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
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
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