Salesforce and Tableau Integration

When we speak about Salesforce and Tableau Integration, in 2019, the two world-leading solutions Salesforce and Tableau, joined hands to help their customers see and understand their data better than ever before and help make more educated decisions by Integrating Tableau with Salesforce.

Since then, Salesforce and Tableau Integration has been evolving from the lens of better customer experience and making data more robust and actionable for businesses. From seamlessly syncing data between Salesforce and Tableau to visualizations that can help drive decisions at every phase of their value chain, users can also view these visualizations directly from within Salesforce CRM.

Read on to learn more about some of the most notable features of Salesforce and Tableau Integration and see how bringing these two tools together provides even more value.

Features of Salesforce and Tableau Integration

Access Tableau Viz in Salesforce

Easily embed Tableau visualizations using “The Tableau Viz Lightning web component” and the embedded URL of any Tableau viz right inside Salesforce record pages.

Single Sign-On

For seamless user experience, access Tableau viz from inside Salesforce without users logging into Tableau every time they access the page. Moreover, configure SAML-based authentication to enable single sign-on between two platforms using a common identity provider.

Salesforce Connector for Tableau

Import Salesforce data directly in Tableau using Salesforce connector with Tableau Prep Builder and Tableau Desktop. Tableau imports data from Salesforce by creating extracts that can be used to build visualisations and dashboards.

Tableau Online Connector for Tableau CRM (Einstein Analytics)

The transformed, cleansed, and prepared data from Tableau CRM datasets can be pushed to Tableau Online with the Tableau Online Output connector and Data Prep recipes. The integration will automatically create the extracts in Tableau online in the specified folder that the user can use to create visualisations.

AI predictions for Tableau with Einstein Discovery

Predictive modelling capabilities of Salesforce Einstein discovery are now available for Tableau dashboards. Using an extension, users can directly see predictions, suggestions, and explanations for predictive outcomes from Tableau Viz.

For customers and implementation partners, it is an exciting space to look forward to as Salesforce and Tableau Integration will further polish up for helping their customers realise the power of data and analytics for better decision-making and more predictable business outcomes.

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About The Author:

Prateek is a 17x Certified Salesforce Consultant based in Sydney. He has over 10 years of experience working with customers across the US, India, and Australia on transformational Salesforce projects.

Frequently Asked Questions (FAQs)

1. Does Tableau integrate with Salesforce?

Yes, Tableau integrates seamlessly with Salesforce. This integration allows users to leverage the powerful data visualization capabilities of Tableau directly within the Salesforce platform. By embedding Tableau visualizations into Salesforce, users can gain deeper insights from their Salesforce data, enhancing decision-making processes. The Salesforce and Tableau integration is designed to synchronize data between the two platforms efficiently, enabling users to create and view detailed, actionable visualizations right from within the Salesforce CRM.

2. What is the relationship between Salesforce and Tableau?

The relationship between Salesforce and Tableau is a strategic alliance that began in 2019 when Salesforce acquired Tableau. This acquisition was a significant step in combining Salesforce’s CRM expertise with Tableau’s advanced data visualization and analytics capabilities. The Salesforce and Tableau integration marks a synergistic approach to providing comprehensive solutions for data analysis and customer relationship management. It aims to empower businesses to understand and utilize their data more effectively for better decision-making and improved customer experiences.

3. Is Tableau free in Salesforce?

In a significant move for Trailblazers worldwide, Salesforce has recently announced the provision of complimentary licenses for Data Cloud and Tableau to all customers who hold Sales and Service Cloud licenses at the Enterprise or Unlimited levels. This initiative represents a substantial value addition for these Salesforce users, offering them the advanced data visualization and analytics capabilities of Tableau at no additional cost.