How to connect to salesforce from tableau

0 votes
How to connect to Salesforce and access files through tableau?
Mar 25, 2019 in Tableau by sindhu
861 views

1 answer to this question.

+1 vote

Hi,

follow these steps to connect to Salesforce:

1. Connect to New Data source.

2. Click on More and select Salesforce.

3. Click on sign in using username and password.

4. Enter the username and password and click Ok.

5. You can now see your files that are available from Salesforce to make visualizations.

6. Select the file (data source) and click on sheet.

Hope this helps you.

If you need to know more about Salesforce, it's recommended that you join the Salesforce course.

Thanks!

answered Mar 25, 2019 by Cherukuri
• 33,030 points

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