Question
How to delete unnecessary fields of Salesforce objects for the purpose of reducing data volume.
Last Modified Date: 12 Jul 2023
Environment
- Tableau Desktop
- Salesforce
Answer
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.
Additional Information
If you hide the unnecessary fields in the preview grid on the Data Source page, the data volume extracted is not reduced.Thank you for providing your feedback on the effectiveness of the article.
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