Extracting Salesforce Data to Tableau & Publishing Workbooks Online

Register yourself in the Salesforce Developer Edition from developer.salesforce.com providing the required information, so you can have access to the Salesforce datasource.

Step 1 : Now lets assume you already have an account in Salesforce Developer Edition.
Open Tableau Desktop.


Step 2: Under Connect, from More Servers select Salesforce.


Step 3: Sign in to Salesforce providing your username and password.



Step 4: On hitting Log In, its asks for a Verification Code that has been sent to you though email. Enter the code and press Verify.



Step 5: To have access to the datasource, press Allow.



Step 6: Here you are offered a series of Standard Connections, a set of connected tables meant to cover the most frequent use cases as predefined by Tableau for standard configs of Salesforce.
Consider Opportunities and drag it to the blank field present at the right.



Step 7: Below is a list of existing Tables in your instance of Salesforce, including custom tables, to let you prepare custom extracts.



Step 8: In this example, the customized Salesforce instance includes details in the Opportunities table. It is possible to customize the joint with a few drag and drops, Tableau will automatically suggest joints
based on Salesforce Database schema.

Step 9: Clicking on Sheet will launch the mandatory creation of an extract database.


Step 10: Next, it shows the main work area of tableau having the Dimensions and Measures from the Salesforce Opportunities extracted database.

Step 11: Drag and drop required Dimensions and Measures to the canvas area for having a desired visualization.

Step 12: Create more worksheets from the data available and combine them into a dashboard.



Step 13: Save the dashboard.
Go to Server in the toolbar then Sign in.


Step 14: In the Tableau Server Sign In dialog box, enter online.tableau.com then click Connect.

Step 15: Sign in to Tableau Online providing your user credentials.

Step 16: Go to Server and select Publish workbook.

Step 17: In the Publish Workbook to Tableau Server dialog box, select the Project to which you want to publish the workbook, Check Dashboard 1 to publish only the dashboard and not the other sheets.
Hit Publish.

Step 18: Enter the username and password for your Salesforce account.
Preview of the Dashboard published is shown in the Publish Workbook Results dialog box. Select Open in browser window.

Step 19: Provide your username and password for Tableau Online to Sign in.


Step 20: Now you can see the Salesforce Demo Dashboard has been published to Tableau Online.

Step 21: On selecting Dashboard 1, you have the below view of the Dashboard.


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