How to connect to salesforce from tableau?

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How to connect to Salesforce and access files through tableau?
Mar 25 in Tableau by sindhu
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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.

answered Mar 25 by Cherukuri
• 32,260 points

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