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            Publish Tableau Content to CRM Analytics

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            Publish Tableau Content to CRM Analytics

            Easily publish Tableau Cloud and Tableau Server dashboards, sheets, and stories to a CRM Analytics app or Lightning page without first embedding Tableau views or installing additional software.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

            To use this feature, Enable Publishing Tableau Views.

            1. In Tableau Cloud or Tableau Server, select the view that you want to publish to CRM Analytics.
              If the view doesn’t appear in the list of recently viewed visualizations, use the Search bar to locate it.
            2. From the More Actions menu (More actions menu), select Publish to Salesforce.
              Publish Tableau Cloud View to Salesforce
            3. Click Connect to Salesforce and specify the Salesforce credentials that you want to use for publishing.
            4. In the Publish to Salesforce dialog box, select the destination app that you want to publish the Tableau view to, and then click Publish.
              Destination to publish Tableau view
            5. Click the published Tableau content to review it in CRM Analytics.

            You can save, favorite, delete, or remove a published view from its action menu.

            Options for published Tableau view

            If you remove a view from CRM Analytics, it’s still available in Tableau. But, when you delete a view from Tableau, the published view no longer shows any data in Salesforce. We recommend that you remove the view from CRM Analytics when you no longer need it.

            To see a published Tableau view embedded in a Lightning page, users need access to the Tableau view. To see the Tableau view in a CRM Analytics dashboard, users need access to both the Tableau view and the CRM Analytics app to which it’s published.

            Publishing Tableau Cloud and Tableau Server views to CRM Analytics mobile apps isn’t supported.

             
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