Learn more
 

Ready to get started?

Download a free trial of the Salesforce Tableau Connector to get started:

 Download Now

Learn more:

Salesforce Icon Salesforce Tableau Connector

The fastest and easiest way to connect Tableau to Salesforce data. Includes comprehensive high-performance data access, real-time integration, extensive metadata discovery, and robust SQL-92 support.

In this article

Related articles

Visualize Live Salesforce Data in Tableau


Use CData Tableau Connectors and Tableau Desktop to visualize live Salesforce data.

Tableau is a visual analytics platform transforming the way businesses use data to solve problems. When paired with the CData Tableau Connector for Salesforce, you can easily get access to live Salesforce data within Tableau. This article shows how to connect to Salesforce in Tableau and build a simple chart.

The CData Tableau Connectors enable high-speed access to live Salesforce data in Tableau. Once you install the connector, you simply authenticate with Salesforce and you can immediately start building responsive, dynamic visualizations and dashboards. By surfacing Salesforce data using native Tableau data types and handling complex filters, aggregations, & other operations automatically, CData Tableau Connectors grant seamless access to Salesforce data.

NOTE: The CData Tableau Connectors require Tableau 2020.3 or higher. If you are using an older version of Tableau, you will need to use the CData Tableau Connector for Salesforce. If you wish to connect to Salesforce data in Tableau Cloud, you will need to use CData Connect Cloud.

Connect to Salesforce in Tableau

Open Tableau and click More under Connect -> To a Server. Select "Salesforce by CData," then configure the connection and click "Sign In."

There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

Discover Schemas and Query Data

  1. Select CData from the Database pull-down menu.
  2. Select Salesforce from the Schema pull-down menu.
  3. Drag the tables and views you wish to visualize onto the join area. You can include multiple tables.
  4. Select Update Now or Automatically Update. Update Now lets you preview the first 10,000 rows of the data source (or enter the number of rows you want to see in the Rows text box). Automatically Update automatically reflects the changes in the preview area.
  5. Click the tab for your worksheet. Columns are listed as Dimensions and Measures, depending on the data type. The CData Tableau Connector discovers data types automatically, allowing you to leverage the powerful data processing and visualization features of Tableau.
  6. Drag a field from the Dimensions or Measures area to Rows or Columns. Tableau creates column or row headers.
  7. Select one of the chart types from the Show Me tab. Tableau displays the chart type that you selected.

Using the CData Tableau Connector for Salesforce with Tableau, you can easily create robust visualizations and reports on Salesforce data. Download a free, 30-day trial and get started today.