salesforce tableau integration
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How to connect Salesforce to Tableau by using the built-in connector?
In order to gain the advantages of this software you have to understand how to set up both the software together.
One of the main things in integrating Salesforce with Tableau is to create a Salesforce account. This will allow you to connect your Salesforce data to Tableau.
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Tableau’s Salesforce connector Create a Salesforce account. Download Tableau Desktop software. Use Tableau Desktop to visualize Salesforce data. Access the connector list in Tableau by selecting 'more' in the left column. Follow the next slide to understand better. Source: emorphis.com
Step 1. Establishing
Choose 'Salesforce' from the list of options to connect Tableau to Salesforce. Source: emorphis.com
After connecting to Salesforce, you will need to log in to your Salesforce account Now
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in the pop-up
use your
and
to
to Salesforce. .
menu
login ID
password
login
Step 2. Connecting up the data source
After sign-in, go to the data source page Select data source and give it a unique name
Set up a standard or custom connection
For a standard connection, drag predefined queries, objects, and visualizations into the canvas
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For a custom connection, choose tables manually and start analysis
From the Schema drop-down menu, choose necessary schema or use textbased search
Locate required table, select it, and drag it onto the canvas.
Follow the next slide to learn how to Incorporate the dashboard into Salesforce .
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Incorporate the dashboard into Salesforce Access an account and alter the view Visit the homepage Click "Edit Page" from the settings menu in the upper right corner of the screen Integrate the dashboard into the homepage for quick access Save the changes made to the homepage view. Source: emorphis.com
Step 3.
Click on the component tab in the upper right corner of your screen. Search for 'Tableau' in the search bar. Find the Tableau visualization option under the custommanaged option.
Log in to your profile.
You will see the necessary objects on your main screen.
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If everything is done in the right manner you will see this type of dashboard and objects on your screen.
Below is an example of a Tableau dashboard page that shows how you can convert your data into easy-to-understand charts, graphs, and many more.
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