At the Iowa State University Foundation, Salesforce is more than just our CRM—it’s our central analytics and reporting hub. This session will explore how we architected the integration between our data environment and Salesforce, to embed Tableau dashboards directly into the tools our teams use every day. This approach has improved access to real-time insights, encouraged data literacy, and supported more informed decision-making across the organization.
We’ll cover the technical architecture, user experience design, and rollout strategy behind the integration. Attendees will see examples of dashboards currently in use—from portfolio reviews to executive-level reporting and program-specific assessments—and learn how different teams are using them to support their work.
Whether you're aiming to enhance your CRM’s reporting capabilities or foster a more data-informed culture, this session will offer practical insights into using Salesforce and Tableau together as a unified analytics platform.