Last Modified Date: 08 Jul 2022
- Tableau Cloud
- You must be a Salesforce administrator
- You must have enabled Salesforce API Access Control and require apps to be allowlisted before accessing your Salesforce API
- As a Salesforce administrator with permission to install connected apps, install the Tableau Cloud for Salesforce connected app using the following link:
- When prompted, install the app.
- Once the app has been installed, it should appear in App Manager.
- Find “Tableau Cloud for Salesforce” in App Manager and choose Manage
- Assign the appropriate profiles and permission sets for your organization.
- Once the above steps have been completed, it will be possible for Tableau Cloud to authenticate with Salesforce.
Additional InformationSalesforce documentation: Restrict Access to APIs with Connected Apps
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