Last Modified Date: 16 Aug 2016
Beginning with Tableau Desktop 9.0, Tableau uses a newer version of Salesforce API, version 30.0, to create Salesforce extracts.
Use the information below to help you answer the following questions:
What to consider before you upgrade.
How to upgrade Salesforce extracts created in earlier versions of Tableau to use Salesforce API 30.0.
Deciding whether to upgrade
If you upgrade to Salesforce API 30.0, you will see the following changes:
Improved performance: You will experience improved performance for extract creation and full refreshes.
New data fields: Salesforce API 30.0 has added and removed a small number of data fields in different tables in accordance with Salesforce compatibility and deprecation policies. You will have new data fields to work with. However, upgrading to Salesforce API 30.0 may also result in the following:
Different data fields that could break existing visualizations
Different data values that could yield different visualization results
You should carefully analyze your data and visualizations to determine if an upgrade will impact your visualizations.
Full refresh once after upgrade: When you upgrade to the new API, Tableau performs a full refresh—even if you selected an incremental refresh. This is because the new API version may have schema changes that make it incompatible with existing extracts that are based on the earlier API version. You will see a notification that a full refresh may take a long time. After this one-time upgrade has completed, you should be able to perform incremental refreshes going forward.
How to upgrade
Tableau Desktop 8.x and earlier versions use Salesforce API version 25.0 to create Salesforce extracts. In Tableau Desktop 9.0, when you attempt to do a full or incremental refresh on an extract created with Salesforce API 25.0, Tableau prompts you to either upgrade the extract to use Salesforce API 30.0, or to continue to use the earlier Salesforce API version. To upgrade, click Yes.
After this dialog box has appeared the first time, you can specify to not show it again.