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Salesforce + Tableau Integration Tutorial

salesforce tableau integration tutorial

The data analytics market is currently worth $203 billion. Data, as a sales object, has become the most important resource for any organization that wants to be competitive and efficient. Therefore, enterprises need technically advanced software solutions that can easily store, manage, and analyze all available business data with absolute precision and provide validated information for making tactical decisions.

The pioneering company Salesforce leads in and foresaw this trend, and fetches AI and stronger analytics to users. Buying Tableau has dramatically quickened the tempo of digital innovation and data perception for the solution's users.

When the largest CRM provider, Salesforce, gained the Tableau platform in June 2019, speculations arose that Tableau and Einstein Analytics, proprietary of Salesforce BI, would soon join forces. And so, it happened.

With the acquisition of Tableau, Salesforce focused on hybrid as it recognized the need to move from pure SaaS to support hybrid IT requirements that meet the needs of the modern enterprise, the challenges of highly regulated industries, and the requirements for hosting data outside of the Salesforce cloud.

Tableau Vs. Einstein Analytics: No More Rivalry

Tableau and Einstein Analytics present pioneering analytics and are built on progressive research, provision, and data modification power, but solve issues with different means. While Einstein Analytics Salesforce is a groundbreaking tool for users working straight with Salesforce data, Tableau is a solution for professionals operating data from multitudinous sources in varied environments. Through Salesforce, Tableau will continue to pursue its mission of helping users work with and understand data. Fully integrated with Salesforce, Tableau will maintain and build on the existing aptitudes that customers value. With Tableau, you can conduct analysis on the fly without starting over or specifying an end goal. Doing so helps find answers to questions and track patterns and trends that were previously invisible.

Tableau Analytics Capabilities

Tableau is at the forefront of data analysis with VizQL technology that provides visualizations and delivers outcomes dramatically faster than other methods. As a data visualization innovative tool, Tableau brings to life and simplifies massive datasets in graphical presentation-visualization as dashboards and reports, collecting all the information you need on one page. This saves time and improves the data analysis process.

Tableau’s superpower enables clients to identify automated, pertinent patterns from their data without establishing complex data models or involving specialists.

Einstein Analytics’ Features

While Tableau is a leader in visualization and vivid analytics, Salesforce’s Einstein is the first end-to-end AI for CRM that grasps outer and internal data, providing extraordinary computer vision, automatic learning, and language-handling capabilities. This integrated suite of AI tech adds value to Salesforce Customer 360 and makes databases and spreadsheets comprehensible for users. A 360-degree view of the business helps decide on perspectives to target, cross-selling opportunities to use, and how to prioritize.

Tableau CRM’s Strong Points

After joining Tableau and Salesforce, Einstein Analytics was renamed Tableau CRM. This analytical solution can perform predictive analytics on a broader range of data with complete optimization for mobile analytics. Also, SFDC Tableau integration will simplify analytics and work for sales and marketing teams, as well as help HR departments, administrators, and financial analysts. Professionals can use Tableau CRM’s advanced and straightforward data analysis in manufacturing, retail, healthcare, finance, and government.

With Tableau CRM, users get:

  • A complete analytics platform;
  • AI-powered suggestions and predictions;
  • Out-of-the-box data management tools;
  • Ready-made templates for creating apps from scratch.

Tableau CRM helps users deeply understand their data patterns, identify the latest trends, and visualize and analyze data from Salesforce and other sources. Besides, leading AI models allow you to link analytics to the next activity, which you can easily customize with no coding. With this one-stop solution, you can maximize your bottom line and minimize your data science experts’ costs. With Einstein Analytics' predictive patterning power, Tableau CRM delivers innovative, dynamic, automatic learning prognosis and advised analytics for Customer 360 and alternative Salesforce apps. Given the complementary synergy of strengths and opportunities, users will receive a maximum profit when using Tableau CRM.

Which Solution to Choose for Your Business?

Many companies are already successfully using these tools in their daily activities. Both solutions deserve their place among the top BI systems with high user ratings. And now that Tableau is a Salesforce product, customers have received two up-to-date data analytics platforms.

tableau and einstein analytics comparison

Main Benefits of Salesforce Tableau Integration

The two platforms have been designed to work together and make integration easy. Indeed, Tableau visuals integrate seamlessly into Salesforce and enable secure communication by customizing visualizations for each account or opportunity. More crucially, even when Tableau is integrated with Salesforce, it can get data from all suitable sources, rather than only Salesforce data. As a result, you will receive the following.

1. Better data analysis and visualization

The Tableau and Salesforce integration brings Tableau data visualization features to your Salesforce instance, thus helping you track patterns and trends that were previously invisible. Moreover, visualizations can be presented in the form of dashboards and worksheets that even non-technical experts can understand. Visual analysis at every stage of the sales funnel ensures more informed decisions, from sourcing to reaching the sales funnel, managing invoices, and more.

2. Accessible analytics

Because this tool is surprisingly simple, even non-technical people can use it to analyze and visualize data on their own.

3. Data mixing

Be that as it may, Salesforce reports had their limitations, for example, data aggregation in Salesforce modules. However, after the integration with Tableau, everything changed. Since Tableau originally does this type of data mixing, you can get the information you need from different Salesforce modules.

4. Knowledge sharing

Because Salesforce reports are limited to Salesforce data, they cannot be standardized across the entire company. However, Tableau has no data limitations and can be used in various fields.

5. Increased productivity

The Salesforce integration with Tableau enables you to leverage rich Salesforce customer data and provides improved insight across multiple customer bases. In addition, users can securely access their data from their desktops or mobile devices.

Tableau and einstein analytics

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Step-by-step Salesforce Tableau Integration

Salesforce data in Tableau includes leads, contacts, accounts, and custom objects. To unlock Tableau and Salesforce data, expand analytics, and make Tableau the analytics’ nexus across the Salesforce ecosystem, you need to connect it to all Salesforce divisions.

How to Integrate Tableau With Salesforce?

Connecting With the In-built Salesforce Connector

With a direct connector, you can and use the Tableau reports in Salesforce to fetch data from Salesforce and quickly set up a data source.

Configuring the Built-in Connector Salesforce for Tableau

Go to Tableau on your workstation, and click on the “Connections” column on the left. In the new window, select a data store or database. In the list of options, select “Salesforce.” Enter your Salesforce credentials to log into your Salesforce account and upload data to Tableau. After successfully logging in, you will need to permit Tableau to access Salesforce data and account. Click on “Allow” to grant access to Tableau and migrate Salesforce data.

Configuring the Data Source

After configuring the connector and logging in, the data source page is loading. Give a unique designation to the database you are using. Thus, you’ll make it much easier to identify the database from which the data is retrieved.

You can work by building a standard connection with some predefined queries or objects and dragging them onto the canvas to analyze them. Or, you can make a custom connection where you can manually select tables and analyze your data.

To select the appropriate scheme, you can use the scheme drop-down in the column on the left. Or, you can search through the text for the option you want. In the same way, select the desired table and drag it onto the canvas. Click on the “Sheets” tab to start the process.

Salesforce Marketing Cloud & Tableau Integration

There are two methods of integration:

  • Using a tracking sample to load data from Marketing Cloud to Tableau as CSV files, which are then loaded onto Tableau with the text connector feature to visualize it.
  • Leveraging a data pipeline that integrates data from Salesforce Marketing Cloud and easily visualizes it in Tableau's BL tool in real-time.

Errors possible during extract

While connecting to Salesforce, the data is extracted into a Tableau Data Extract file. Although, sometimes, certain fields cannot be extracted because of the characters limit — for example, if there are more than 4,096 characters. In this case, the calculated fields will not be included in the extract. Thus, you will need to recreate calculated fields in your data, in Tableau, after creating the extract. Besides, the Force.com API limits requests to 10,000 characters.

How to Embed Tableau In Salesforce

The Free Tableau Public app works with test data. For more realistic scenarios that feature all the user experience, including authenticating and connecting to the Salesforce org, you need Tableau Desktop. In addition, you will need Tableau Online to publish and host your dashboard. If you try to embed a Tableau view in the Classic version, use the Canvas Adapter for Tableau, or build your solution using Visualforce pages and Apex code.

Embed Tableau Dashboard in Salesforce Records Using an Iframe

Step 1. Click “More” on the desktop under “To a Server.” Then, search for "Salesforce". This will start the OAuth flow.

Step 2. Log in with the credentials that will be the input for the dashboard. Give Tableau access to the SF account by pressing “Allow.”

Step 3. Make a workbook and open the “Data Source” tab. There, a standard feature mix will allow Tableau to create a query.

Step 4. Click the “Sheet1” tab to explore the dataset. Before switching from a data source to Sheet1 (on the bottom toolbar), make sure that “Extract” is selected in the connection status (top right corner). Tableau Desktop will fetch data based automatically on the default selected query.

Step 5. Click on “Sheet” at the bottom. From there, the system will fetch the records from the Salesforce database.

Step 6. Your data will be displayed in Tableau as “Measures and Dimensions” (as any data source in Tableau). Now, you can start analyzing.

Step 7: After creating the sheet, place it in the Dashboard. Navigate to the top tool pane on “New Dashboard.” Once the window opens, choose the sheet from the left tool pane for which the dashboard needs to be created, and set the view as “Entire View,” as shown below.

Step 8: To publish your Dashboard to the web, click on the “Server” tab (top tool pane),  then “Tableau Public” and “Save to Tableau Public.” A popup (as shown below) will be displayed, asking for the Tableau to become public. Sign-in. After entering your credentials, the dashboard will be published on the Online or Server Tableau platforms.

Step 9. Implement and filter the Dashboard in Lightning Experience Records. To do this, make a Visualforce page that shows and filters the dashboard based on pipeline data for the account you are viewing. Then, find and open Visualforce Pages, from Salesforce’s “Setup” section. Click on “New,” then enter “SimpleTableauEmbed,” and select “Available” for Lightning Communities, Lightning Experience, and mobile app checkbox. Then, enter the placeholder code shown below.

Step 10. On the Tableau Web dashboard, check the “Share” button.

Copy the link starting with https:// up to the first “?” — without “?” Then, insert the URL for the Tableau dashboard with the copied value, and save the page.

Step 11. Navigate to an account on your Salesforce org. Click the “Settings” icon, and select “Edit Page.”

Step 12. In the Lightning App Builder account page editor, click on “Add Tab” in the Tabs component. Select “Custom” and enter the Table for the custom tab label. Drag a Visualforce component from the Lightning Component List onto the Table tab.

Step 13. Pick “SimpleTableauEmbed” as the Visualforce page’s designation and leave the Height field blank to use the default settings on the Visualforce page.

Save the page, and then view it to see the filtered dashboard.

Embed Tableau View in Lightning Pages with the Viz Lightning Component

Get the Tableau Viz Lightning

You can install the component as a managed package from the AppExchange, in which case you will receive updates, or deploy it from GitHub and install it into your Salesforce org.

Adding a View to the Lightning Page

Log in to Salesforce as a developer and find the page you want to add visualization to. Click the “Setup Gear” icon, and pick “Edit Page.” Open the Lightning App Designer page. You'll see all the components accessible for use on the left side. Scroll down the list of custom apps until you find Tableau Viz Lightning. Drag the table renderer icon to the page area and the specified free space for components.

Embed the URL

Adding the component to the page displays a panel on the right side, listing the required parameters for embedding. You can embed views from Tableau Online and Public, or Tableau Server. All these platforms have a “Share” button with the URL you need to embed Tableau.

Thus, to get the URL Tableau Server or Online, find the button “Share in the toolbar”, then “Copy Link” in the dialog box. Then, simply copy the view URL in Tableau Public, and paste it onto the browser address bar. You can alter the recording page and customize the component by inputting the URL of the Tables with the necessary data.

Implementing the Lightning component is a big step towards simplifying the Salesforce and Tableau integration process. An app is user-friendly, secure, and extremely easy to use without manually configuring Visualforce code. Besides, it can list available filtering Salesforce objects. You access SSO if you use Salesforce and Tableau from the one SAML provider, or if Tableau is validated in Salesforce as an IDP.

Conclusion

Commercial success is only possible with groundbreaking data analytics implements. With that in mind, Tableau will unleash your full capacity with more clever, real-time visualizations of your business data.

If you are still unsure which tool is right for you and how to best use it, please contact our team of experts. Ergonized can easily determine your demands and helps you get started with any of these solutions. Don’t miss your chance to handle data like a pro and steadily improve your business’s competitiveness!

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Written by

Arthur Koryaka

Starting from 2007, Arthur managed to successfully help automotive, insurance and healthcare industries to adopt a CRM system. As an experienced consultant, Artur proved his practical knowledge by passing certifications for the different Salesforce roles. Over the years, Arthur is developing his expertise in the financial industry and helps clients migrate to Finance Sevices Cloud.

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