Configure Salesforce connected app in Tableau Cloud

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


How to configure a Salesforce connected app in Tableau Cloud?


  • Tableau Cloud


  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
  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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