How To Sync Tableau with Salesforce Org?

Salesforce announced its acquisition of Tableau, an American interactive data visualization software company providing a powerful and fastest-growing data visualization tool used in the Business Intelligence Industry.

Ajay Dubedi, the CEO and Founder of Cloud Analogy, remarked the primary reason why Salesforce went in for Tableau was no surprise. Analytics Cloud never really caught on with customers and Salesforce saw a great opportunity to rekindle its cloud story with Tableau. 

Dubedi added the world’s number 1 CRM giant can now deepen its integrated analytics stack with Tableau in its own cloud. This can be done by offering customers a place to analyze it in a single and unified place, without the requirement for cloud migration. All in all, Tableau plugged a huge and critical void for Salesforce in the form of visualization and self-service business intelligence.

In this blog, we will read more about Tableau and how to sync Tableau with Salesforce org.

What is Tableau?

Tableau is a powerful and fastest-growing data visualization tool used in the Business Intelligence Industry.

It helps in simplifying raw data into an easily understandable format.

Data analysis is very fast with Tableau and the visualizations created are in the form of dashboards and worksheets. 

How Tableau works with Salesforce?

1. Download the Tableau Software on a local computer.

1. https://www.tableau.com/en-in/products/desktop/download (14-day Free Trial).

1. Now register yourself to Tableau using Tableau Software.

1. Open the Tableau Software and select “More”  under Tableau Server.

1. Then select Salesforce.

1. A pop-up will be displayed to log into your Salesforce account. Provide your Username and password and login to Salesforce.

1. After you successfully login to Salesforce through Tableau, it will fetch all the data within Salesforce and display it into the software.

1. To access more information go to https://help.tableau.com/current/pro/desktop/en-us/examples_salesforce.htm

1. You can simply Drag and Drop the standard Objects and view the relationship more clearly. You can also extend and create an existing relationship.

1. You can also remove the joinings if needed. Simply click on the remove button.

1. Then go to Sheet 1 at the bottom left corner and drag Account name from Dimensions and amount from Measures. You can also add columns and rows based on your own requirements.

Account Dashboard

1. You can arrange them on the basis of probability within the columns.

1. You can set probability within rows as well.

Opportunity Dashboard

1. Set Opportunity Name in columns and Sum( Amount) in rows and you can also see the amount related.

Account & Opportunity related Dashboard

Related DashBoard of all sheets

Save Dashboard

1. In order to save the dashboard, go to:

 Server >> Tableau Public >> Save to Tableau public

1. Click on it and provide the username and password for Tableau Public.

After the dashboard is published to tableau a pop-up window will be open automatically from where you can see your dashboard and download it as well.

1. We can also perform some visualization and apply certain filters on the tableau site; you can undo the changes or reset it as well.

                        Embed Dashboard to Salesforce

1. Click the share icon and we will get two things:

• Embed Code
• Link

1. The “Embed Code” will be used to display the dashboard into Html Page.

1. The Link is used to embed the dashboard into Salesforce. Copy the link and go to the Salesforce org and create a Web tab.

1. Paste the Tableau link in the URL section and save the web Tab and the dashboard will be visible on the web tab.

1. You can also create a VF page and add:

<apex:page >

<apex:iframe src=”paste your link”/>

</apex:page>

We hope that this blog on how to sync Tableau with Salesforce org was useful to you in countless ways. If you need any assistance on Tableau-Salesforce integration, implementation, consultancy, administration, and more, please feel free to contact us at +1 (415) 830-3899 or email us at info@cloudanalogy.com.