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Salesforce Tables to Join for Approval Process Status on a Particular Object

公開日: Jul 15, 2026
前提条件
The use of Tableau Desktop or Tableau Prep Builder, appropriate access permissions to connect to the Salesforce data source, and the utilization of the standard approval process object (ProcessInstance) within the Salesforce organization are required.
タスク

Correctly join and filter the relevant Salesforce tables to visualize status information - such as process progress, completion date, and the last modifying user - defined on a specific Salesforce object (Object A).

ステップ
  1. Drag and drop the ProcessInstance table onto the Tableau data source canvas (pane).

  2. Add a filter to the ProcessInstance table to optimize query performance and exclude irrelevant object data:
    1. Select the [TargetObjectID] field and specify the "Starts with" (Startswith) condition.
    2. Enter the first three characters (Entity Key Prefix, e.g., "XXX") that indicate your target Object A.

  3. Drag the target Object A table onto the canvas and configure the join with the following condition:
    1. [Object A].[Id] = [ProcessInstance].[TargetObjectID]

  4. If individual approval steps, detailed history, or node information are required, join the following tables based on your analysis needs, using [ProcessInstance].[Id] as the key:
    1. ProcessInstanceStep : Join condition [ProcessInstanceStep].[ProcessInstanceId] = [ProcessInstance].[Id]  
    2. ProcessInstanceNode : Join condition [ProcessInstanceNode].[ProcessInstanceId] = [ProcessInstance].[Id]
    3. ProcessInstanceWorkitem : Join condition [ProcessInstanceWorkitem].[ProcessInstanceId] = [ProcessInstance].[Id]

 

[Relevant Fields to Utilize]

  • Status: The current status of the process
  • CompletedDate: The completion date of the process
  • LastActorId: The ID of the user who last changed the process
その他のリソース
  • This article guides users to filter ProcessInstance by the first 3 digits of TargetObjectID (Entity Key Prefix) as a performance best practice, preventing Tableau from pulling all approval process instances across the entire Salesforce environment. If the users do not know their object prefix code, refer them to the airticle: Salesforce Entity Key Prefix Decoder.

  • For users requiring a finer granularity of approval history data, suggest combining ProcessInstanceStep with ProcessInstanceWorkitem and ProcessInstanceNode.
ナレッジ記事番号

001469094

 
読み込み中
Salesforce Help | Article