Salesforce - Tableau

Salesforce – Tableau

This article describes how to connect tableau to data from and set up a data source.

notes: – Starting with version 2020.4 of tableau desktop, oauth is used for all logins. login with username and password is not an available option. tableau prep builder version 2020.2.1 supports connecting to data. however, not all connector options described in this article are supported. For information about what Tableau Prep Builder supports, see Connect to Salesforce Data (link opens in a new window) in the Tableau Prep Builder Help.

Reading: How to connect tableau to salesforce

before connecting

Before you begin, collect this connection information:

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