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Everything Businesses Should Know About Salesforce Integration with Tableau

Rajat Kesarwani

By Rajat Kesarwani| Friday, December 31, 2021 12:30 AM | 4 min read

Salesforce is one of the leading CRM technologies that is used across thousands of companies. It is truly an useful software for the management of sales and data within an organization. The utility and efficiency of the application becomes even more when combined with Tableau. The following article discusses Salesforce Marketing Cloud Tableau Integration. If users integrate Tableau into Salesforce then they can get departmental reporting on the same page thereby saving time and offering better data analysis.

Sfdc Tableau Integration offers an excellent solution to get a Salesforce adapter. However, depending on the level of integration necessary, one can consider integrating a team with Salesforce. There are some techniques mentioned below that a user can utilize effectively to save time and resources in the development and integration of Tableau.

The techniques take advantage of the flexibility one can get from Tableau with URL parameters and the facility for embedding Tableau within a framework. Salesforce allows the user to create dynamic objects with the help of epics programming language. Let us take a look at the process of integrating Tableau with Salesforce through simple and easy steps. It is important to take into account that all these considerations of Tableau integration with Salesforce should be done in the developer version before deploying on the production.

Requirements

It is assumed that the reader has access to a sample instance of Salesforce and Tableau. Users can register for developers Salesforce to get a copy of Tableau public. Users that already have a dashboard built with data derived from SDFC or other related sources can skip installing the lightning component.

Building a purposeful dashboard

As is the case with building any kind of dashboard, it all begins with the idea of solving a problem. This article focuses on creating a sample dashboard for the use of account managers. Typically account managers have difficulty with efficient management of different accounts. They always try to have access to a dashboard that gives the necessary information with a glance. People employ different ideas for using Tableau to solve their problems. However, several account managers should only have access to their accounts.

When creating a dashboard, user should always set the size to automatic or with a predefined range. It is best to set up the dashboard size to automatic as it helps in re sizing the dashboard, to fit the height and width.

Connecting with Salesforce and feeding data into Tableau

The process of connecting with Salesforce via Tableau is quite straightforward. Tableau comes equipped with connected Salesforce that you can use for entering and authenticating data through a web browser. It allows connecting the data from the dashboard in a tabular form.

The drag and drop feature makes it easier to create structures using the sources on the original dashboard. At the end of the build session, the dashboard provides all necessary information on a single page.

Installing the lightning component

A few months back Tableau introduced the latest Tableau viz. lightning web component. It is designed to allow users to create and embed dashboards directly in Salesforce. It is the final component that will be created in Salesforce. Users can download it and install Asphalt games.

First, there is a login page followed by which one can either install in sandbox or production environment. The next player asked for installing on user and admin is on specific profiles. Also, it helps in installing the component for the selected option.

Salesforce

When creating a dashboard for account managers it should be ensured that it is embedded within the home page for easy and efficient access. Go to any of the individual account manager’s home page and then edit the view option. On the left side of the page is the component tab. Users can search Tableau on the search bar in the lightning component under the Custom-Managed section.

The center of the screen display objects that are on display when the account manager logs into their profile. By default,some objects show the details of the user and chatter object. The Tableau dashboard provides a series of options on a single page.

Users can also drag the lightning viz component today center of the page and drop it. This is the position of the dashboard. If everything starts working as intended, the component will create a default example set for Salesforce.

Customization options

The options pane presents the user with a series of customization options.

URL for Tableau View

First, the user will paste the link on the dashboard. The image below shows how one can click on the link. If the dashboard is public then click on the share icon and then copy the link from the popup box.

  • Show tabs and show bars option
  • It shows the tabs and bars on the dashboard
  • Filter view based on Salesforce record
  • The field helps users to find necessary data quickly

Integration of additional filter for defining Tableau and Salesforce field name

Users always have the provision of integrating additional features by identifying similar fields in the Salesforce. It helps in linking Tableau fields more efficiently. These filters are also useful for record-level filtering.

Add filter

Users can add filters to the dashboard before displaying the data.

Activation And Saving

After activating the page users can save the page and go back to the previous page.

Dreamstel has been harnessing businesses of all types and sizes with Salesforce to help them cater to a larger customer base. We always stress on delivering quality, support, affordability, and on-time delivery through our services. We have a dedicated team of Salesforce experts for offering top-of-the-line development services. Application development India and implementation are improving productivity and engaging with customers for brands. Dreamstel is constantly trying to build strong client relationships and values customer satisfaction. We have round-the-clock customer support and service that is dedicated to helping clients in all types of critical Salesforce Tableau Integration.

Salesforce Tableau Integration

Rajat Kesarwani
About the Author Rajat Kesarwani is the CEO of Dreamstel Technologies. With over 15 years of experience in maintaining business relations with esteemed companies across the US and Australia, Mr. Kesarwani has earned an excellent reputation in the IT industry. He has been offering advanced technology services to businesses that require any kind of IT solution. His expert services at Dreamstel includes developing and introducing next-generation apps and spreading awareness about Salesforce. His objective is to reach out to companies in need of advanced technology solutions, and he has been successfully moving ahead in the right direction to do so, through Dreamstel Technologies.