How to integrate Salesforce and

Tableau

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Salesforce and

Tableau

Integration Guide

Browse tutorials and vendor resources to get help integrating with Salesforce or sign up below to access Salesforce Integration Experts.

The Tableau Viz Lightning web component makes it incredibly easy for any user to integrate Tableau visualizations right into Salesforce pages.

  • Simply copy and paste the embedded URL of your viz; you can even personalize the look & feel of the viz
  • Stay in the flow of your work by using the in-context filtering on record pages
  • Define your own filter based on the information on a record page
View Integration Guide
  • Salesforce Administrators can help setup new platforms and handle straightforward integrations or configuration work but tend to live within Salesforce and not focus cross-systems as much.
  • Salesforce Developers will build custom integrations, work with APIs, and build out more complex automations within Salesforce and across systems to maximize data flow and visibility.
  • Salesforce Architects bring a more holistic approach to platform architecture, data modeling, system integration & data management, and designing a security model across all systems.
Tableau
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Salesforce integration strategy varies depending on your current systems environment, how heavily you have customized Salesforce and other applications, and the complexity of what you're trying to achieve.
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