To connect to your data in Salesforce, you first need to have access to the username and password credentials for the Salesforce account to which you are connecting.
- Launch your Tableau Desktop tool. In the Connect pane, click on Moreunder To a Server and select Salesforce
- In the pop-up menu, enter your username and password for Salesforce to log in.
- If you’ve set up a two-factor verification on your account, verify it using the authentication code.
- Grant Tableau access to your Salesforce account by clicking Allow. This will take you to the data source pane.
- Select Opportunity from the left-hand pane of the data source page and place it in your canvas.
- After you’re done creating your joins, select Sheet 1. Tableau will now create an extract of your data source. The time taken to create the extract will vary depending on the size of your extract.
- Launch your Opportunities Overview dashboard.
- Right-click on the dashboard icon below and select Copy.
- Right-click on Sheet 1, and select Paste
- Right-click on the dashboard data source (e.g., Opportunities (Salesforce)) and select Replace Data Source.
- In the window that pops up, make sure the correct data source is selected. This is a very important check to perform, especially when you have multiple data sources in your workbook.
- Click OK
- Right-click the Opportunities (Salesforce) data source and select Close.
- Click on File on your workbook menu and select Save As.
- Change the File name of the workbook from Book 1 to a new name, then click Save.
- You can choose to save the dashboard together with the data source or without it. If you choose the first option, then you need to save your dashboard as a Tableau Package workbook (*. twbx).
Now you have access to a pre-built dashboard that you can tweak and customize however you like. If you are satisfied with your dashboard you can publish it to your Tableau server.
- Click on Server in your menu, and then Sign into your Tableau Online Server with your credentials. After that, select Publish Workbook.
Salesforce And Tableau Together Have The Following Benefits:
– Easy Access Of Tableau Analytics From Salesforce Platform Using Any Device I.E. Mobile Or Tablet, Laptop Etc.
– Tableau Visualizations Are Easy To Understand & Easy To Use For Non-IT Professionals
– Tableau Can Combine Data Across Different Data Models And Show Them In The Same Chart
– Tableau Can Efficiently Handle Large Volume Of Data
Now that you’ve learned how easy it is to integrate Tableau with Salesforce, you might agree that more possibilities are on the horizon due to the acquisition of Tableau.