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Configure Salesforce connected app in Tableau Cloud


Published: 24 Jan 2022
Last Modified Date: 08 Jun 2022

Question

How to configure a Salesforce connected app in Tableau Cloud?

Environment

  • Tableau Cloud

Answer

Prerequisites
  1. You must be a Salesforce administrator
  2. You must have enabled Salesforce API Access Control and require apps to be allowlisted before accessing your Salesforce API
     
Steps
  1. As a Salesforce administrator with permission to install connected apps, install the Tableau Cloud for Salesforce connected app using the following link:
  2. When prompted, install the app.
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  3. Once the app has been installed, it should appear in App Manager. 
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  4. Find “Tableau Cloud for Salesforce” in App Manager and choose Manage

     

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  5. Assign the appropriate profiles and permission sets for your organization.

     

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  6. Once the above steps have been completed, it will be possible for Tableau Cloud to authenticate with Salesforce.
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