How to Delete Unnecessary Fields of Salesforce Objects to Reduce Data Volume

Published: 12 Jul 2023
Last Modified Date: 12 Jul 2023


How to delete unnecessary fields of Salesforce objects for the purpose of reducing data volume.


  • Tableau Desktop
  • Salesforce


To reduce data volume from Salesforce, use custom SQL to retrieve only the fields you need.

1. Open Tableau Desktop and connect to Salesforce.
2. Add New Custom SQL to the canvas.  See the Tableau Online Help on where to locate the New Custom SQL option.
3. Enter the SOQL query in the Edit Custom SQL editor to return a reduced set of data.  For information about SOQL, please refer to Salesforce Object Query Language (SOQL) document.

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Additional Information

If you hide the unnecessary fields in the preview grid on the Data Source page, the data volume extracted is not reduced.
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