Rich Text Content - from Salesforce into Tableau

Question

Hello Designers,

I'm working on a solution for the following situation, help please!

Scenario:

Connected to Salesforce API, where some fields are text fields.

One of the text fields contains comments - containing several sentences and special formatting.  Sales team will colorized certain text based on the level of importance or most frequent updates.

Problem Statement:

Pull in the text from Salesforce and push through a workflow and into Tableau.

Goal:

I'd like to pull in the text in such a way as to add the rich text to show the color, size and font type. Next is to use this in Tableau.

Any ideas?

Thanks for stopping by...Deb

Debster · Answer

Thanks Dan. I appreciate the suggestions.

Is there a tool in Alteryx that would be able to parse out the markups?

Lots to learn here....

Thanks again.

Deb

danilang · Answer

Hi @Debster

For the first part of your process, it looks like rich text comments are returned as Feed Body Items with JSON content similar to this

{
   "body":{
      "messageSegments":[
         {
            "markupType" : "Paragraph",
            "type" : "MarkupBegin"
         },
         {
            "markupType" : "Bold",
            "type" : "MarkupBegin"
         },
         {
             "text" : "First line of text.",
             "type" : "Text"
         },
         {
            "markupType" : "Bold",
            "type" : "MarkupEnd"
         },
         {
            "markupType" : "Paragraph",
            "type" : "MarkupEnd"
         },
         {
            "markupType" : "Paragraph",
            "type" : "MarkupBegin"
         },
         {
            "text" : " ",
            "type" : "Text"
         },
         {
            "markupType" : "Paragraph",
            "type" : "MarkupEnd"
         },
         {
            "markupType" : "Paragraph",
            "type" : "MarkupBegin"
         },
         {
            "text" : "Second line of text.",
            "type" : "Text"
         },
         {
            "markupType" : "Paragraph",
            "type" : "MarkupEnd"
         }
      ]
   }
}

Once you get this, you can parse it out the various Markups to extract the colours.

As far as getting pushing formatted text data into Tableau, I couldn't find any info at all.  Maybe the Tableau forums would be a good place to look for these?

Dan