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How To Avoid Entering Salesforce Credential Upon Accessing Data Source Tab On Tableau Desktop


Published: 27 Apr 2021
Last Modified Date: 28 Apr 2021

Question

When opening a workbook with Salesforce and accessing [Data Source] tab, you are prompted to enter the Salesforce credential.
Is there a way to avoid this?
 

Environment

  • Tableau Desktop
  • Salesforce.com

Answer

Currently there is no built-in function in the product to avoid entering the credential upon accessing Salesforce via [Data Source] tab.
A possible workaround is to publish the Salesforce data source to Tableau Server or Tableau Online and connect to it from Tableau Desktop by signing into Tableau Server or Tableau Online.

Note: Make sure you schedule the Extract Refresh on Tableau Server or Tableau Online to keep the data up to date.
 

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