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Some Salesforce Fields Missing when Connecting to Data from Tableau

Udgivelsesdato: Nov 12, 2026
Beskrivelse
When connecting to a Salesforce.com table in Tableau Desktop, expected fields might not appear.

Cause

The issue can be caused by one of the following: 
  1. The field exists in a different table than originally thought. Fields in Salesforce.com can be referenced across several tables.
  2. The field is defined as a formula in Salesforce.com
  3. The field is defined as Long Text Area in Salesforce.com
  4. Large text/string type fields, specially formatted text/string fields(such as the "Body" field of the "FeedItem" object ), binary/BLOB/CLOB type fields, and basically all non-primitive data types are excluded from fetch by Tableau
Løsning

Depending on the specific field and object, the issue may be resolved in one or all of the following ways: 

Option 1

Create a connection to the correct table, where the desired fields are located. This might require using a join or creating a custom connection. For more information, see Connecting to Salesforce Data Source.

Option 2

If the field type is defined as a formula in Salesforce.com, it will not import due to limitations with the Salesforce API. You must connect to all of the tables that contain the fields in the formula and use that data to create a calculated field.

Option 3

If the field is defined as a Long Text Area, you may contact the Salesforce administrator to see if it's possible to create a second field for Text field and pragmatically copy contents from the original Long Text field to the new Text field as a possible workaround. For your reference, see Salesforce Flow: Extract Part of a Long Text Area Field into Another Text Field Using MID and FIND 
Alternatively, you may consider using the third-party connector “Salesforce by CData” provided by CData, which may allow these fields to be loaded into Tableau. For detailed configuration steps, please refer to the following CData documentation: Salesforce Tableau Connector 

Option 4

if you are using Data 360, creating a Data Stream and a Data Lake Object from the target object may allow you to integrate Long Text Area and formula fields as well. Instead of the Salesforce connector, use the Salesforce Data Cloud connector to connect to the created Data Lake Object. Please note that the data displayed in Tableau depends on the refresh timing of the Data Stream in Data 360. For your reference, see Create a Salesforce CRM Data Stream and Salesforce Data 360.

Option 5

Export the required data as a CSV file using Salesforce Data Loader, and associate it with the target object in Tableau. Please note that this data reflects the point in time of the export and will not update automatically.

Note: 
  • “Long Text Area” fields are only excluded if their defined maximum length in Salesforce exceeds 4096 characters. This limit applies to the field’s definition (capacity), regardless of the actual number of characters stored in the field for any given record.  For more information, see Errors during extract.
  • The “Salesforce by CData” connector is a paid commercial product developed and maintained by CData and is not an official Tableau connector. Therefore, Tableau Support may be unable to assist with issues related to the connector itself or provide detailed troubleshooting for its implementation. If any issues occur while using this connector, or if you have inquiries regarding licensing and pricing, please contact CData directly for further assistance.
 
Vidensartikelnummer

001474139

 
Indlæser
Salesforce Help | Article