Hi all! Starting with the end goal, we’re looking to make a dashboard that can be filtered by time range and engineer (case owner). We have multiple reports in Salesforce that need to make up a dashboard, but this currently requires us running each of the reports each week for each engineer. Is there a way to use Zapier to pull the reports for us and generate a dashboard? Or is there a more elegant way to do this? We have lots of tools like Smartsheet, etc, but not sure the best path.
Question
Make a filterable dashboard from Salesforce report data
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+6- Zapier Solution Partner
Hey
Right now your exact workflow is a bit more vague. What tools you want the data to pool from?
Which dashboard tool you want to use is it something already you have like Salesforce, Smartsheet etc or like a dashboard tool like Looker, Tableau etc?
The complexity of it really depends on the data sources and what data needs to be transferred.
PS: If you need more active assistance, I’m happy to connect through my Zapier Solution Partner page if you’d like to reach out here- https://zapier.com/partnerdirectory/automation-jinn
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