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Show Field Values Instead of Salesforce Reference Numbers


Published: 30 Oct 2013
Last Modified Date: 31 Aug 2015

Question

How to show field values instead of reference number IDs when connecting to a Salesforce table.

Environment

  • Tableau Desktop
  • Salesforce data source

Answer

Create a join to the Salesforce table to which the reference field refers. For more information, see Joining Tables.

Additional Information

Salesforce tables may contain any number of Reference fields, which act as foreign keys, pointing to other Salesforce tables. 
Reference numbers appearing in a Salesforce table represent a relationship built between that table and another table.
For more information, see the following topics in Salesforce help:
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