No Code Tableau and Salesforce Integration
No Code Salesforce integrations are the best way to seamlessly integrate various software and platforms to boost productivity and enhance overall performance.
With the new Jumpstart your Salesforce Connection functionality, you can rapidly get started in Tableau Online with your Salesforce Org. This enables you to login into Tableau Online using your Salesforce credentials, as well as easily create starter workbooks and data sources based on your Salesforce data.
The new Integrations area under Settings is where you can jumpstart your Salesforce Connection. From there, you can link your Tableau Online site to your Salesforce organization and begin viewing Salesforce data.
Authenticate into Tableau Online using Salesforce.
If your company utilizes Salesforce, enable Salesforce authentication to make the sign-in process easier for your users. This enables Salesforce customers to effortlessly sign in to Tableau Online using their existing Salesforce credentials using OpenID Connect single-sign-on.
A username is required.
The username in your Salesforce Org must be the same as the username in Tableau Online. These usernames are both in email format, however, they can’t be used as email addresses. Check to see whether these qualities are the same. If they don’t, change the Salesforce login type, and then look at the Mismatched usernames section below.
- Change the authentication type and configure it.
- In Tableau Online, changing the authentication type to Salesforce is a three-step process:
- Install the Tableau Online linked app package in Salesforce (link opens in a new window).
- Manage access to your linked app by providing the proper profiles or permission settings to allow people to sign in to Tableau Online from your company.
- Set the associated app to Admin pre-approved as well. Other Access Settings for a Connected App may be found at Manage Other Access Settings for a Connected App (Link opens in a new window).
- Tableau Online has switched to Salesforce authentication.
- As a site administrator, go to Settings > Authentication on your Tableau Online site.
- Select Enable a new authentication method from the Authentication tab, then Salesforce.
- If you’ve set up your Salesforce organization to utilize a custom domain for user sign-in, you’ll need to redirect users to the sign-in page in Tableau Online. To input your Salesforce My Domain, click Edit My Domain. The domain will be verified and added as a sign-in URL by Tableau Online.
- Add new users (or update existing users) to utilize Salesforce as their authentication type of choice.
usernames that don’t match
- If you have current Tableau Online users with usernames that don’t match their Salesforce identities, take these steps:
- To avoid license usage, change the existing Tableau Online user to an Unlicensed site role.
- For Salesforce authentication, add the new Tableau Online user, making that the username matches the username in your Salesforce organization.
- If required, move existing material in Tableau Online held by the old username to the new user.
Tableau Online now supports multi-factor authentication (MFA) for account sign-ins using TableauID as part of the 2021.2 release. Site administrators may utilize TableauID to add MFA security measures to their users’ sign-ins using this native option. Customers who have different user groups to secure on their sites, such as internal users and external users, would benefit from this improvement.
Implement multi-factor authentication to assist protect against threats like phishing and account takeovers. MFA is one of the simplest and most effective solutions for our clients to secure their logins and protect their company and assets.
Tableau Online authentication best practices
Internal users should use a company standard identity provider like the new Salesforce authentication type or a SAML identity provider to log in. External users, on the other hand, frequently utilize the native TableauID to log in because they are not governed by the central corporate identity provider. You may considerably limit the risk of unwanted access by utilizing TableauID to enable multi-factor authentication for these accounts.
Customers should continue to migrate their existing users to any single sign-on IdPs that their businesses have available. Site administrators should begin moving TableauID users to Tableau with MFA if an SSO provider is not available.
Create Salesforce starter workbooks and data sources and publish them.
How do your users get started accessing their Salesforce data once they’ve been allowed to login in using Salesforce? You can simply publish starter workbooks and data sources using your Salesforce Sales Cloud and Service Cloud data to your Tableau site with just a few clicks.
Select the clouds for which you wish to build workbooks after clicking “Connect to Salesforce data.” We’ll construct your project’s workbooks and data extracts from your Salesforce Org and send you an email when they’re ready. The workbooks will be supplied with example data if you chose to explore the project before your data extract is completed.
Both Salesforce starter workbooks and public data sources will be included in the project. Using pre-built dashboards, you can easily investigate your Salesforce data with starter workbooks. You may then switch to web writing mode and ask your data even more questions.
Your users may immediately start building their own workbooks using the available Salesforce data sources without having to set up their own Salesforce data source. Users may also utilize Ask Data to uncover insights about your Salesforce data using natural language via the public data source.
This is how quickly and easily Tableau can be integrated with Salesforce. If you are looking to integrate various software, applications, or platforms to Salesforce CRM to increase the efficiency and productivity of the workplace, get in touch with our expert team at Apphienz. More blogs on No Code Salesforce integrations are found here. Visit our website for more information and connect with us for any further queries.