ETL tool like Alteryx to normalize and organize the data for Tableau.

    We have done this for ourselves at Revenue Pulse and Knak and also for several clients. The reporting is so much more flexible, robust and powerful than anything you can ever get in RCA.

    Something like Fivetran can help you ensure the data is up to date all the time in an automated way.

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