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Manage Your Billing Processes with Salesforce Billing
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            Configure the Payments Dashboard

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            Configure the Payments Dashboard

            Connect the Tableau Payments Dashboard to your Salesforce org. The dashboard helps you review processed payments and refunds issued to the payments. You can also review declined payments or payments with errors and take the necessary corrective actions. The dashboards organize your payment data by time period, account, payment method, and payment gateway. You can set a tolerance level for refunds, declines, and errors. This configuration lets you focus on areas where payment transactions are above acceptable levels. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Summer '20 and later

            To use the Payments dashboard, download the 4_Rows.csv file and have your Salesforce credentials ready so you can replace the demo data with your own order data. The 4_Rows.csv spreadsheet contains one column labeled Copy, with rows for the numbers 1 through 4. When you configure the Payments dashboard, Tableau performs a full outer join between 4_Rows.csv and your payments data.

            1. From the Tableau Downloads page, download the Salesforce Dashboard Starters package.
            2. Open the Payments.twbx file in Tableau Desktop.
              The table is populated with demo data. You'll replace the demo data with the data from your org in the next steps.
            3. From your Tableau home page, go to the Data menu and select Payments, and then select Edit Data Source....
            4. Enter the credentials of the Salesforce org that you want your Payments dashboard to evaluate. If you're asked to allow access, click Allow.
            5. After Tableau has finished authenticating your org, it will display a window for selecting your data source. Select 4 Rows.csv from the directory where you saved it.
            6. Change the connection name if needed.
              Tableau performs a full outer join between your 4_Rows.csv file and the order products in your Salesforce org. The Data Source tab in Tableau shows connections for your Salesforce instance and your 4_Rows.csv file.

            The Payments Dashboard provides tabs for Payment Overview, Payment Details, Payment Transaction Overview, and Transaction Details.

            To reconnect to your Salesforce org data source or refresh your data, go to Data and click Refresh all Extracts.

             
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