how to embed a tableau workbook in salesforce

by Leon Schultz Published 2 years ago Updated 2 years ago

In your Salesforce org, click the App Launcher ( ), find and select Sales (or any other App that provides a record page where you can embed the Tableau Lightning ...
Click the Setup gear () and then select Edit Page.
Drag the Tableau Visualization component from the Custom area of the Lightning Components list to the top of the Page Canvas.
Configure the component. Enter the URL of the Tableau view that contains the sales data you want to display. Provide the name of the Tableau field to use for filtering. ...
Save your changes to the page.

Embed Tableau Views into Salesforce

Requirements and Permissions. ...
Install the Tableau Lightning web component. ...
Add the Tableau view to the Lightning page. ...
Filter the view based upon the page context. ...
Apply filters based upon on Tableau and Salesforce fields.

How do I embed a tableau view in Salesforce?

In your Salesforce org, select a record page where you want to embed the viz (for example, Users or Opportunities). Edit the record page and configure the component by entering the URL of the Tableau view that contains the data you want to display.

How do I integrate tableau Lightning with Salesforce?

In your Salesforce org, click the App Launcher ( ), find and select Sales (or any other App that provides a record page where you can embed the Tableau Lightning component). For example, the click Accounts tab. Select an account, for example, Burlington Textiles from the All Accounts list. Click the Setup gear () and then select Edit Page.

How do I import a Visualforce page to tableau?

Click the Tableau tab, then drag Visualforce component from the list of Lightning Components onto the page. In the right pane, select SimpleTableauEmbed for the Visualforce Page Name and leave the Height blank to use the default height set by the Visualforce page.

How do I save a workbook in tableau?

You cannot save the workbook locally and will only be able to save the workbook to the Tableau Public site. In order to embed the dashboard in another application, such as Salesforce, it needs to be accessible online via a web browser. You can either publish the workbook to Tableau Server or Tableau Online.

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How do I embed Tableau Online dashboard in Salesforce?

0:008:22How to Embed Tableau into Salesforce: Basic EmbeddingYouTubeStart of suggested clipEnd of suggested clipIn this video we're gonna take a look at how to embed a tableau public dashboards into Salesforce.MoreIn this video we're gonna take a look at how to embed a tableau public dashboards into Salesforce. This is probably the most straightforward. Way of embedding tableau into Salesforce this doesn't need

How do I embed a Tableau workbook?

Get the embed code provided with a view:Click the Share button at the top of a view. (The Share button doesn't appear in embedded views if you change the showShareOptions parameter to false in the code.)Click Copy Embed Code, then paste the code into your webpage.

How do I embed a Tableau workbook in my website?

Once again, in your Tableau Server/Tableau Cloud go to the content you want to embed and click the 'Share' button. Click the " Embed Code" link. Edit index. html and replace with tag with the copied embed code. </p> <h2 class="mt-5 mb-3"> How do I link Tableau to Salesforce? </h2> <p> Start Tableau and under Connect, select Salesforce....Make the connection and set up the data sourceEnter your sign-in credentials for Salesforce.com.Select Log In.In the Allow Access dialog box, select Allow. If the connection is unsuccessful, verify that the authentication information is correct. </p> <h2 class="mt-5 mb-3"> Can you embed Tableau dashboard in website? </h2> <p> 0:0922:24Embed tableau dashboard on website | Web page | Portal | Blog - YouTubeYouTubeStart of suggested clipEnd of suggested clipWhile embedding the dashboard views we can keep the look and feel same as that of the web. Page.MoreWhile embedding the dashboard views we can keep the look and feel same as that of the web. Page. This is really helpful while showing analytics on company websites or portal and keeping the same </p> <h2 class="mt-5 mb-3"> How do I publish a Tableau dashboard to a website? </h2> <p> Publish a Data Source on the WebOn Tableau Server, open a workbook in web authoring.Click the tab for any worksheet.From the Data pane, click the drop-down menu for the data source you want to share, and click Save as Published Data Source. </p> <h2 class="mt-5 mb-3"> How do I embed a Tableau dashboard in a website without login? </h2> <p> There are several options to prevent this:Option 1: Use Guest user access.Option 2: Use Connected Apps (versions 2021.4 and later only)Option 3: Use Trusted Authentication.Option 4: Use an Identity Provider's External Authorization Server (versions 2021.4 and later only)Option 5: Single Sign-On.More items...• </p> <h2 class="mt-5 mb-3"> Does Tableau support iframe? </h2> <p> You can embed a Tableau dashboard in your own web site or wiki page and you can have it display in different layouts based on the size of the iframe. </p> <h2 class="mt-5 mb-3"> How can we insert a dashboard into an HTML page? </h2> <p> Embedding a dashboard page in a web pageLog in as admin or another user with the Global. ... Go to the dashboard page you want to embed and click Embed.The exact permissions that will be granted to the special user account are displayed. ... Enter the desired width, height, and border width for the iframe, then click Copy.More items...• </p> <h2 class="mt-5 mb-3"> Can you integrate Tableau with Salesforce? </h2> <p> You can embed Tableau views from Tableau Server, Tableau Online, or Tableau Public. The Tableau Viz Lightning web component supports all versions of Tableau. Using the Tableau Viz Lightning web component, Salesforce administrators and developers can quickly integrate Tableau dashboard into Salesforce pages. </p> <h2 class="mt-5 mb-3"> How do I link a Tableau to a Salesforce report? </h2> <p> 0:123:33How to connect to Salesforce in Tableau Prep Builder. - YouTubeYouTubeStart of suggested clipEnd of suggested clipA prep but now as you can see I can actually just connect directly to Salesforce. What it will do isMoreA prep but now as you can see I can actually just connect directly to Salesforce. What it will do is it will open up a browser as you try under 10 ticket. And it will automatically authenticate. You I </p> <h2 class="mt-5 mb-3"> How do Tableau and Salesforce work together? </h2> <p> Tableau can help you fully leverage your rich customer data by providing analytics for everyone in your organization. Use Tableau to blend Salesforce data from across the Customer 360 platform with your other business data for increased visibility and a deeper understanding of your customers. </p> <div class="ratio ratio-16x9"> <iframe width="796" height="350" src=" https://www.youtube.com/embed/yBYcciQe3tc" frameborder="0" allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture" allowfullscreen>

How to create a workbook in tableau?

Create workbooks in Tableau Online 1 Web Authoring: Connect to your data directly in Tableau Online to explore and create custom data visualizations of your own. For more information, see Creators: Get Started with Web Authoring#N#(Link opens in a new window)#N#in Tableau Desktop help. 2 Ask Data: Interact with your data by simply typing a question and see automatic data visualizations in response. For more information, see Automatically Build Views with Ask Data#N#(Link opens in a new window)#N#in Tableau Desktop help.

What is Salesforce project?

The Salesforce project includes starter workbooks and data sources, all built using your Salesforce data. Use the starter workbooks to quickly answer questions and gain insight into your Sales and Service Clouds.

What is permissions in Salesforce?

Permissions are a great way to make sure the right users have access to the starter content and enable them to build workbooks of their own.

What is Connect to Sales Cloud?

Connect to Sales Cloud to visualize your sales funnel and better support your sales team.

Do Salesforce workbooks refresh automatically?

By default, the Salesforce data extracts created when publishing starter workbooks will not refresh automatically. For more information about refresh schedules, see Schedule Refreshes on Tableau Online.

Can tableau be used with Salesforce?

Connecting to your Salesforce data is simple. Once you sign in and select the Clouds to explore, Tableau creates a new project and publishes workbooks and data sources on your site. When the publishing process is complete, you can edit the resulting workbooks#N#(Link opens in a new window)#N#just like any other, quickly customizing them for your needs.

Can you use Tableau to analyze Salesforce data?

You can quickly author and analyze Salesforce data in Tableau. Sign in to Salesforce directly from your Tableau Online site and select the clouds you want to explore. Tableau integrates your Salesforce data to create a project with ready-to-use starter workbooks and data sources - choose to explore them on your own or share them with other users on your site.

How to add Tableau dashboard to Salesforce?

Creating a Web Tab is the easiest method of adding a Tableau dashboard into your Salesforce platform. Another option would be to create a Visualforce page to drag into different elements of your Salesforce portal.

How to add tabs in Tableau?

In order to create the Tab, go to the ‘Setup’ cog in the top right section and search for the ‘Tabs’ section.

How to create a web tab?

The type of Tab you need to create is a ‘Web Tab’. There are a few things to consider when setting up your new tab: 1 Ensure it’s a full-width tab 2 The tab will be a web object 3 Set your height accordingly based on the visualisation implemented 4 If Active Directory single-sign on is used, the transition to viz should be seamless – if Local Authentication is used, then the user may be prompted to log-in.

What is the third option in Tableau?

The third option is to use the Salesforce Canvas Adapter from Tableau. This is a solution built by Tableau which they talk about in this blog post and this video from 2013.

Can you add a Visualforce page to a page?

As above, you’re able to add your ‘Visualforce’ page anywhere on the page. In the above example, the page is being added to a new tab.

Can you test Heroku with Salesforce?

As mentioned above, in order to test any of these methods, you may need certain privileges to Salesforce, Tableau Server and even to Heroku. Depending on the use case for the dashboard an organisation would like to embed, any of these could solve the need for embedded analytics.

When did Salesforce buy Tableau?

Since Salesforce purchased Tableau in August last year, the Tableau community has been waiting with bated breath for news about how the two market-leading platforms can exist and advance together.

How to set up a page in tableau?

The page can be set up using layout templates, where individual components can be arranged. From here, simply drag the Tableau Visualization icon onto the page area and into a free component space indicated, like so:

Is Tableau compatible with Salesforce?

The introduction of this new Lightning Component is a great step toward simplifying the process of embedding Tableau in Salesforce. The app which uses Tableau’s Javascript API is slick, secure and extremely simple to use without setting up Visualforce code manually. Plus, it has the ability to list the Salesforce objects available for filtering as a great addition.

Is Tableau Viz Lightning in Salesforce?

However, as expected, Tableau have now released a third option within the Component Store in the Salesforce App Exchange called the Tableau Viz Lightning Web Component.

Can you embed tableau into Salesforce?

Embedding Tableau dashboards into Salesforce is not something new as a concept, as this has been possible for many years through various avenues. The initial option was simple embedding of Tableau’s iframe code into a Visualforce page, which was closely followed by the Salesforce Canvas Adaptor for Tableau, otherwise known as Sparkler.

Does Tableau Viz have an IDP?

Currently, the Tableau Viz Lightning Component only offers a Single Sign-on option to those users that have Salesforce and Tableau under the same SAML provider or, alternatively, if Tableau is authenticated using Salesforce as the Identity Provider (IdP). This, therefore, does have its limitations when considering authentication between the two platforms and the possibility that some users may need to sign into the Tableau Server interface within the Salesforce page.

Requirements and Permissions

The Tableau Viz Lightning web component is designed to run on the Salesforce Lightning Experience. Lightning Web Components are supported in many Salesforce experiences and tools such as Lightning Communities and Salesforce App. The Tableau Viz Lightning web component does not support Salesforce Classic.

Install the Tableau Lightning web component

The Tableau Lightning web component is available from the Salesforce AppExchange.

Add the Tableau view to the Lightning page

After you have successfully installed the Tableau component for your Salesforce org, you can use the component to add a Tableau view to Lightning Experience pages.

Filter the view based on the page context

The Tableau Lightning component supports two ways of filtering the Tableau visualisation. These methods of filtering only work on Lightning record pages. Filtering is not available for Home pages or App pages.

Apply filters based on Tableau and Salesforce fields

If you want more control over filtering the Tableau visualisation on a records page, you can map a field or parameter in Tableau to a specific field in Salesforce. The Tableau field or parameter needs to be on the view that you are embedding. The Salesforce field must be a qualified field on the page where you are embedding the view.

How to use Visualforce on Tableau?

How to publish a tableau dashboard?

Tableau Public Note: If you are using the free Tableau Public desktop application, you can publish the dashboard to Tableau Public by going to Server -> Tableau Public -> Save to Tableau Public. Enter your credentials, give your workbook a name and click “Save”. The workbook, including the data, will be publicly accessible.

What are the advantages of tableau?

Advantages of this approach include: 1 Effort and skills required: Tableau Desktop is a robust tool and harder to learn than Salesforce reports and dashboards, but definitely very accessible. If you are savvy with Excel or other data manipulation tools, you’ll pick it up quickly. This approach also requires very little Visualforce knowledge and creating the UI mashup is pretty simple. 2 Multiple devices: Tableau Desktop provides a number of features for design responsive layouts when creating the dashboard. This needs to be specified in Tableau, rather than in the Salesforce application. Custom record page tabs can also be created for the mobile layout, and Visualforce pages can be embedded in mobile cards or in page layouts and viewed in the Salesforce mobile app. 3 Look and feel: There are a lots of chart types and options for customizing the styling and layout of charts and dashboards. This seems to be one of the key differentiators for Tableau. 4 Large data volumes: Tableau Server/Online can handle very large data volumes. 5 Data sources: Tableau supports many connectors to various data sources and data formats. This appears to be a particular strength of Tableau. 6 Data model: Tableau provides robust functionality for restructuring and enhancing the data model to support visualization needs.

How to create a Visualforce page?

Create a new Visualforce page by Navigating to Salesforce Setup, search for and open “ Visualforce Pages”. Click the “New” button, enter “SimpleTableauEmbed” for the name and check the box “Available for Lightning Experience, Lightning Communities, and the mobile app”. Replace the placeholder code with the code below.

How to connect to a sandbox in Tableau?

Open Tableau Desktop and click “More…” under the Connect To a Server section. Click “Salesforce”. This should kick off the OAuth flow. Sign in with the credentials you want to use as the source data for the dashboard. To connect to a sandbox, click the “Use Custom Domain” option and enter the sandbox login URL: https://test.salesforce.com.

What is Tableau data model?

Data model: Tableau provides robust functionality for restructuring and enhancing the data model to support visualization needs.

Can you use Tableau Desktop with Salesforce?

Tableau Desktop: if you are working with test data, you can use the free Tableau Public application; if you want to test a more realistic scenario and see the full user experience, including authentication considerations and connecting directly to your Salesforce org, then you will need Tableau Desktop

Embedded Analytics

To make it easier for more people to interact with data, you can embed Tableau views into internal knowledge bases, CRM systems, and business applications such as Salesforce and Microsoft SharePoint.

Migrate Static Data Processes to Interactive Tableau

Main Stage Analytics often sends its customers Excel documents via email. These documents can contain confidential information like the customer’s sales results, profit, and margin. Main Stage Analytics is worried about security. Sometimes human error occurs and a spreadsheet is sent or forwarded to the wrong person.

Create Your Own Mobile App with Tableau Vizzes

Speaking of portals, Main Stage Analytics wants to create its own external portal that customers can access from their mobile devices. It wants to embed Tableau visualizations, so customers can access all their information while on the road. Main Stage Analytics is planning to use the Mobile App Bootstrap for this new project.

Embed Tableau Views in Salesforce

The sales team at Main Stage Analytics tracks all their sales and customer accounts in Salesforce. In meetings with the marketing team, Salome, a sales manager at Main Stage Analytics, notices all the cool visualizations and insights that they are getting with Tableau. Salome wonders if she can bring some of that magic into Salesforce.