how to embed tableau dashboard in salesforce

by Coty Keebler Published 2 years ago Updated 2 years ago

Embedding Tableau into Salesforce: A guide

Adding a Web Tab. The simplest and most basic option is to add a Tab with an embedded web-page which is linking to Tableau Server.
Using a Visualforce page. Creating a Web Tab is the easiest method of adding a Tableau dashboard into your Salesforce platform.
The SFDC Canvas Adapter from Tableau. ...

Full Answer

How to add a tableau dashboard to a Salesforce portal?

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. The Visualforce page will eventually land you at this view, where you’ll have to write some APEX in the ‘Visualforce Markup’ section.

Why do we need to embed the dashboards in tableau?

To answer this question in a nutshell, we need to embed the dashboards to maintain context and save time by reducing the sales cycle. We do not want a Salesforce user who is generally a Sales Representative to switch from Salesforce to Tableau from one place to another to answer questions that arise in the mind.

Can I embed a tableau view in Salesforce classic?

If you want to embed a Tableau view into Salesforce Classic, you have other options. You could use the Salesforce Canvas Adapter for Tableau, or create a custom solution using Apex code and Visualforce pages. For more information, see Tableau Viz Lightning Web Component Does Not Work on Salesforce Classic

How to embed Salesforce lightning experience in tableau?

Prerequisites. 1 Step 1: Create Dashboard in Tableau Desktop. 2 Step 2: Publish the Dashboard Online. 3 Step 3: Embed and Filter the Dashboard in Salesforce Lightning Experience Records.

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Can you embed a Tableau dashboard in Salesforce?

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.

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

Can you embed a Tableau dashboard?

You can embed interactive Tableau views and dashboards into web pages, blogs, wiki pages, web applications, and intranet portals. Embedded views update as the underlying data changes, or as their workbooks are updated on Tableau Server or Tableau Online.

How do I create a dashboard in Tableau Salesforce?

5:2335:00Building Salesforce Dashboards with Tableau - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo this is probably quite familiar if you've opened up tableau this is the start page and on theMoreSo this is probably quite familiar if you've opened up tableau this is the start page and on the left-hand side we've got our configuration pane which allows us to connect to our data.

How is Tableau integrated with Salesforce?

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.

Can you connect Tableau to Salesforce?

To connect with Tableau, you will need to provide your Salesforce credentials such as username and password to sign in to your Salesforce account and load data to Tableau. Once you've signed in successfully, you will need to provide Tableau, access to your Salesforce data and your account.

How do I embed a tableau public dashboard in my website?

Answer. Go to the view in Tableau Public. Select the option "Share" at the bottom of the view and copy the link provided in the Link section. Add the link in the iframe code.

How do I embed a Tableau dashboard in a website without login?

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...•

How do I publish a Tableau dashboard to a website?

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.

Can Tableau push data to Salesforce?

Use Data Sync to pull Account record data from Salesforce into Tableau CRM, and the Tableau CRM Snowflake Connector to pull Order data from Snowflake. Then use a Data Prep Join node to associate the Order data to Account records and an output node to push the transformed data to Salesforce.

How do I access Tableau CRM in Salesforce?

How to Enable Tableau CRM in Salesforce. In Salesforce, go to Setup and search for Analytics and click Getting started. From here, enable Tableau CRM for your Org.

How do I create an analytics dashboard in Salesforce?

Create the DashboardIf you haven't already done so, sign up for a new Analytics Developer Edition org—even if you've already signed up for one while completing another module.Log in to your Analytics Developer Edition org.Open Analytics. ... Select Create | Dashboard.Under Blank Dashboard, click Create Blank Dashboard.More items...

How big is the tableau view in Salesforce?

In Salesforce, use the options for the Tableau Visualization component to control the size of the view and whether you want to show the Tableau toolbar or any tabs for the view. By default, the size is 550. But you can set it up to 850 or higher to make sure that your dashboard is visible. You can also apply some Filters to your dashboard based upon the page context.

How to find the URL of a tableau view?

To find the URL for a view on Tableau Server or Tableau Online, click Share on the toolbar and select Copy Link from the Share View dialog box. For Tableau Public, copy the URL for the view from the address bar in your browser.

Can you embed a tableau dashboard in Salesforce?

You only need a few clicks to embed your Tableau dashboard into Salesforce. Yes! You heard it right. Thanks to the Tableau Viz Lightning web component that is available in Salesforce AppExchange, embedding is now only a few clicks away.

Why do we need to embed dashboards in Tableau?

What is Sparkler (Salesforce Canvas Adaptor) from Tableau?

Since Tableau Server does not have a built-in adapter for Canvas, Tableau has created a Java adapter called Sparkler that helps in the handshake between Tableau Server and Salesforce Canvas. It is freely available for download on the Tableau’s website.

Can you use self signed SSL certificate in Tableau?

If we are using a self-signed SSL certificate, then we need to follow additional steps in order to make Salesforce talk to Tableau. It is not recommended for Production instances to use self-signed SSL certificates and we won’t be getting into the details of it for the purpose of this article.

Can you configure Tableau with the information provided in the document shared by Tableau?

Although there are some challenges that we can find, it will be possible to configure them with the information provided in the document shared by Tableau and the useful forums that discuss this topic.

Can Sparkler and Tableau communicate?

Once Sparkler is configured and Salesforce and Tableau can communicate with each other, communication takes place according to the following protocol.

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.

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.

How to use Visualforce on 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. Save the Account Record Page and then view an account record to see the filtered dashboard.

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

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.

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.